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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1151
Bangor Savings Bank
Maine
$963K +$54.4K +390 +6%
IIM
1152
Ironwood Investment Management
Massachusetts
$962K – – –
MVA
1153
Mount Vernon Associates
Maryland
$958K -$113K -809 -10%
CCM
1154
Crossvault Capital Management
Texas
$957K +$47.4K +340 +5%
CWM
1155
Concentric Wealth Management
California
$955K +$418 +3 +0%
FFA
1156
First Foundation Advisors
California
$948K +$3.07K +22 +0.3%
FFS
1157
Founders Financial Securities
Maryland
$944K -$8.93K -64 -0.9%
WP
1158
WealthSource Partners
California
$944K +$119K +854 +14%
EA
1159
Elm Advisors
California
$941K -$18.3K -131 -2%
CA
1160
Calton & Associates
Florida
$938K -$284K -2,037 -23%
SFM
1161
Signature Financial Management
Virginia
$936K +$496K +3,556 +103%
SC
1162
SouthState Corp
Florida
$935K -$153K -1,096 -14%
KC
1163
Kingfisher Capital
North Carolina
$935K -$81.6K -585 -8%
EWM
1164
Edge Wealth Management
New York
$932K -$2.54M -18,205 -72%
BRF
1165
B. Riley Financial
California
$932K -$27.1K -194 -3%
PV
1166
Private Vista
Illinois
$932K +$3.9K +28 +0.4%
CCM
1167
Carlson Capital Management
Minnesota
$931K +$242K +1,735 +33%
CS
1168
Cannell & Spears
New York
$927K -$129K -926 -12%
LPIC
1169
LeJeune Puetz Investment Counsel
Michigan
$922K -$91.1K -653 -9%
AWM
1170
Avitas Wealth Management
California
$919K +$960K +6,882 New
RI
1171
Ridgewood Investments
New Jersey
$917K -$17.3K -124 -2%
KFS
1172
Kurt F. Somerville
$916K -$25.5K -183 -3%
CRC
1173
Curi RMB Capital
Illinois
$915K +$154K +1,107 +19%
ANRIA
1174
American National Registered Investment Advisor
Texas
$914K – – –
PL
1175
Plancorp LLC
Missouri
$914K +$8.79K +63 +0.9%
45 46
47
48 49