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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1151
Cornerstone Management
Georgia
$777K -$26.1K -199 -3%
PV
1152
Private Vista
Illinois
$777K -$48K -365 -6%
GAM
1153
Grandview Asset Management
Pennsylvania
$776K -$18K -137 -2%
DAM
1154
Delta Asset Management
Tennessee
$775K +$75.9K +578 +11%
WPA
1155
Winning Points Advisors
Florida
$773K – – –
WA
1156
Wheatland Advisors
Pennsylvania
$771K -$13.8K -105 -2%
AMG
1157
Asset Management Group
Connecticut
$771K +$5.65K +43 +0.7%
OIA
1158
OneDigital Investment Advisors
Kansas
$771K +$386K +2,935 +101%
MIP
1159
Marietta Investment Partners
Wisconsin
$770K -$13.8K -105 -2%
RPC
1160
Rossmore Private Capital
Connecticut
$765K – – –
CGL
1161
Clarius Group LLC
Washington
$763K +$203K +1,549 +37%
CC
1162
Cypress Capital
Tennessee
$762K +$30.1K +229 +4%
MA
1163
Mutual Advisors
Nebraska
$762K +$237K +1,806 +45%
CCMG
1164
Clark Capital Management Group
Pennsylvania
$761K +$5.78K +44 +0.8%
LIM
1165
Loudon Investment Management
New Hampshire
$760K -$46K -350 -6%
GSBTD
1166
Glenview State Bank Trust Department
Illinois
$760K – – –
MYLI
1167
Meiji Yasuda Life Insurance
Japan
$760K +$91.3K +695 +14%
BEC
1168
Blue Edge Capital
Virginia
$758K – – –
EGA
1169
E&G Advisors
Texas
$758K – – –
ECG
1170
Edge Capital Group
Georgia
$758K +$48.1K +366 +7%
HWA
1171
HCR Wealth Advisors
California
$757K -$2.65M -20,193 -78%
SWM
1172
Stockman Wealth Management
Montana
$757K -$102K -780 -12%
QPWM
1173
Quadrant Private Wealth Management
Pennsylvania
$756K – – –
ATFA
1174
All Terrain Financial Advisors
Minnesota
$756K +$550K +4,184 +270%
P
1175
Pitcairn
Pennsylvania
$755K +$178K +1,354 +31%
45 46
47
48 49