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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
1151
Asset Management Group
Connecticut
$822K +$8.77K +65 +1%
JG
1152
Jefferies Group
New York
$821K -$8.93M -66,213 -92%
LMAM
1153
Legg Mason Asset Management
Japan
$821K +$98.7K +732 +14%
CCMG
1154
Clark Capital Management Group
Pennsylvania
$819K +$16.2K +120 +2%
SC
1155
SouthState Corp
Florida
$816K -$96.4K -715 -11%
DAM
1156
Delta Asset Management
Tennessee
$813K -$4.86K -36 -0.6%
WTB
1157
Washington Trust Bank
Washington
$808K -$310K -2,297 -28%
RPC
1158
Rossmore Private Capital
Connecticut
$807K – – –
WA
1159
Wheatland Advisors
Pennsylvania
$806K -$7.01K -52 -0.9%
WPA
1160
Winning Points Advisors
Florida
$803K – – –
EB
1161
Eastern Bank
Massachusetts
$802K -$84.6K -627 -10%
NAS
1162
Nicolet Advisory Services
Wisconsin
$802K -$22.7K -168 -3%
LIM
1163
Loudon Investment Management
New Hampshire
$802K – – –
FVSAZ
1164
Flossbach von Storch AG Zurich
Switzerland
$800K -$1.06M -7,845 -58%
EGA
1165
E&G Advisors
Texas
$800K – – –
BEC
1166
Blue Edge Capital
Virginia
$800K – – –
CFA
1167
Capstone Financial Advisors
Illinois
$799K -$25.8K -191 -3%
QPWM
1168
Quadrant Private Wealth Management
Pennsylvania
$797K -$809 -6 -0.1%
ATFA
1169
All Terrain Financial Advisors
Minnesota
$797K – – –
TWM
1170
Titus Wealth Management
California
$797K +$7.28K +54 +1%
SP
1171
SWS Partners
Ohio
$797K +$50K +371 +6%
TSW
1172
Thompson Siegel & Walmsley
Virginia
$796K -$437K -3,240 -36%
WCA
1173
Windsor Creek Advisors
Vermont
$796K +$13.1K +97 +2%
FANJ
1174
Financial Architects (New Jersey)
New Jersey
$795K -$1.03M -7,609 -57%
OIA
1175
Optimum Investment Advisors
Illinois
$795K +$29.7K +220 +4%
45 46
47
48 49