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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1151
SignatureFD
Georgia
$697K -$69.7K -551 -8%
AP
1152
Atwood & Palmer
Missouri
$696K +$9.99K +79 +1%
CA
1153
Calton & Associates
Florida
$695K +$23.4K +185 +3%
DC
1154
Diametric Capital
Massachusetts
$695K +$829K +6,556 New
EI
1155
Ethic Inc
New York
$693K +$148K +1,168 +22%
EH
1156
Equitable Holdings
New York
$691K +$318K +2,513 +63%
BIC
1157
Beach Investment Counsel
Pennsylvania
$687K -$16.6K -131 -2%
BAM
1158
Belpointe Asset Management
Nevada
$681K -$231K -1,828 -22%
BSB
1159
Bangor Savings Bank
Maine
$680K +$5.44K +43 +0.7%
IWC
1160
Integrated Wealth Concepts
Massachusetts
$676K -$349K -2,762 -30%
FNT
1161
First Nebraska Trust
Nebraska
$676K -$2.28K -18 -0.3%
NSAM
1162
North Star Asset Management
Wisconsin
$674K -$233K -1,845 -23%
UCI
1163
Uncommon Cents Investing
Wisconsin
$674K – – –
VWM
1164
Venturi Wealth Management
Texas
$673K +$110K +868 +16%
IFWM
1165
Institute for Wealth Management
Colorado
$672K -$75.2K -595 -9%
BAM
1166
Barrett Asset Management
New York
$672K -$17.1K -135 -2%
SMC
1167
Smith, Moore & Co
Missouri
$671K +$29K +229 +4%
SIC
1168
Shoker Investment Counsel
Ohio
$671K +$801K +6,332 New
BWM
1169
BT Wealth Management
Georgia
$670K -$160K -1,268 -17%
GIP
1170
Granite Investment Partners
California
$669K -$1.9K -15 -0.2%
GLA
1171
Good Life Advisors
Pennsylvania
$668K -$8.85K -70 -1%
FAM
1172
Fenimore Asset Management
New York
$667K -$200K -1,581 -20%
CPR
1173
CSU Producer Resources
Ohio
$666K – – –
CBA
1174
Coastal Bridge Advisors
Connecticut
$666K +$2.91K +23 +0.4%
PAS
1175
Partnervest Advisory Services
California
$665K +$355K +2,805 +81%
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