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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1151
JFS Wealth Advisors
Pennsylvania
$783K +$24.6K +209 +3%
WTB
1152
Washington Trust Bank
Washington
$779K +$61.6K +523 +8%
PL
1153
Plancorp LLC
Missouri
$778K +$53.8K +457 +7%
WANY
1154
Wealthspire Advisors (New York)
New York
$778K +$127K +1,075 +19%
MPM
1155
Meritage Portfolio Management
Kansas
$775K -$2.64M -22,447 -77%
ICM
1156
IMS Capital Management
Oregon
$775K -$222K -1,887 -22%
VFA
1157
Valeo Financial Advisors
Indiana
$775K -$129K -1,094 -14%
RI
1158
RWWM Inc
California
$775K – – –
NFG
1159
Nations Financial Group
Iowa
$773K -$118K -1,004 -13%
SCM
1160
SOL Capital Management
Maryland
$773K -$41.1K -349 -5%
FFA
1161
First Foundation Advisors
California
$771K -$11.9K -101 -2%
RPC
1162
Rossmore Private Capital
Connecticut
$771K +$24.7K +210 +3%
WA
1163
Wealth Alliance
New York
$770K +$87.7K +745 +13%
CWM
1164
Connecticut Wealth Management
Connecticut
$768K +$134K +1,135 +21%
LNB
1165
Ledyard National Bank
$758K -$6.47K -55 -0.8%
SAM
1166
Summit Asset Management
Tennessee
$757K +$25.5K +217 +3%
EWM
1167
Evermay Wealth Management
Virginia
$757K +$73.1K +621 +11%
AP
1168
Atwood & Palmer
Missouri
$754K -$9.3K -79 -1%
CIC
1169
Carnegie Investment Counsel
Ohio
$754K +$17.9K +152 +2%
CBA
1170
Coastal Bridge Advisors
Connecticut
$754K +$19.9K +169 +3%
JCM
1171
Janney Capital Management
Pennsylvania
$750K +$54.2K +460 +8%
SIC
1172
Shoker Investment Counsel
Ohio
$747K +$4.36K +37 +0.6%
MVA
1173
Mount Vernon Associates
Maryland
$743K -$49.2K -418 -6%
PTC
1174
Private Trust Company
Ohio
$743K -$2.59K -22 -0.3%
ACM
1175
AlphaStar Capital Management
North Carolina
$742K +$153K +1,303 +27%
45 46
47
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