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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1151
Westhampton Capital
North Carolina
$974K -$21K -157 -2%
BMA
1152
Brooks Moore & Associates
Tennessee
$968K +$108K +811 +13%
SW
1153
SkyOak Wealth
Michigan
$967K – – –
PWS
1154
Peloton Wealth Strategists
Indiana
$963K +$970K +7,254 New
MW
1155
Marcum Wealth
Ohio
$962K +$32.5K +243 +3%
RIG
1156
Renaissance Investment Group
Massachusetts
$959K -$168K -1,256 -15%
MPWT
1157
MassMutual Private Wealth & Trust
Connecticut
$959K +$105K +787 +12%
GLA
1158
Good Life Advisors
Pennsylvania
$957K +$70.3K +526 +8%
BFO
1159
Boston Family Office
Massachusetts
$952K -$46.8K -350 -5%
PCS
1160
Personal CFO Solutions
New Jersey
$952K +$392K +2,931 +69%
MPM
1161
Meritage Portfolio Management
Kansas
$949K -$10K -75 -1%
SS
1162
Simplicity Solutions
Minnesota
$946K +$233K +1,742 +32%
SG
1163
StoneX Group
New York
$945K -$143K -1,068 -13%
RMA
1164
Roffman Miller Associates
Pennsylvania
$943K -$64.3K -481 -6%
RIA
1165
Realta Investment Advisors
Delaware
$943K +$151K +1,129 +19%
NIM
1166
Northeast Investment Management
Massachusetts
$943K +$294K +2,197 +45%
MAM
1167
Mastrapasqua Asset Management
Tennessee
$942K -$265K -1,984 -22%
HIM
1168
HawsGoodwin Investment Management
Tennessee
$940K – – –
CWM
1169
Curi Wealth Management
North Carolina
$937K – – –
BTW
1170
Boston Trust Walden
Massachusetts
$933K +$17.5K +131 +2%
GBT
1171
Grove Bank & Trust
Florida
$931K -$11.4K -85 -1%
PSB
1172
Piscataqua Savings Bank
New Hampshire
$930K – – –
KTC
1173
Kistler-Tiffany Companies
Pennsylvania
$928K +$48.4K +362 +5%
SCM
1174
Silvant Capital Management
Georgia
$923K +$593K +4,439 +177%
UFF
1175
USA Financial Formulas
Michigan
$920K -$8.29K -62 -0.9%
45 46
47
48 49