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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
1151
Carl P. Sherr & Co
Massachusetts
$1.37M +$267K +1,768 +27%
VIG
1152
Vienna Insurance Group
Poland
$1.37M -$674K -4,463 -35%
MAM
1153
Meeder Asset Management
Ohio
$1.36M +$1.26M +8,346 New
RI
1154
Ridgewood Investments
New Jersey
$1.36M -$239K -1,581 -16%
AWE
1155
Avidian Wealth Enterprises
Texas
$1.36M +$4.53K +30 +0.4%
WPC
1156
Wedmont Private Capital
Pennsylvania
$1.36M +$238K +1,576 +23%
WCM
1157
Weik Capital Management
Pennsylvania
$1.36M -$8.31K -55 -0.7%
MWA
1158
Midland Wealth Advisors
Illinois
$1.36M +$1.26M +8,314 New
BCM
1159
Becker Capital Management
Oregon
$1.36M -$4.99K -33 -0.4%
RVPG
1160
Relative Value Partners Group
$1.36M +$12.4K +82 +1%
BG
1161
Bahl & Gaynor
Ohio
$1.35M -$86.6K -573 -6%
OIM
1162
Oder Investment Management
California
$1.35M +$494K +3,269 +66%
HCM
1163
Howland Capital Management
Massachusetts
$1.35M -$38.1K -252 -3%
CFA
1164
CWS Financial Advisors
Michigan
$1.35M +$74.6K +494 +6%
FFM
1165
Forum Financial Management
Illinois
$1.35M -$58.5K -387 -4%
AUB
1166
Atlantic Union Bankshares
Virginia
$1.34M – – –
AO
1167
Advisor OS
Illinois
$1.34M -$6.8K -45 -0.5%
WPW
1168
Waldron Private Wealth
Pennsylvania
$1.34M -$66.8K -442 -5%
KIG
1169
Kessler Investment Group
Indiana
$1.34M +$62.4K +413 +5%
PP
1170
Pingora Partners
Wyoming
$1.33M +$1.23M +8,160 New
NPA
1171
Nichols & Pratt Advisers
Massachusetts
$1.33M -$30.2K -200 -2%
CCP
1172
Clarkston Capital Partners
Michigan
$1.33M +$18.9K +125 +2%
IAS
1173
Insigneo Advisory Services
Florida
$1.33M +$594K +3,929 +93%
BAM
1174
Brave Asset Management
New Jersey
$1.33M – – –
CBFP
1175
Cedar Brook Financial Partners
Ohio
$1.33M -$111K -735 -8%
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