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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
1201
Cubist Systematic Strategies
Connecticut
$853K -$2.76M -19,735 -77%
BWM
1202
Buckley Wealth Management
Nevada
$853K -$32.1K -230 -4%
IC
1203
Inverness Counsel
New York
$853K +$45.8K +328 +6%
PAM
1204
Premier Asset Management
Illinois
$851K -$1.32M -9,435 -62%
GT
1205
Greenleaf Trust
Michigan
$849K +$116K +833 +17%
TIA
1206
Tiemann Investment Advisors
California
$847K -$46.5K -333 -5%
AAIM
1207
Asset Advisors Investment Management
Georgia
$847K +$819K +5,858 New
PA
1208
Parallel Advisors
California
$845K -$92.8K -664 -10%
H
1209
HoyleCohen
California
$843K +$24.7K +177 +3%
OIA
1210
Optimum Investment Advisors
Illinois
$840K -$28.2K -202 -3%
SB
1211
Simmons Bank
Arkansas
$836K -$15.1K -108 -2%
TIA
1212
Trust Investment Advisors
Indiana
$835K -$36.5K -261 -4%
QCG
1213
Quadrant Capital Group
Ohio
$833K +$66K +472 +9%
AL
1214
Aspiriant LLC
California
$831K -$992K -7,101 -55%
MFW
1215
Meristem Family Wealth
Minnesota
$825K – – –
YIA
1216
YHB Investment Advisors
Connecticut
$820K -$38K -272 -5%
AMG
1217
Asset Management Group
Connecticut
$819K +$8.38K +60 +1%
FIM
1218
Frontier Investment Management
Texas
$819K +$91.9K +658 +13%
PMFA
1219
Plante Moran Financial Advisors
Michigan
$819K +$96.6K +691 +14%
FI
1220
Fosun International
China
$818K +$789K +5,648 New
NA
1221
NewEdge Advisors
Louisiana
$815K -$64.7K -463 -8%
ZAM
1222
Zevin Asset Management
Massachusetts
$811K +$699 +5 +0.1%
KTC
1223
Kistler-Tiffany Companies
Pennsylvania
$810K -$31.2K -223 -4%
BAM
1224
Belpointe Asset Management
Nevada
$810K +$323K +2,312 +70%
LCM
1225
Leisure Capital Management
California
$807K -$31K -222 -4%
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