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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
1201
Traverso Chambers Private Wealth Management
California
$917K +$10K +77 +1%
LSPW
1202
Lake Street Private Wealth
Illinois
$917K +$71.5K +548 +8%
CBT
1203
CoreFirst Bank & Trust
Kansas
$914K – – –
CCA
1204
Checchi Capital Advisers
California
$911K +$90.8K +696 +11%
SPC
1205
Stewart & Patten Company
California
$910K -$164K -1,261 -15%
AF
1206
Arrow Financial
New York
$910K -$4.56K -35 -0.5%
AIL
1207
AGF Investments LLC
Ontario, Canada
$908K -$33.1K -254 -4%
RMSCM
1208
R.M. Sincerbeaux Capital Management
New York
$905K – – –
HL
1209
HeadInvest LLC
Maine
$905K +$196K +1,505 +28%
RPC
1210
Rossmore Private Capital
Connecticut
$904K +$69.8K +535 +8%
VCS
1211
Vaughan & Co Securities
New Jersey
$902K -$26.7K -205 -3%
CPC
1212
Congress Park Capital
New York
$899K +$32.6K +250 +4%
AIM
1213
Anchor Investment Management
South Carolina
$898K -$56.5K -433 -6%
LWANC
1214
Laurel Wealth Advisors (North Carolina)
North Carolina
$890K +$30.1K +231 +3%
DE
1215
Day & Ennis
Georgia
$889K -$30.3K -232 -3%
TPWA
1216
TRUE Private Wealth Advisors
Oregon
$889K +$130 +1 +0%
EWS
1217
Evergreen Wealth Solutions
Pennsylvania
$888K -$1.96K -15 -0.2%
MMHP
1218
Murphy Middleton Hinkle & Parker
Georgia
$886K +$3.39K +26 +0.4%
BG
1219
Bahl & Gaynor
Ohio
$886K +$91.3K +700 +11%
FFBTD
1220
First Financial Bank - Trust Division
Ohio
$886K +$203K +1,558 +30%
BMC
1221
Benin Management Corp
Connecticut
$885K +$39.1K +300 +5%
AL
1222
Aspiriant LLC
California
$882K -$51.4K -394 -5%
CCG
1223
Coastwise Capital Group
California
$878K +$880K +6,750 New
MIH
1224
Meitav Investment House
Israel
$877K -$261 -2 -0%
KMWM
1225
Keudell/Morrison Wealth Management
Oregon
$877K +$191K +1,461 +28%
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