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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1201
Baldwin Wealth Partners
Massachusetts
$1.01M – – –
SIC
1202
Salem Investment Counselors
North Carolina
$1.01M – – –
BWAM
1203
Boyd Watterson Asset Management
Ohio
$1.01M +$96.9K +718 +11%
ACM
1204
Ategra Capital Management
Virginia
$1M -$139K -1,032 -13%
BAM
1205
Byrne Asset Management
New Jersey
$997K -$1.89K -14 -0.2%
LRPA
1206
L. Roy Papp & Associates
Arizona
$997K – – –
MKC
1207
M. Kraus & Co
Vermont
$995K -$675 -5 -0.1%
HIM
1208
Hotaling Investment Management
Pennsylvania
$994K +$550K +4,075 +137%
BCM
1209
BTR Capital Management
California
$990K +$184K +1,360 +24%
AF
1210
Arrow Financial
New York
$984K -$3.37K -25 -0.4%
SCM
1211
SOL Capital Management
Maryland
$984K +$39.1K +290 +4%
HW
1212
Hancock Whitney
Mississippi
$982K -$33.7K -250 -3%
RMSCM
1213
R.M. Sincerbeaux Capital Management
New York
$982K – – –
BG
1214
Bahl & Gaynor
Ohio
$982K +$18.4K +136 +2%
HL
1215
HeadInvest LLC
Maine
$978K -$4.72K -35 -0.5%
JF
1216
Jump Financial
Illinois
$977K +$553K +4,099 +145%
HI
1217
Human Investing
Oregon
$974K +$37.5K +278 +4%
RPC
1218
Rossmore Private Capital
Connecticut
$971K -$10.5K -78 -1%
SFG
1219
SevenBridge Financial Group
Pennsylvania
$970K -$47K -348 -5%
FL
1220
Fort LP
Maryland
$969K -$552K -4,088 -37%
RI
1221
Ridgewood Investments
New Jersey
$969K +$28.7K +213 +3%
DE
1222
Day & Ennis
Georgia
$968K +$2.56K +19 +0.3%
LSPW
1223
Lake Street Private Wealth
Illinois
$966K -$28.6K -212 -3%
AIM
1224
Anchor Investment Management
South Carolina
$965K -$10.1K -75 -1%
BW
1225
Bison Wealth
Georgia
$964K +$277K +2,054 +43%
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