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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1226
Global Retirement Partners
California
$875K +$853K +6,541 New
LSA
1227
Lion Street Advisors
Texas
$873K -$7.56K -58 -0.9%
EL
1228
Essex LLC
Illinois
$870K +$117K +900 +16%
SCM
1229
SOL Capital Management
Maryland
$869K -$42.4K -325 -5%
FFA
1230
First Foundation Advisors
California
$869K +$78K +598 +10%
HCM
1231
Hodges Capital Management
Texas
$867K -$478K -3,664 -35%
OPS
1232
Orion Portfolio Solutions
Nebraska
$867K -$89.9K -689 -9%
CWM
1233
Curi Wealth Management
North Carolina
$867K – – –
IBOK
1234
Independence Bank of Kentucky
Kentucky
$866K -$57.9K -444 -6%
CI
1235
Conning Inc
Connecticut
$865K +$7.17K +55 +0.8%
SCM
1236
Silvant Capital Management
Georgia
$864K – – –
RI
1237
Ridgewood Investments
New Jersey
$864K +$70.2K +538 +9%
HI
1238
Human Investing
Oregon
$861K +$863K +6,621 New
MGWM
1239
Marks Group Wealth Management
Minnesota
$857K +$860K +6,593 New
NFG
1240
Nations Financial Group
Iowa
$853K +$56.1K +430 +7%
WFG
1241
Wills Financial Group
Virginia
$850K +$20.2K +155 +2%
MPM
1242
Meritage Portfolio Management
Kansas
$849K +$652 +5 +0.1%
CT
1243
Coastline Trust
Rhode Island
$849K +$44.3K +340 +5%
HHAA
1244
Henry H. Armstrong Associates
Pennsylvania
$846K – – –
HT
1245
HighTower Trust
Texas
$846K +$11.1K +85 +1%
MNBTD
1246
Moody National Bank Trust Division
Texas
$845K -$104K -798 -11%
FFA
1247
Founders Financial Alliance
North Carolina
$839K +$3K +23 +0.4%
IWA
1248
Intercontinental Wealth Advisors
Texas
$839K +$269K +2,065 +47%
PCMM
1249
Piedmont Capital Management (Montana)
Montana
$838K +$63.5K +487 +8%
GCM
1250
Graham Capital Management
Connecticut
$837K +$335K +2,565 +66%
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