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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1226
Lion Street Advisors
Texas
$873K -$7.56K -58 -0.9%
EL
1227
Essex LLC
Illinois
$870K +$117K +900 +16%
SCM
1228
SOL Capital Management
Maryland
$869K -$42.4K -325 -5%
FFA
1229
First Foundation Advisors
California
$869K +$78K +598 +10%
HCM
1230
Hodges Capital Management
Texas
$867K -$478K -3,664 -35%
OPS
1231
Orion Portfolio Solutions
Nebraska
$867K -$89.9K -689 -9%
CWM
1232
Curi Wealth Management
North Carolina
$867K – – –
IBOK
1233
Independence Bank of Kentucky
Kentucky
$866K -$57.9K -444 -6%
CI
1234
Conning Inc
Connecticut
$865K +$7.17K +55 +0.8%
SCM
1235
Silvant Capital Management
Georgia
$864K – – –
RI
1236
Ridgewood Investments
New Jersey
$864K +$70.2K +538 +9%
HI
1237
Human Investing
Oregon
$861K +$863K +6,621 New
MGWM
1238
Marks Group Wealth Management
Minnesota
$857K +$860K +6,593 New
NFG
1239
Nations Financial Group
Iowa
$853K +$56.1K +430 +7%
WFG
1240
Wills Financial Group
Virginia
$850K +$20.2K +155 +2%
MPM
1241
Meritage Portfolio Management
Kansas
$849K +$652 +5 +0.1%
CT
1242
Coastline Trust
Rhode Island
$849K +$44.3K +340 +5%
HHAA
1243
Henry H. Armstrong Associates
Pennsylvania
$846K – – –
HT
1244
HighTower Trust
Texas
$846K +$11.1K +85 +1%
MNBTD
1245
Moody National Bank Trust Division
Texas
$845K -$104K -798 -11%
FFA
1246
Founders Financial Alliance
North Carolina
$839K +$3K +23 +0.4%
IWA
1247
Intercontinental Wealth Advisors
Texas
$839K +$269K +2,065 +47%
PCMM
1248
Piedmont Capital Management (Montana)
Montana
$838K +$63.5K +487 +8%
GCM
1249
Graham Capital Management
Connecticut
$837K +$335K +2,565 +66%
BWAM
1250
Boyd Watterson Asset Management
Ohio
$835K +$525K +4,022 +168%
48 49
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