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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
1226
First Financial Bank - Trust Division
Ohio
$962K -$1.08K -8 -0.1%
GRP
1227
Global Retirement Partners
California
$962K +$36.4K +270 +4%
CCG
1228
Coastwise Capital Group
California
$961K +$8.1K +60 +0.9%
MCM
1229
Mill Capital Management
North Carolina
$960K -$57K -422 -6%
IBOK
1230
Independence Bank of Kentucky
Kentucky
$957K +$15.4K +114 +2%
CWM
1231
Curi Wealth Management
North Carolina
$951K +$8.91K +66 +1%
NFG
1232
Nations Financial Group
Iowa
$950K +$22.5K +167 +3%
RFG
1233
Range Financial Group
Oregon
$950K +$54.4K +403 +6%
FFA
1234
First Foundation Advisors
California
$949K +$5.53K +41 +0.6%
VWA
1235
Visionary Wealth Advisors
Illinois
$949K +$464K +3,438 +105%
AL
1236
Aspiriant LLC
California
$947K -$10.9K -81 -1%
LWANC
1237
Laurel Wealth Advisors (North Carolina)
North Carolina
$945K -$20.1K -149 -2%
EGM
1238
Engineers Gate Manager
New York
$945K +$903K +6,690 New
OPS
1239
Orion Portfolio Solutions
Nebraska
$944K +$2.16K +16 +0.2%
MIH
1240
Meitav Investment House
Israel
$938K -$3.51K -26 -0.4%
MPM
1241
Meritage Portfolio Management
Kansas
$938K +$15.1K +112 +2%
MSFS
1242
Main Street Financial Solutions
Pennsylvania
$934K -$16.3K -121 -2%
CI
1243
Conning Inc
Connecticut
$933K -$6.48K -48 -0.7%
AWM
1244
Avior Wealth Management
Nebraska
$931K -$66.8K -495 -7%
EWS
1245
Evergreen Wealth Solutions
Pennsylvania
$928K -$35.1K -260 -4%
SCM
1246
Silvant Capital Management
Georgia
$922K -$14.6K -108 -2%
CBT
1247
CoreFirst Bank & Trust
Kansas
$921K -$68K -504 -7%
HCM
1248
Hodges Capital Management
Texas
$921K -$20.1K -149 -2%
VCS
1249
Vaughan & Co Securities
New Jersey
$920K -$56.6K -419 -6%
HHAA
1250
Henry H. Armstrong Associates
Pennsylvania
$919K – – –
48 49
50
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