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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1226
Meridian Investment Counsel
California
$2.62M – – –
WC
1227
Waterloo Capital
Texas
$2.62M +$111K +370 +4%
PPW
1228
Parcion Private Wealth
Washington
$2.62M +$36.5K +122 +1%
WAS
1229
WESPAC Advisors SoCal
California
$2.62M +$302K +1,010 +13%
CCT
1230
Capital City Trust
Florida
$2.61M +$127K +425 +5%
TWM
1231
Tortuga Wealth Management
California
$2.61M +$2.64M +8,816 New
AC
1232
Apella Capital
Connecticut
$2.6M +$27.6K +92 +1%
TVPW
1233
Third View Private Wealth
Connecticut
$2.6M +$2.63M +8,766 New
SMA
1234
Sage Mountain Advisors
Georgia
$2.6M -$18.3K -61 -0.7%
FFA
1235
Founders Financial Alliance
North Carolina
$2.59M +$50.9K +170 +2%
FFS
1236
Founders Financial Securities
Maryland
$2.59M +$239K +797 +10%
DI
1237
Diligent Investors
California
$2.58M -$59K -197 -2%
GWP
1238
Gen-Wealth Partners
Michigan
$2.58M -$262K -874 -9%
FNBTCON
1239
First National Bank & Trust Co of Newtown
Pennsylvania
$2.57M +$648K +2,165 +33%
RF
1240
Robbins Farley
New Hampshire
$2.57M +$128K +427 +5%
CCM
1241
CFO Capital Management
Connecticut
$2.57M +$2.6M +8,668 New
BCA
1242
Bay Colony Advisors
Massachusetts
$2.57M -$613K -2,046 -19%
KIA
1243
Koenig Investment Advisory
Oregon
$2.56M +$3.17M +10,592 New
FG
1244
Fiduciary Group
Georgia
$2.55M +$54.5K +182 +2%
PGWM
1245
Parisi Gray Wealth Management
New Jersey
$2.54M +$599 +2 +0%
AMIM
1246
Aull & Monroe Investment Management
Alabama
$2.54M -$3K -10 -0.1%
TF
1247
Tompkins Financial
New York
$2.54M -$31.1K -104 -1%
CPSC
1248
Carl P. Sherr & Co
Massachusetts
$2.53M -$27K -90 -1%
KIG
1249
Kessler Investment Group
Indiana
$2.53M -$35.6K -119 -1%
KFP
1250
Keystone Financial Planning
Ohio
$2.52M +$5.09K +17 +0.2%
48 49
50
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