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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1251
Maryland Capital Management
Maryland
$553K -$21.4K -178 -3%
CRC
1252
Curi RMB Capital
Illinois
$552K -$200K -1,665 -25%
CWM
1253
Chesapeake Wealth Management
Virginia
$551K -$58.5K -487 -9%
LA
1254
Lau Associates
Delaware
$550K -$53.4K -445 -8%
DAM
1255
Doheny Asset Management
California
$548K -$163K -1,360 -21%
GBT
1256
Grove Bank & Trust
Florida
$548K -$125K -1,042 -17%
BFG
1257
Beacon Financial Group
Texas
$548K +$41.6K +347 +7%
CB
1258
CNB Bank
Pennsylvania
$548K +$73.5K +612 +14%
9WM
1259
9258 Wealth Management
Ohio
$548K +$605K +5,043 New
11A
1260
10-15 Associates
New York
$547K +$13.7K +114 +2%
CCG
1261
Ceeto Capital Group
Florida
$546K – – –
HL
1262
HeadInvest LLC
Maine
$546K +$301K +2,511 +100%
ZAM
1263
Zevin Asset Management
Massachusetts
$543K -$73.5K -612 -11%
IIC
1264
Integrated Investment Consultants
Michigan
$542K +$55.8K +465 +10%
BMC
1265
Benin Management Corp
Connecticut
$541K +$62.8K +523 +12%
WMA
1266
Wealth Management Associates
New Jersey
$537K +$593K +4,942 New
SCA
1267
SMH Capital Advisors
Texas
$535K -$10.6K -88 -2%
JWBC
1268
John W. Bristol & Co
New York
$535K +$591K +4,927 New
EWM
1269
Endurance Wealth Management
Rhode Island
$533K -$138K -1,150 -19%
SC
1270
SRB Corp
Massachusetts
$533K +$589K +4,905 New
CPA
1271
Court Place Advisors
Maryland
$531K -$55.3K -461 -9%
MA
1272
Mutual Advisors
Nebraska
$530K +$85K +708 +17%
WWM
1273
Western Wealth Management
Colorado
$530K +$586K +4,880 New
CBFP
1274
Cedar Brook Financial Partners
Ohio
$528K +$584K +4,862 New
BW
1275
Bison Wealth
Georgia
$527K +$57.1K +476 +11%
49 50
51
52 53