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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
1251
Piedmont Capital Management (Montana)
Montana
$790K +$64K +479 +9%
MFP
1252
Meridian Financial Partners
Virginia
$789K +$26.7K +200 +4%
TPWA
1253
TRUE Private Wealth Advisors
Oregon
$788K +$134 +1 +0%
PWM
1254
Prentice Wealth Management
New York
$787K – – –
BCM
1255
BTR Capital Management
California
$785K -$7.08K -53 -0.9%
BWM
1256
Baystate Wealth Management
Massachusetts
$785K +$6.01K +45 +0.8%
AT
1257
Arden Trust
Delaware
$783K -$340K -2,541 -30%
GC
1258
Gratus Capital
Georgia
$779K – – –
9WM
1259
9258 Wealth Management
Ohio
$777K -$17.1K -128 -2%
MA
1260
MBA Advisors
Pennsylvania
$774K +$18.4K +138 +2%
RI
1261
Ridgewood Investments
New Jersey
$770K -$9.22K -69 -1%
CA
1262
Claro Advisors
Massachusetts
$770K – – –
BWP
1263
BSW Wealth Partners
Colorado
$769K -$305K -2,284 -28%
UCI
1264
Uncommon Cents Investing
Wisconsin
$769K – – –
AI
1265
Atom Investors
Texas
$768K +$773K +5,784 New
OIA
1266
OneDigital Investment Advisors
Kansas
$766K +$74.9K +560 +11%
BEC
1267
Blue Edge Capital
Virginia
$764K – – –
S
1268
SignatureFD
Georgia
$763K +$45.2K +338 +6%
1IA
1269
1834 Investment Advisors
Wisconsin
$762K +$450K +3,363 +142%
VCM
1270
Vigilant Capital Management
Maine
$760K +$94.6K +708 +14%
BA
1271
Bridgewater Advisors
New York
$759K +$936 +7 +0.1%
RIM
1272
Reliant Investment Management
Tennessee
$759K +$231K +1,726 +43%
KNW
1273
Kesler Norman & Wride
Utah
$757K -$10K -75 -1%
MSFS
1274
Main Street Financial Solutions
Pennsylvania
$757K +$199K +1,488 +35%
BAM
1275
Barrett Asset Management
New York
$756K +$72.2K +540 +10%
49 50
51
52 53