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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1301
Collective Family Office
Pennsylvania
$689K +$219K +1,831 +51%
FF
1302
FourThought Financial
Florida
$687K -$40.1K -335 -6%
BAM
1303
Barrett Asset Management
New York
$686K -$110K -919 -15%
BWM
1304
BerganKDV Wealth Management
Minnesota
$686K -$838 -7 -0.1%
AIA
1305
AGF Investments America
Ontario, Canada
$686K – – –
WC
1306
Woodstock Corp
Massachusetts
$683K -$171K -1,430 -21%
PCM
1307
Palisade Capital Management
New Jersey
$683K -$26.3K -220 -4%
RFG
1308
Range Financial Group
Oregon
$683K +$642K +5,365 New
WA
1309
WBH Advisory
Maryland
$682K -$17.6K -147 -3%
IWA
1310
Intercontinental Wealth Advisors
Texas
$681K -$33.9K -283 -5%
HWA
1311
Heritage Wealth Advisors
Virginia
$681K -$1.79K -15 -0.3%
MPCG
1312
Matrix Private Capital Group
New York
$680K +$99.1K +828 +18%
TAM
1313
Trillium Asset Management
Massachusetts
$679K -$12.7K -106 -2%
OPS
1314
Orion Portfolio Solutions
Nebraska
$672K +$126K +1,051 +25%
ANRIA
1315
American National Registered Investment Advisor
Texas
$671K – – –
CCM
1316
Coldstream Capital Management
Washington
$669K -$76K -635 -11%
BRM
1317
Boston Research & Management
Massachusetts
$669K -$10.7K -89 -2%
OIA
1318
OneDigital Investment Advisors
Kansas
$669K +$3.23K +27 +0.5%
SFO
1319
Stokes Family Office
Louisiana
$667K +$40.6K +339 +7%
DIM
1320
Delta Investment Management
California
$665K +$1.08K +9 +0.2%
PCMM
1321
Piedmont Capital Management (Montana)
Montana
$665K +$57.4K +480 +10%
FAM
1322
Fenimore Asset Management
New York
$664K -$128K -1,072 -17%
EHC
1323
Everett Harris & Co
California
$657K -$332K -2,772 -35%
BIC
1324
Beach Investment Counsel
Pennsylvania
$657K – – –
FHC
1325
First Heartland Consultants
Missouri
$655K +$77.8K +650 +14%
51 52
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