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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMA
1301
Roffman Miller Associates
Pennsylvania
$837K -$52.5K -389 -6%
DAM
1302
Derbend Asset Management
Georgia
$836K -$664K -4,918 -45%
MSCM
1303
McElhenny Sheffield Capital Management
Texas
$836K – – –
RE
1304
RBC Europe
United Kingdom
$836K – – –
PAM
1305
Premier Asset Management
Illinois
$833K -$509K -3,770 -37%
RIG
1306
Renaissance Investment Group
Massachusetts
$832K -$41.2K -305 -5%
NB
1307
Nicolet Bankshares
Wisconsin
$832K -$12.1K -90 -2%
SWA
1308
SFMG Wealth Advisors
Texas
$832K +$79K +585 +11%
BB
1309
Berkshire Bank
Massachusetts
$831K +$71.9K +533 +10%
PP
1310
Patten & Patten
Tennessee
$830K +$13.5K +100 +2%
BFG
1311
Beacon Financial Group
Texas
$830K +$136K +1,004 +21%
TWM
1312
Titus Wealth Management
California
$830K +$173K +1,284 +28%
UCI
1313
Uncommon Cents Investing
Wisconsin
$829K +$16.2K +120 +2%
OPPS
1314
Obsidian Personal Planning Solutions
Maryland
$829K +$792K +5,869 New
BFA
1315
Beacon Financial Advisory
Ohio
$827K +$11.2K +83 +1%
RWP
1316
RWA Wealth Partners
Massachusetts
$822K +$53.4K +396 +7%
WA
1317
Waverly Advisors
Alabama
$820K +$178K +1,317 +29%
PHS
1318
Pekin Hardy Strauss
Illinois
$819K -$10.8K -80 -1%
RG
1319
Retirement Group
California
$819K +$52K +385 +3%
PCMM
1320
Piedmont Capital Management (Montana)
Montana
$818K -$83.3K -617 -10%
AWM
1321
Axxcess Wealth Management
California
$815K +$31K +230 +4%
GC
1322
Gratus Capital
Georgia
$814K -$65.7K -487 -8%
CBC
1323
Coombe, Bender & Co
New York
$812K +$776K +5,748 New
AA
1324
Argent Advisors
Louisiana
$808K -$13.1K -97 -2%
CAGAS
1325
Capital Advisory Group Advisory Services
Minnesota
$808K -$4.32K -32 -0.5%
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