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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1351
Stableford Capital II
Arizona
$653K – – –
RIG
1352
Roosevelt Investment Group
New York
$652K -$7.26K -48 -1%
CB
1353
CNB Bank
Pennsylvania
$651K +$184K +1,213 +38%
AWM
1354
AllSquare Wealth Management
New York
$646K +$9.99K +66 +2%
CC
1355
Cornerstone Capital
California
$644K -$79.1K -523 -11%
LCM
1356
Liberty Capital Management
Michigan
$644K -$23.8K -157 -3%
BWP
1357
BSW Wealth Partners
Colorado
$644K +$9.23K +61 +1%
HCP
1358
Holt Capital Partners
Texas
$640K – – –
PCM
1359
Palisade Capital Management
New Jersey
$640K – – –
BAM
1360
Belpointe Asset Management
Nevada
$639K -$249K -1,644 -27%
CP
1361
Coho Partners
Pennsylvania
$637K – – –
ATC
1362
Argent Trust Co
Tennessee
$637K +$53.1K +351 +9%
MFG
1363
Merit Financial Group
Georgia
$636K +$85.5K +565 +15%
NL
1364
NWAM LLC
Washington
$633K -$106K -700 -14%
ACI
1365
Alpha Cubed Investments
California
$633K -$16.9K -112 -3%
BA
1366
Birinyi Associates
Connecticut
$631K -$213K -1,410 -25%
NG
1367
Northstar Group
New York
$630K +$8.93K +59 +1%
NA
1368
Nottingham Advisors
New York
$629K -$41.5K -274 -6%
JMFC
1369
J.M. Forbes & Co
Massachusetts
$629K +$3.63K +24 +0.6%
GT
1370
Greenleaf Trust
Michigan
$629K +$89.1K +589 +16%
CIP
1371
Cornerstone Investment Partners
Georgia
$628K +$135K +889 +26%
PAS
1372
Professional Advisory Services
Florida
$626K -$3.48K -23 -0.5%
AI
1373
Accredited Investors
Minnesota
$626K +$95.8K +633 +17%
AWM
1374
Altavista Wealth Management
North Carolina
$626K +$212K +1,398 +49%
ARMT
1375
Amica Retiree Medical Trust
Rhode Island
$625K – – –
53 54
55
56 57