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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1376
Kingsview Wealth Management
Oregon
$516K +$92.9K +729 +24%
BWP
1377
Bernardo Wealth Planning
Pennsylvania
$514K -$27.4K -215 -5%
BFC
1378
Bedel Financial Consulting
Indiana
$514K +$38K +298 +8%
AIP
1379
Almanack Investment Partners
Pennsylvania
$513K +$11.3K +89 +2%
WPC
1380
White Pine Capital
Minnesota
$512K -$253K -1,987 -34%
WBC
1381
West Branch Capital
Massachusetts
$511K +$483K +3,787 New
PCM
1382
Penserra Capital Management
California
$509K -$11.2K -88 -2%
FPFS
1383
First Personal Financial Services
North Carolina
$508K -$2.25M -17,667 -82%
AL
1384
AJO LP
Pennsylvania
$508K – – –
AAM
1385
Ascension Asset Management
New York
$508K – – –
CFD
1386
Creative Financial Designs
Indiana
$507K +$194K +1,521 +68%
TCPWM
1387
Traverso Chambers Private Wealth Management
California
$506K – – –
CT
1388
Clearstead Trust
Maine
$506K +$4.84K +38 +1%
CCM
1389
Coldstream Capital Management
Washington
$505K +$9.69K +76 +2%
TCM
1390
Teza Capital Management
Illinois
$505K +$477K +3,743 New
LB
1391
Landmark Bank
Missouri
$505K +$477K +3,745 New
CA
1392
Claro Advisors
Massachusetts
$504K -$213K -1,673 -31%
SMH
1393
Sanders Morris Harris
Texas
$503K – – –
RIG
1394
Roosevelt Investment Group
New York
$501K -$30.5K -239 -6%
VNA
1395
Valley National Advisers
Pennsylvania
$501K -$1.15K -9 -0.2%
MA
1396
MONECO Advisors
Connecticut
$501K +$155K +1,219 +49%
HCM
1397
Hudson Capital Management
New Jersey
$501K -$5.48K -43 -1%
BWM
1398
Buckley Wealth Management
Nevada
$499K -$257K -2,013 -35%
PK
1399
Pflug Koory
Nebraska
$499K – – –
DT
1400
Diversified Trust
Tennessee
$498K – – –
54 55
56
57 58