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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1401
First Command Financial Services
Texas
$578K – – –
CCM
1402
Carlson Capital Management
Minnesota
$577K +$100K +837 +23%
IIM
1403
InTrack Investment Management
Vermont
$575K -$5.03K -42 -0.9%
IC
1404
Intersect Capital
California
$575K +$9.34K +78 +2%
FSC
1405
Full Sail Capital
Oklahoma
$574K +$56.4K +471 +12%
BHC
1406
Bowen Hanes & Co
Florida
$573K +$12.6K +105 +2%
DMK
1407
David M. Knott
$571K – – –
SS
1408
Simplicity Solutions
Minnesota
$570K -$6.47M -54,023 -92%
QPWM
1409
Quadrant Private Wealth Management
Pennsylvania
$569K -$131K -1,094 -20%
AI
1410
Accredited Investors
Minnesota
$569K -$60.6K -506 -10%
RBFC
1411
Roman Butler Fullerton & Co
Missouri
$567K -$15.6K -130 -3%
SFSIG
1412
San Francisco Sentry Investment Group
California
$565K -$2.51K -21 -0.5%
BST
1413
Bath Savings Trust
Maine
$565K +$214K +1,786 +67%
IFWM
1414
Institute for Wealth Management
Colorado
$564K -$74.3K -621 -12%
ITIM
1415
Indiana Trust & Investment Management
Indiana
$560K -$62.7K -524 -11%
WCM
1416
Weld Capital Management
New York
$560K +$316K +2,637 +150%
WC
1417
Whitney & Co
New York
$559K +$16.8K +140 +3%
DWM
1418
Destination Wealth Management
California
$558K -$19.1K -160 -4%
CT
1419
Clearstead Trust
Maine
$557K – – –
BCM
1420
BTR Capital Management
California
$557K +$74.4K +622 +17%
BFG
1421
Baron Financial Group
New Jersey
$557K -$86.9K -726 -14%
BFM
1422
Boston Financial Management
Massachusetts
$556K -$12.6K -105 -2%
BCM
1423
Becker Capital Management
Oregon
$556K +$120 +1 +0%
BWM
1424
BT Wealth Management
Georgia
$555K +$2.39K +20 +0.5%
SWMP
1425
Signature Wealth Management Partners
New Jersey
$555K +$54.9K +459 +12%
55 56
57
58 59