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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1401
Marcum Wealth
Ohio
$709K +$46.6K +345 +7%
SWP
1402
Summit Wealth Partners
Florida
$708K +$387K +2,865 +133%
ZCA
1403
Zeke Capital Advisors
Pennsylvania
$707K +$135 +1 +0%
HI
1404
Hoey Investments
Pennsylvania
$706K +$1.62K +12 +0.2%
BCM
1405
Brasada Capital Management
Texas
$706K +$675K +5,000 New
MFS
1406
Monetta Financial Services
Illinois
$706K +$675K +5,000 New
DIM
1407
Delta Investment Management
California
$705K – – –
SWM
1408
Sugarloaf Wealth Management
Georgia
$704K +$5.8K +43 +0.9%
ZB
1409
Zions Bancorporation
Utah
$703K -$24.4K -181 -4%
WPC
1410
Wedmont Private Capital
Pennsylvania
$703K +$247K +1,827 +58%
BTW
1411
Boston Trust Walden
Massachusetts
$702K -$8.1K -60 -1%
CPC
1412
Congress Park Capital
New York
$701K -$263K -1,950 -28%
CAI
1413
Capital Advisors Inc
Oklahoma
$700K -$76.7K -568 -10%
JGIA
1414
Jackson Grant Investment Advisers
Connecticut
$699K +$2.83K +21 +0.4%
SFI
1415
SPC Financial Inc
Maryland
$697K +$12.7K +94 +2%
CFO
1416
Collective Family Office
Pennsylvania
$696K -$372K -2,753 -36%
PJSIMP
1417
P.J. Schmidt Investment Management (PJS)
Wisconsin
$696K +$127K +939 +22%
FCIM
1418
Fairview Capital Investment Management
California
$696K +$666K +4,936 New
AP
1419
Atwood & Palmer
Missouri
$692K -$47.2K -350 -7%
BIC
1420
Beach Investment Counsel
Pennsylvania
$692K – – –
HT
1421
Heritage Trust
Oklahoma
$689K -$11.6K -86 -2%
BWM
1422
BT Wealth Management
Georgia
$688K +$10.3K +76 +2%
FAM
1423
Fenimore Asset Management
New York
$687K -$16.2K -120 -2%
TWM
1424
Tradition Wealth Management
Minnesota
$686K +$15.7K +116 +2%
AAS
1425
Annex Advisory Services
Wisconsin
$686K +$426K +3,154 +185%
55 56
57
58 59