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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1401
Tectonic Advisors
Texas
$711K +$51.6K +382 +8%
MW
1402
Marcum Wealth
Ohio
$709K +$46.6K +345 +7%
SWP
1403
Summit Wealth Partners
Florida
$708K +$387K +2,865 +133%
ZCA
1404
Zeke Capital Advisors
Pennsylvania
$707K +$135 +1 +0%
HI
1405
Hoey Investments
Pennsylvania
$706K +$1.62K +12 +0.2%
BCM
1406
Brasada Capital Management
Texas
$706K +$675K +5,000 New
MFS
1407
Monetta Financial Services
Illinois
$706K +$675K +5,000 New
DIM
1408
Delta Investment Management
California
$705K – – –
SWM
1409
Sugarloaf Wealth Management
Georgia
$704K +$5.8K +43 +0.9%
ZB
1410
Zions Bancorporation
Utah
$703K -$24.4K -181 -4%
WPC
1411
Wedmont Private Capital
Pennsylvania
$703K +$247K +1,827 +58%
BTW
1412
Boston Trust Walden
Massachusetts
$702K -$8.1K -60 -1%
CPC
1413
Congress Park Capital
New York
$701K -$263K -1,950 -28%
CAI
1414
Capital Advisors Inc
Oklahoma
$700K -$76.7K -568 -10%
JGIA
1415
Jackson Grant Investment Advisers
Connecticut
$699K +$2.83K +21 +0.4%
SFI
1416
SPC Financial Inc
Maryland
$697K +$12.7K +94 +2%
CFO
1417
Collective Family Office
Pennsylvania
$696K -$372K -2,753 -36%
PJSIMP
1418
P.J. Schmidt Investment Management (PJS)
Wisconsin
$696K +$127K +939 +22%
FCIM
1419
Fairview Capital Investment Management
California
$696K +$666K +4,936 New
AP
1420
Atwood & Palmer
Missouri
$692K -$47.2K -350 -7%
BIC
1421
Beach Investment Counsel
Pennsylvania
$692K – – –
HT
1422
Heritage Trust
Oklahoma
$689K -$11.6K -86 -2%
BWM
1423
BT Wealth Management
Georgia
$688K +$10.3K +76 +2%
FAM
1424
Fenimore Asset Management
New York
$687K -$16.2K -120 -2%
TWM
1425
Tradition Wealth Management
Minnesota
$686K +$15.7K +116 +2%
55 56
57
58 59