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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1426
Magnus Financial Group
New York
$517K +$30.7K +266 +7%
LWM
1427
Liberty Wealth Management
California
$517K +$88K +761 +20%
DDC
1428
DF Dent & Co
Maryland
$516K – – –
KFS
1429
Kurt F. Somerville
$514K – – –
TWM
1430
Titus Wealth Management
California
$513K +$73.9K +639 +18%
ACM
1431
Allred Capital Management
Texas
$511K -$14K -121 -3%
CWM
1432
Chesapeake Wealth Management
Virginia
$510K – – –
OPS
1433
Orion Portfolio Solutions
Nebraska
$508K -$62.5K -541 -11%
JGIA
1434
Jackson Grant Investment Advisers
Connecticut
$508K -$578 -5 -0.1%
ST
1435
Sabal Trust
Florida
$508K +$31.1K +269 +7%
LFF
1436
Level Four Financial
Texas
$508K +$488K +4,220 New
GWA
1437
GGM Wealth Advisors
Maryland
$507K +$481K +4,166 New
LIA
1438
LBMC Investment Advisors
Tennessee
$506K -$67.3K -582 -12%
NIM
1439
Northeast Investment Management
Massachusetts
$504K -$5.55K -48 -1%
NGA
1440
Naples Global Advisors
Florida
$504K +$75.1K +650 +18%
IA
1441
Insight Advisors
Pennsylvania
$504K +$484K +4,188 New
FMC
1442
First Merchants Corp
Indiana
$503K -$4.16K -36 -0.9%
CL
1443
COWA LLC
Oklahoma
$501K +$476K +4,122 New
DBT
1444
Dubuque Bank & Trust
Iowa
$500K +$219K +1,899 +84%
VI
1445
Versor Investments
New York
$498K -$489K -4,231 -51%
WC
1446
Whitney & Co
New York
$498K -$29.8K -258 -6%
BFC
1447
Bedel Financial Consulting
Indiana
$497K +$71.8K +621 +18%
AL
1448
Aspiriant LLC
California
$496K -$249K -2,152 -34%
IAS
1449
Investment Advisory Services
Texas
$496K -$103K -892 -18%
EWM
1450
Endurance Wealth Management
Rhode Island
$496K -$60.4K -523 -11%
56 57
58
59 60