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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1426
Harel Insurance Investments & Financial Services
Israel
$609K +$571K +4,555 New
JWM
1427
Jeppson Wealth Management
California
$608K -$7.9K -63 -1%
WA
1428
Wealth Alliance
New York
$607K -$138K -1,099 -19%
HR
1429
Howe & Rusling
New York
$607K -$59.1K -471 -9%
IP
1430
Ignite Planners
California
$607K +$571K +4,556 New
QI
1431
Qtron Investments
Massachusetts
$605K -$185K -1,475 -25%
BST
1432
Bath Savings Trust
Maine
$605K -$29K -231 -5%
BCA
1433
Bay Colony Advisors
Massachusetts
$604K +$11K +88 +2%
BMA
1434
Brooks Moore & Associates
Tennessee
$603K -$349K -2,781 -38%
CAI
1435
Capital Advisors Inc
Oklahoma
$603K -$109K -868 -16%
JFL
1436
Jarislowsky, Fraser Ltd
Quebec, Canada
$601K -$246K -1,964 -30%
BHWM
1437
Beaird Harris Wealth Management
Texas
$601K +$564K +4,493 New
BRM
1438
Boston Research & Management
Massachusetts
$600K -$26K -207 -4%
GFS
1439
GYL Financial Synergies
Connecticut
$600K -$18.1K -144 -3%
AA
1440
Addison Advisors
Vermont
$599K +$39.5K +315 +8%
BC
1441
Burleson & Co
California
$598K -$25.7K -205 -4%
UHC
1442
Union Heritage Capital
Michigan
$597K -$25.8K -206 -4%
FMLI
1443
Fukoku Mutual Life Insurance
Japan
$595K -$6.02K -48 -1%
SGCA
1444
Steel Grove Capital Advisors
Tennessee
$593K -$1.1M -8,753 -66%
REMPR
1445
Roof Eidam Maycock Peralta (REMP)
California
$593K -$25.6K -204 -4%
M
1446
Mirova
France
$590K -$835K -6,660 -60%
BCM
1447
Becker Capital Management
Oregon
$587K -$40.4K -322 -7%
FI
1448
Fosun International
China
$587K -$25.3K -202 -4%
IWA
1449
Intercontinental Wealth Advisors
Texas
$587K -$25.3K -202 -4%
CCFM
1450
Clear Creek Financial Management
Washington
$586K -$157K -1,250 -22%
56 57
58
59 60