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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1476
Kingsview Wealth Management
Oregon
$336K +$8.88K +74 +2%
OCM
1477
One Capital Management
California
$333K +$34.3K +286 +10%
SCM
1478
Silvant Capital Management
Georgia
$332K – – –
TSS
1479
Two Sigma Securities
New York
$332K +$367K +3,055 New
SMG
1480
Spectrum Management Group
Indiana
$330K – – –
IDBONY
1481
Israel Discount Bank of New York
New York
$329K +$52.1K +434 +17%
COI
1482
Capital One Investing
Virginia
$329K +$363K +3,023 New
QCM
1483
Quantinno Capital Management
New York
$329K +$363K +3,023 New
BOTW
1484
Bank of the West
California
$328K -$428K -3,568 -54%
WP
1485
WealthShield Partners
North Carolina
$328K -$86.7K -722 -19%
HCM
1486
Hutchinson Capital Management
California
$328K -$12.5K -104 -3%
MWM
1487
Mascoma Wealth Management
New Hampshire
$328K +$240 +2 +0.1%
MPW
1488
MA Private Wealth
California
$328K +$362K +3,015 New
AIM
1489
Avity Investment Management
Connecticut
$327K – – –
LSAG
1490
Lake Street Advisors Group
New Hampshire
$327K +$160K +1,334 +80%
ER
1491
Enlightenment Research
Florida
$327K +$362K +3,012 New
SCM
1492
Stevens Capital Management
Pennsylvania
$325K -$1.25M -10,436 -78%
HA
1493
Hamel Associates
New Jersey
$325K +$18.8K +157 +6%
LIA
1494
LBMC Investment Advisors
Tennessee
$325K +$109K +906 +44%
H
1495
HoyleCohen
California
$324K -$341K -2,845 -49%
IB
1496
Intrust Bank
Kansas
$324K -$18.1K -151 -5%
TTWM
1497
TCV Trust & Wealth Management
Virginia
$323K +$52K +433 +17%
VCM
1498
Virtue Capital Management
Tennessee
$322K -$1.21M -10,070 -77%
POIA
1499
Pin Oak Investment Advisors
Texas
$322K – – –
VAS
1500
Valicenti Advisory Services
New York
$320K -$3.87M -32,285 -92%
58 59
60
61 62