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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1476
Patriot Financial Group Insurance Agency
Massachusetts
$413K -$30.9K -235 -7%
FNBSF
1477
First National Bank Sioux Falls
South Dakota
$413K – – –
HCM
1478
Harvest Capital Management
New Hampshire
$413K +$1.84K +14 +0.4%
PGIM
1479
Pacific Global Investment Management
California
$412K -$482K -3,672 -54%
FUBT
1480
First United Bank & Trust
Maryland
$412K -$13.7K -104 -3%
IDBONY
1481
Israel Discount Bank of New York
New York
$412K +$10.1K +77 +3%
KFA
1482
Kays Financial Advisory
Georgia
$408K -$24.6K -187 -6%
CCM
1483
Carlson Capital Management
Minnesota
$406K -$54.8K -417 -12%
PAM
1484
Pegasus Asset Management
New York
$406K -$44.5K -339 -10%
SLA
1485
Silver Lake Advisory
Utah
$406K +$263 +2 +0.1%
HFS
1486
Howard Financial Services
Texas
$404K – – –
SCM
1487
Silvant Capital Management
Georgia
$403K – – –
SFSIG
1488
San Francisco Sentry Investment Group
California
$401K -$54.5K -415 -12%
SMG
1489
Spectrum Management Group
Indiana
$400K – – –
AGA
1490
Accuvest Global Advisors
Utah
$399K -$79.9K -608 -17%
FMLI
1491
Fukoku Mutual Life Insurance
Japan
$399K -$68.7K -523 -15%
HFA
1492
Huber Financial Advisors
Illinois
$399K +$263 +2 +0.1%
AIM
1493
Avity Investment Management
Connecticut
$397K – – –
IDA
1494
Intelligence Driven Advisers
California
$397K +$11K +84 +3%
TSWM
1495
Triangle Securities Wealth Management
North Carolina
$395K +$132K +1,003 +52%
GRP
1496
Global Retirement Partners
California
$395K +$188K +1,432 +92%
LC
1497
Landaas & Company
Wisconsin
$394K – – –
CL
1498
CPWM LLC
Washington
$391K +$525 +4 +0.1%
CAW
1499
Cornerstone Advisors (Washington)
Washington
$391K +$38.8K +295 +11%
WI
1500
Wintrust Investments
Illinois
$390K -$1.47M -11,166 -79%
58 59
60
61 62