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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1551
Boston Research & Management
Massachusetts
$766K -$29.5K -170 -4%
AWM
1552
Accel Wealth Management
Iowa
$766K +$769K +4,426 New
MPCG
1553
Matrix Private Capital Group
New York
$764K +$4.17K +24 +0.5%
RMSCM
1554
R.M. Sincerbeaux Capital Management
New York
$762K -$122K -700 -14%
SIM
1555
Sentry Investment Management
Wisconsin
$760K -$156K -900 -17%
SFA
1556
Souders Financial Advisors
Ohio
$760K +$10.3K +59 +1%
PCM
1557
Permanent Capital Management
Illinois
$759K +$447K +2,574 New
LCGC
1558
Legacy Capital Group California
California
$758K +$6.95K +40 +0.9%
PFSC
1559
Peoples Financial Services Corp
Pennsylvania
$758K -$333K -1,916 -30%
AG
1560
AlTi Global
New York
$757K -$22.1K -127 -3%
AP
1561
Appleton Partners
Massachusetts
$756K -$16.2K -93 -2%
CCB
1562
Cutter & Co Brokerage
Missouri
$756K -$9.56K -55 -1%
HCS
1563
Himension Capital (Singapore)
Singapore
$756K +$759K +4,369 New
AA
1564
Argent Advisors
Louisiana
$755K -$2.95K -17 -0.4%
VA
1565
Valmark Advisers
Ohio
$753K +$94.7K +545 +14%
CFP
1566
Catalyst Financial Partners
Massachusetts
$749K +$175K +1,007 +30%
ICP
1567
Interchange Capital Partners
Pennsylvania
$749K +$753K +4,332 New
IIM
1568
InTrack Investment Management
Vermont
$747K -$16.3K -94 -2%
BONH
1569
Bank of New Hampshire
New Hampshire
$747K -$8.69K -50 -1%
WBWA
1570
William B. Walkup & Associates
South Carolina
$747K +$750K +4,318 New
OFG
1571
Oxford Financial Group
Indiana
$744K +$455K +2,619 +156%
PCMI
1572
Paradigm Capital Management Inc
New York
$744K – – –
MTIC
1573
Missouri Trust & Investment Company
Missouri
$743K +$52.1K +300 +8%
MIS
1574
Morningstar Investment Services
Illinois
$740K -$76.6K -441 -9%
HBT
1575
Heartland Bank & Trust
Illinois
$737K +$6.08K +35 +0.8%
61 62
63
64 65