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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1601
Colonial Trust
South Carolina
$768K -$6.57K -36 -0.9%
KWMG
1602
King Wealth Management Group
Florida
$766K – – –
MPM
1603
MBB Public Markets
Illinois
$765K +$731K +4,005 New
IGWM
1604
ICA Group Wealth Management
Colorado
$764K +$208K +1,142 +40%
MTIC
1605
Missouri Trust & Investment Company
Missouri
$763K +$73K +400 +11%
ZB
1606
Zions Bancorporation
Utah
$762K +$58.2K +319 +9%
LI
1607
LRI Investments
Florida
$762K +$728K +3,991 New
NBT
1608
Northwest Bank & Trust
Iowa
$761K -$614K -3,365 -42%
OHWP
1609
Oak Harbor Wealth Partners
North Carolina
$760K +$547 +3 +0.1%
AIC
1610
Archer Investment Corporation
Indiana
$759K +$9.12K +50 +1%
YIA
1611
YHB Investment Advisors
Connecticut
$757K -$5.29K -29 -0.7%
OFS
1612
OneAscent Financial Services
Alabama
$755K +$36.3K +199 +5%
WA1
1613
Wimmer Associates 1
California
$752K -$7.66K -42 -1%
PA
1614
Procyon Advisors
Connecticut
$748K -$174K -955 -20%
LFA
1615
LifeGuide Financial Advisors
Pennsylvania
$747K – – –
QC
1616
Quent Capital
New York
$746K +$50.4K +276 +8%
BCM
1617
BluePath Capital Management
Georgia
$745K -$133K -731 -16%
VIA
1618
Virtus Investment Advisers
Connecticut
$745K -$46.3K -254 -6%
PCA
1619
Pallas Capital Advisors
Massachusetts
$744K -$8.21K -45 -1%
SW
1620
SMART Wealth
Nebraska
$744K +$70.1K +384 +11%
EHC
1621
Everett Harris & Co
California
$741K +$31.9K +175 +5%
CAL
1622
Capital Advisors Ltd
Ohio
$741K +$4.2K +23 +0.6%
PP
1623
PDS Planning
Ohio
$741K +$32.1K +176 +5%
QPBE
1624
Quintet Private Bank (Europe)
Luxembourg
$739K -$94.3K -517 -13%
GC
1625
Gilbert & Cook
Iowa
$738K -$4.56K -25 -0.6%
63 64
65
66 67