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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1626
Marble Harbor Investment Counsel
Massachusetts
$380K – – –
CFG
1627
CMC Financial Group
Georgia
$380K +$3.83K +32 +1%
CYG
1628
Clean Yield Group
Vermont
$380K +$58K +485 +19%
GSEP
1629
Golden State Equity Partners
California
$379K +$356K +2,978 New
CB
1630
CNB Bank
Pennsylvania
$378K -$7.18K -60 -2%
CCA
1631
Column Capital Advisors
Indiana
$376K +$359 +3 +0.1%
SAA
1632
Southeast Asset Advisors
Georgia
$376K +$125K +1,046 +55%
KS
1633
Karpas Strategies
Connecticut
$375K – – –
PFBT
1634
Parkside Financial Bank & Trust
Missouri
$372K -$30.9K -258 -8%
S
1635
SimplyRich
California
$372K – – –
BO
1636
Bank OZK
Arkansas
$371K -$87.6K -732 -20%
SFG
1637
StrategIQ Financial Group
Indiana
$370K -$12.1K -101 -3%
KA
1638
Klingman & Associates
New York
$370K +$66.1K +552 +23%
6F
1639
626 Financial
Michigan
$370K +$356K +2,974 New
TSS
1640
Thomas Story & Son
Indiana
$368K – – –
BCM
1641
Buckhead Capital Management
Georgia
$367K -$70K -585 -17%
TNB
1642
Thomasville National Bank
Georgia
$367K +$98.6K +824 +31%
TAM
1643
Tealwood Asset Management
Minnesota
$366K +$359 +3 +0.1%
BCAM
1644
Boston Common Asset Management
Massachusetts
$366K +$3.95K +33 +1%
WP
1645
WealthPLAN Partners
Nebraska
$366K +$59.5K +497 +23%
WHG
1646
Westwood Holdings Group
Texas
$365K -$33.3K -278 -9%
PSC
1647
Prentiss Smith & Co
Vermont
$365K – – –
TF
1648
TimeScale Financial
Massachusetts
$365K +$3.95K +33 +1%
SAM
1649
Secure Asset Management
Michigan
$365K +$83.4K +697 +32%
ISWM
1650
Independent Solutions Wealth Management
New York
$364K +$41.2K +344 +14%
64 65
66
67 68