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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1626
Sax Wealth Advisors
New Jersey
$615K -$115K -758 -17%
OFS
1627
OneAscent Financial Services
Alabama
$614K +$217K +1,433 +62%
TIMH
1628
Tilt Investment Management Holdings
New York
$612K -$160K -1,057 -22%
VA
1629
Valmark Advisers
Ohio
$612K -$14.5K -96 -3%
PS
1630
Planned Solutions
California
$611K +$7.71K +51 +1%
EHC
1631
Everett Harris & Co
California
$606K -$43.8K -290 -7%
PP
1632
PDS Planning
Ohio
$606K -$34.6K -229 -6%
HTIM
1633
Harbour Trust & Investment Management
Indiana
$606K +$560K +3,704 New
WC
1634
Weil Company
California
$605K +$151 +1 +0%
ML
1635
McAdam LLC
Pennsylvania
$604K -$23K -152 -4%
GSB
1636
Greenfield Savings Bank
Massachusetts
$602K – – –
RI
1637
Rinkey Investments
California
$601K +$555K +3,675 New
MPIA
1638
Mountain Pacific Investment Advisers
Idaho
$601K -$7.55K -50 -1%
ZB
1639
Zions Bancorporation
Utah
$601K -$2.12K -14 -0.4%
SPL
1640
Smart Portfolios LLC
Washington
$600K +$487K +3,225 New
CBT
1641
CoreFirst Bank & Trust
Kansas
$600K -$109K -724 -16%
LI
1642
Lafayette Investments
Maryland
$598K -$50K -331 -8%
CPP
1643
Capasso Planning Partners
South Carolina
$597K +$1.21K +8 +0.2%
FPCP
1644
Fort Point Capital Partners
California
$596K +$756 +5 +0.1%
CI
1645
Conning Inc
Connecticut
$595K – – –
HKAM
1646
Horizon Kinetics Asset Management
New York
$594K -$7.55K -50 -1%
QC
1647
Quent Capital
New York
$594K +$8.46K +56 +2%
CAAM
1648
Cornerstone Advisors Asset Management
Pennsylvania
$593K – – –
CMS
1649
Capital Market Strategies
Florida
$588K – – –
MTIC
1650
Missouri Trust & Investment Company
Missouri
$588K +$3.48K +23 +0.6%
64 65
66
67 68