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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
NED
1676
Nancy E. Dempze
$831K +$482K +2,460 +189%
MWM
1677
Massachusetts Wealth Management
Massachusetts
$831K +$737K +3,760 New
CSB
1678
City State Bank
Iowa
$829K -$49.6K -253 -6%
FCAS
1679
First Command Advisory Services
Texas
$826K +$28.2K +144 +4%
OFS
1680
OneAscent Financial Services
Alabama
$825K +$732K +3,732 New
MIM
1681
MTM Investment Management
South Carolina
$820K -$31.2K -159 -4%
EHC
1682
Everett Harris & Co
California
$815K -$9.8K -50 -1%
JC
1683
JB Capital
Connecticut
$814K +$5.88K +30 +0.8%
SAM
1684
SignalPoint Asset Management
Missouri
$813K -$31.4K -160 -4%
CWG
1685
Cornerstone Wealth Group
North Carolina
$812K +$15.7K +80 +2%
MPIA
1686
Mountain Pacific Investment Advisers
Idaho
$812K – – –
MAM
1687
Mirabaud Asset Management
United Kingdom
$809K +$718K +3,664 New
WA1
1688
Wimmer Associates 1
California
$809K – – –
CCG
1689
Catalina Capital Group
California
$807K +$102K +521 +17%
HKAM
1690
Horizon Kinetics Asset Management
New York
$807K – – –
BIC
1691
Beach Investment Counsel
Pennsylvania
$806K -$9.8K -50 -1%
S
1692
Sachetta
Massachusetts
$806K +$134K +684 +23%
OHWP
1693
Oak Harbor Wealth Partners
North Carolina
$805K +$784 +4 +0.1%
TCM
1694
Telos Capital Management
California
$803K +$36.5K +186 +5%
CAAM
1695
Cornerstone Advisors Asset Management
Pennsylvania
$802K – – –
ATWA
1696
Arbor Trust Wealth Advisors
Michigan
$801K – – –
BCP
1697
Blue Chip Partners
Michigan
$800K +$111K +566 +19%
GSB
1698
Greenfield Savings Bank
Massachusetts
$799K -$588 -3 -0.1%
KFGK
1699
Keystone Financial Group (Kentucky)
Kentucky
$799K +$80K +408 +13%
GC
1700
Gilbert & Cook
Iowa
$798K -$980 -5 -0.1%
66 67
68
69 70