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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1676
Spirepoint Private Client
Florida
$831K +$6.67K +34 +0.9%
NED
1677
Nancy E. Dempze
$831K +$482K +2,460 +189%
MWM
1678
Massachusetts Wealth Management
Massachusetts
$831K +$737K +3,760 New
CSB
1679
City State Bank
Iowa
$829K -$49.6K -253 -6%
FCAS
1680
First Command Advisory Services
Texas
$826K +$28.2K +144 +4%
OFS
1681
OneAscent Financial Services
Alabama
$825K +$732K +3,732 New
MIM
1682
MTM Investment Management
South Carolina
$820K -$31.2K -159 -4%
EHC
1683
Everett Harris & Co
California
$815K -$9.8K -50 -1%
JC
1684
JB Capital
Connecticut
$814K +$5.88K +30 +0.8%
SAM
1685
SignalPoint Asset Management
Missouri
$813K -$31.4K -160 -4%
CWG
1686
Cornerstone Wealth Group
North Carolina
$812K +$15.7K +80 +2%
MPIA
1687
Mountain Pacific Investment Advisers
Idaho
$812K – – –
MAM
1688
Mirabaud Asset Management
United Kingdom
$809K +$718K +3,664 New
WA1
1689
Wimmer Associates 1
California
$809K – – –
CCG
1690
Catalina Capital Group
California
$807K +$102K +521 +17%
HKAM
1691
Horizon Kinetics Asset Management
New York
$807K – – –
BIC
1692
Beach Investment Counsel
Pennsylvania
$806K -$9.8K -50 -1%
S
1693
Sachetta
Massachusetts
$806K +$134K +684 +23%
OHWP
1694
Oak Harbor Wealth Partners
North Carolina
$805K +$784 +4 +0.1%
TCM
1695
Telos Capital Management
California
$803K +$36.5K +186 +5%
CAAM
1696
Cornerstone Advisors Asset Management
Pennsylvania
$802K – – –
ATWA
1697
Arbor Trust Wealth Advisors
Michigan
$801K – – –
BCP
1698
Blue Chip Partners
Michigan
$800K +$111K +566 +19%
GSB
1699
Greenfield Savings Bank
Massachusetts
$799K -$588 -3 -0.1%
KFGK
1700
Keystone Financial Group (Kentucky)
Kentucky
$799K +$80K +408 +13%
66 67
68
69 70