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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1676
LifePlan Investment Advisors
North Carolina
$1.22M +$11.3K +43 +1%
TWM
1677
Trueblood Wealth Management
Ohio
$1.22M +$123K +469 +12%
TFS
1678
Thoroughbred Financial Services
Tennessee
$1.21M +$9.16K +35 +0.8%
GW
1679
Griffith & Werner
Georgia
$1.21M +$1.03M +3,922 New
ATWA
1680
Arbor Trust Wealth Advisors
Michigan
$1.21M – – –
RCA
1681
Resonant Capital Advisors
Wisconsin
$1.21M -$2.09K -8 -0.2%
PWA
1682
Provenance Wealth Advisors
Florida
$1.21M – – –
PFW
1683
Petros Family Wealth
Minnesota
$1.21M +$39K +149 +4%
DWA
1684
Delos Wealth Advisors
Texas
$1.21M +$20.9K +80 +2%
SAM
1685
Sompo Asset Management
Japan
$1.21M -$990K -3,783 -47%
WA
1686
Wealth Architects
California
$1.21M +$139K +530 +14%
BCM
1687
Banyan Capital Management
Georgia
$1.21M +$1.12M +4,276 New
LPT
1688
Legacy Private Trust
Wisconsin
$1.2M -$6.54K -25 -0.6%
BCCM
1689
Bridge Creek Capital Management
Massachusetts
$1.2M -$26.2K -100 -2%
MFG
1690
Monte Financial Group
Connecticut
$1.2M – – –
JSAM
1691
J. Safra Asset Management
New York
$1.2M +$154K +587 +16%
SPC
1692
Spirepoint Private Client
Florida
$1.2M +$174K +665 +18%
CCA
1693
Childress Capital Advisors
Texas
$1.2M +$304K +1,161 +38%
CP
1694
Cumberland Partners
Ontario, Canada
$1.2M +$49.7K +190 +5%
IBOK
1695
Independence Bank of Kentucky
Kentucky
$1.2M -$25.9K -99 -2%
SI
1696
Severin Investments
Missouri
$1.2M +$230K +880 +26%
CWM
1697
Cranbrook Wealth Management
Michigan
$1.2M -$7.07K -27 -0.6%
DHC
1698
Drum Hill Capital
Connecticut
$1.19M – – –
WC
1699
Westerkirk Capital
$1.19M – – –
PAS
1700
PKS Advisory Services
New York
$1.19M +$30.6K +117 +3%
66 67
68
69 70