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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1701
Pinnacle Bancorp
Nebraska
$239K +$3.29K +26 +1%
TTWM
1702
TCV Trust & Wealth Management
Virginia
$239K +$3.29K +26 +1%
DSN
1703
D. Scott Neal
Kentucky
$239K +$20.1K +159 +8%
ISWM
1704
Independent Solutions Wealth Management
New York
$239K +$43.5K +344 +18%
FFG
1705
Frisch Financial Group
New York
$238K -$34.4K -272 -11%
PAM
1706
Peak Asset Management
Colorado
$238K +$16.6K +131 +6%
SP
1707
Symmetry Partners
Connecticut
$236K -$490K -3,878 -64%
TA
1708
Tiedemann Advisors
New York
$236K -$227K -1,798 -45%
SFFS
1709
Stonehage Fleming Financial Services
Jersey
$236K – – –
KFI
1710
Key Financial Inc
Pennsylvania
$235K -$25.7K -203 -9%
FA
1711
Faithward Advisors
Pennsylvania
$235K -$16.3K -129 -6%
SCA
1712
STALEY CAPITAL ADVISERS
Pennsylvania
$235K – – –
GCA
1713
Genesee Capital Advisors
New York
$234K -$4.05K -32 -1%
HFP
1714
Holistic Financial Partners
Indiana
$234K – – –
SWP
1715
Summit Wealth Partners
Florida
$234K -$44K -348 -14%
RWM
1716
Ritholtz Wealth Management
New York
$233K -$580K -4,590 -68%
AIM
1717
Aspen Investment Management
Michigan
$233K -$13.2K -104 -5%
BFG
1718
Bouchey Financial Group
New York
$233K -$6.45K -51 -2%
TAM
1719
Todd Asset Management
Kentucky
$233K +$17.3K +137 +7%
PFO
1720
Pathstone Family Office
New Jersey
$233K +$152K +1,200 +120%
OC
1721
Oarsman Capital
Wisconsin
$232K -$216K -1,710 -44%
MPW
1722
MA Private Wealth
California
$232K +$2.53K +20 +0.9%
BOM
1723
Bank of Marin
California
$232K +$54K +427 +24%
NPT
1724
Nixon Peabody Trust
Massachusetts
$232K +$276K +2,186 New
PPP
1725
Private Portfolio Partners
New Jersey
$230K -$17.1K -135 -6%
67 68
69
70 71