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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1701
Investment Counsel
Michigan
$273K – – –
TAM
1702
Tealwood Asset Management
Minnesota
$273K +$6.83K +58 +3%
LC
1703
LCNB Corp
Ohio
$273K +$27.1K +230 +11%
CCA
1704
Conestoga Capital Advisors
Pennsylvania
$272K – – –
FWM
1705
FSA Wealth Management
Massachusetts
$272K – – –
MS
1706
Madden Securities
Texas
$272K +$7.3K +62 +3%
TA
1707
TFG Advisers
Michigan
$272K +$16K +136 +6%
RCA
1708
Rowland Carmichael Advisors
Arizona
$272K +$20.8K +177 +8%
AWA
1709
Acorn Wealth Advisors
Michigan
$272K +$33.1K +281 +14%
SFM
1710
Signet Financial Management
New Jersey
$271K -$7.65K -65 -3%
IA
1711
Independence Advisors
Pennsylvania
$270K -$29.2K -248 -10%
MIM
1712
Miller Investment Management
Pennsylvania
$270K – – –
KA
1713
Klingman & Associates
New York
$270K +$273K +2,323 New
LCM
1714
LVM Capital Management
Michigan
$269K – – –
NQWM
1715
Northwest Quadrant Wealth Management
Oregon
$269K +$3.41K +29 +1%
MS
1716
Mizuho Securities
Japan
$268K +$67.7K +575 +33%
IC
1717
Inscription Capital
Texas
$265K -$2.12K -18 -0.8%
TTWM
1718
TCV Trust & Wealth Management
Virginia
$264K +$14.4K +122 +6%
CCA
1719
Catalyst Capital Advisors
New York
$263K -$232K -1,967 -47%
DBT
1720
Dubuque Bank & Trust
Iowa
$263K -$3.77K -32 -1%
CCM
1721
Crossvault Capital Management
Texas
$263K – – –
SSW
1722
Smith Shellnut Wilson
Mississippi
$263K +$14.5K +123 +6%
SWP
1723
Summit Wealth Partners
Florida
$263K +$6.36K +54 +2%
PB
1724
Pinnacle Bancorp
Nebraska
$262K -$589 -5 -0.2%
PCA
1725
Private Capital Advisors
Connecticut
$262K – – –
67 68
69
70 71