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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1701
City State Bank
Iowa
$880K +$55.9K +251 +7%
BW
1702
BXM Wealth
Colorado
$879K +$891K +3,999 New
FIA
1703
FNY Investment Advisers
New York
$879K +$891K +4,002 New
OFS
1704
OneAscent Financial Services
Alabama
$877K +$57.7K +259 +7%
CIG
1705
Cullen Investment Group
Louisiana
$876K +$27.4K +123 +3%
FB
1706
First Bancorp
Maine
$875K -$10.5K -47 -1%
WDG
1707
Wealth Dimensions Group
Ohio
$873K +$8.91K +40 +1%
GJWM
1708
Gilliland Jeter Wealth Management
Arkansas
$873K +$668 +3 +0.1%
IP
1709
Investment Partners
Ohio
$869K -$9.13K -41 -1%
WAM
1710
Weatherly Asset Management
California
$867K – – –
RI
1711
Rinkey Investments
California
$866K +$17.8K +80 +2%
IIM
1712
InTrack Investment Management
Vermont
$866K -$77.5K -348 -8%
MWM
1713
Manske Wealth Management
Texas
$866K +$877K +3,939 New
OFG
1714
Oxford Financial Group
Indiana
$865K -$18.9K -85 -2%
VAG
1715
VisionPoint Advisory Group
Texas
$865K -$225K -1,009 -20%
BPWM
1716
Badgley Phelps Wealth Managers
Washington
$861K -$16.7K -75 -2%
PDL
1717
Portfolio Design Labs
California
$861K +$610K +2,740 +233%
QWM
1718
Quadcap Wealth Management
Texas
$858K +$142K +637 +20%
RIM
1719
Reliant Investment Management
Tennessee
$857K – – –
WRPWM
1720
Werba Rubin Papier Wealth Management
California
$850K +$2.67K +12 +0.3%
KFS
1721
Keynote Financial Services
Connecticut
$850K +$5.57K +25 +0.7%
CPC
1722
Congress Park Capital
New York
$849K – – –
MSG
1723
Main Street Group
Virginia
$848K -$771K -3,464 -47%
RGI
1724
River Global Investors
United Kingdom
$848K -$695K -3,122 -45%
OIM
1725
Oder Investment Management
California
$846K -$193K -865 -18%
67 68
69
70 71