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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1776
Wesleyan Assurance Society
United Kingdom
$207K – – –
SW
1777
SlateStone Wealth
Florida
$207K +$8.93K +68 +5%
PWAG
1778
Polaris Wealth Advisory Group
California
$207K +$203K +1,547 New
BAM
1779
Boyar Asset Management
New York
$206K – – –
PWPS
1780
Pinnacle Wealth Planning Services
Ohio
$206K +$204K +1,555 New
HCMT
1781
Highland Capital Management (Tennessee)
Tennessee
$205K -$1.24M -9,476 -86%
BCM
1782
Beck Capital Management
Texas
$205K -$3.94K -30 -2%
GFP
1783
Gryphon Financial Partners
Ohio
$205K +$204K +1,552 New
AAM
1784
American Asset Management
Florida
$204K -$32.3K -246 -14%
SIAS
1785
Shine Investment Advisory Services
Colorado
$204K -$13.7K -104 -6%
CAM
1786
ClariVest Asset Management
California
$204K -$7.49K -57 -4%
CFG
1787
Cooper Financial Group
California
$204K +$203K +1,549 New
WAM
1788
Weiss Asset Management
Massachusetts
$203K – – –
V
1789
VeraBank
Texas
$202K -$9.85K -75 -5%
CHJWM
1790
Carlton Hofferkamp & Jenks Wealth Management
Texas
$202K +$194K +1,474 New
MCIA
1791
Mountain Capital Investment Advisors
Colorado
$202K +$205K +1,560 New
AWP
1792
Ascent Wealth Partners
New York
$201K -$45.6K -347 -19%
DA
1793
Doliver Advisors
Texas
$201K – – –
BOPW
1794
Brandywine Oak Private Wealth
Pennsylvania
$200K -$131K -994 -40%
VFP
1795
Verus Financial Partners
Virginia
$200K -$18.1K -138 -8%
BCA
1796
Berman Capital Advisors
Georgia
$200K +$36.7K +279 +22%
BCI
1797
Brinker Capital Investments
Pennsylvania
$200K +$54.3K +413 +37%
CAM
1798
Close Asset Management
United Kingdom
$194K +$42K +320 +28%
FCA
1799
FinTrust Capital Advisors
South Carolina
$194K +$82.2K +626 +74%
SA
1800
SRH Advisors
Kansas
$193K -$5.91K -45 -3%
70 71
72
73 74