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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1776
Apriem Advisors
California
$277K -$14.1K -122 -5%
KF
1777
Krilogy Financial
Missouri
$276K -$178K -1,536 -40%
HCMNY
1778
Howard Capital Management (New York)
New York
$276K +$6.24K +54 +2%
CAM
1779
Cozad Asset Management
Illinois
$275K -$55.4K -479 -17%
IC
1780
Inscription Capital
Texas
$275K – – –
CRI
1781
Colonial River Investments
Virginia
$274K +$271K +2,348 New
SSW
1782
Smith Shellnut Wilson
Mississippi
$273K – – –
OC
1783
Oakworth Capital
Alabama
$273K +$60.2K +521 +30%
CCA
1784
Catalyst Capital Advisors
New York
$272K – – –
SWP
1785
Summit Wealth Partners
Florida
$272K -$116 -1 -0%
LB
1786
Leo Brokerage
Texas
$271K -$61.3K -530 -19%
PCA
1787
Private Capital Advisors
Connecticut
$271K – – –
FMTC
1788
Farmers & Merchants Trust Company
California
$271K +$16.3K +141 +7%
PAM
1789
Peak Asset Management
Colorado
$267K – – –
BWP
1790
Bernardo Wealth Planning
Pennsylvania
$266K -$98.9K -856 -28%
PIN
1791
Prudent Investors Network
California
$266K -$82.6K -715 -24%
GAG
1792
GM Advisory Group
New York
$266K -$74.5K -645 -23%
HCMT
1793
Highland Capital Management (Tennessee)
Tennessee
$266K +$255K +2,210 New
TFA
1794
Trinity Financial Advisors
Ohio
$266K +$256K +2,212 New
GCA
1795
Genesee Capital Advisors
New York
$265K – – –
HFP
1796
Holistic Financial Partners
Indiana
$265K – – –
CA
1797
Crumly & Associates
Illinois
$265K +$270K +2,339 New
BWAM
1798
Boyd Watterson Asset Management
Ohio
$264K -$209K -1,809 -45%
BFG
1799
Bouchey Financial Group
New York
$264K +$578 +5 +0.2%
FVWA
1800
Foster Victor Wealth Advisors
South Carolina
$264K +$253K +2,191 New
70 71
72
73 74