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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1776
Spirepoint Private Client
Florida
$891K -$40.4K -165 -4%
GSB
1777
Greenfield Savings Bank
Massachusetts
$890K -$978 -4 -0.1%
OFG
1778
Oxford Financial Group
Indiana
$888K -$89.8K -367 -9%
AI
1779
Accredited Investors
Minnesota
$887K -$107K -436 -11%
CPC
1780
Congress Park Capital
New York
$886K -$73.4K -300 -8%
IPW
1781
Invictus Private Wealth
Colorado
$886K -$11.5K -47 -1%
GSF
1782
Grove Street Fiduciary
New Hampshire
$884K +$269K +1,100 +45%
CF
1783
Convergence Financial
Missouri
$883K +$239K +977 +38%
SFG
1784
Shum Financial Group
California
$882K +$1.22K +5 +0.1%
S
1785
Sachetta
Massachusetts
$882K -$24.2K -99 -3%
AWM
1786
Angeles Wealth Management
California
$880K -$4.4K -18 -0.5%
SWMP
1787
Signature Wealth Management Partners
New Jersey
$878K -$14.4K -59 -2%
MBTD
1788
Mechanics Bank - Trust Department
California
$877K +$303K +1,240 +54%
EFSCE
1789
Enterprise Financial Services Corp (EFSC)
Missouri
$877K -$374K -1,528 -30%
SMC
1790
Smith, Moore & Co
Missouri
$877K +$68.7K +281 +9%
NRI
1791
NFP Retirement Inc
California
$875K -$21K -86 -2%
DG
1792
DMC Group
Alabama
$875K +$10.3K +42 +1%
WC
1793
Whitney & Co
New York
$873K -$16.9K -69 -2%
AP
1794
Appleton Partners
Massachusetts
$872K +$185K +756 +28%
WQ
1795
Wealth Quarterback
New Jersey
$872K +$65.3K +267 +8%
MFC
1796
Mechanics Financial Corp
Ohio
$871K +$67.5K +276 +9%
VIPI
1797
Vista Investment Partners II
Indiana
$870K -$9.29K -38 -1%
FPL
1798
Fortress Private Ledger
North Carolina
$869K +$57.5K +235 +7%
GWA
1799
Geometric Wealth Advisors
District of Columbia
$868K +$5.63K +23 +0.7%
HFRG
1800
Houlihan Financial Resource Group
Virginia
$868K -$23.7K -97 -3%
70 71
72
73 74