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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
1826
O'Brien Greene & Co
Pennsylvania
$208K +$210K +1,805 New
SIAS
1827
Shine Investment Advisory Services
Colorado
$207K – – –
AWM
1828
Apollon Wealth Management
South Carolina
$207K +$208K +1,794 New
CNB
1829
Camden National Bank
Maine
$207K +$209K +1,799 New
RWM
1830
Rench Wealth Management
Texas
$206K +$207K +1,780 New
TCM
1831
Tradewinds Capital Management
Washington
$205K – – –
MIFH
1832
Migdal Insurance & Financial Holdings
Israel
$205K +$18.7K +161 +10%
TF
1833
Trek Financial
Arizona
$205K +$207K +1,779 New
PF
1834
Phoenix Financial
Israel
$205K +$220K +1,894 New
SCI
1835
Stableford Capital II
Arizona
$204K +$205K +1,768 New
OC
1836
Oakworth Capital
Alabama
$202K – – –
CIS
1837
Connors Investor Services
Pennsylvania
$201K -$12.6M -108,086 -98%
CWA
1838
Carolina Wealth Advisors
South Carolina
$200K – – –
KPCM
1839
Kings Point Capital Management
New York
$198K -$207K -1,778 -51%
RPAM
1840
Rhenman & Partners Asset Management
Sweden
$192K -$76.3K -657 -28%
DI
1841
Disciplined Investments
Oklahoma
$192K – – –
RAM
1842
Riggs Asset Management
Pennsylvania
$191K – – –
AW
1843
Alpha Windward
Massachusetts
$189K -$105K -908 -36%
PAI
1844
Pittenger & Anderson Inc
Nebraska
$184K +$85K +732 +85%
HF
1845
Halpern Financial
Virginia
$184K -$7.32K -63 -4%
MS
1846
Mizuho Securities
Japan
$183K – – –
IR
1847
IAT Reinsurance
New York
$181K -$410K -3,529 -69%
LAM
1848
Lountzis Asset Management
Pennsylvania
$181K +$182K +1,569 New
AIM
1849
AIA Investment Management
Singapore
$180K -$3.48K -30 -2%
MA
1850
MCF Advisors
Kentucky
$177K +$1.39K +12 +0.8%
72 73
74
75 76