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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1826
TriaGen Wealth Management
California
$359K – – –
EWP
1827
Engrave Wealth Partners
Texas
$359K -$903 -7 -0.3%
WWM
1828
Windsor Wealth Management
Indiana
$359K +$40.5K +314 +13%
BWM
1829
BerganKDV Wealth Management
Minnesota
$358K -$12.8K -99 -4%
GSC
1830
Grey Street Capital
Illinois
$358K – – –
SOAMC
1831
Spirit of America Management Corp
New York
$357K – – –
TAM
1832
Trillium Asset Management
Massachusetts
$354K -$5.03K -39 -1%
WIM
1833
Warwick Investment Management
Texas
$354K +$129 +1 +0%
LSIA
1834
LaSalle St. Investment Advisors
Illinois
$353K -$50.5K -391 -13%
GD
1835
Grandfield & Dodd
New York
$352K -$25.8K -200 -7%
PGIM
1836
Pacific Global Investment Management
California
$352K -$40.5K -314 -11%
LPAM
1837
Lodestar Private Asset Management
California
$351K +$12.3K +95 +4%
BOH
1838
Bank of Hawaii
Hawaii
$351K -$5.81K -45 -2%
SFP
1839
Sweet Financial Partners
Minnesota
$348K +$3.35K +26 +1%
AIM
1840
Acropolis Investment Management
Missouri
$348K -$1.16K -9 -0.3%
NA
1841
Nottingham Advisors
New York
$348K +$103K +800 +44%
BWA
1842
BlueSky Wealth Advisors
North Carolina
$347K +$93K +721 +38%
TIM
1843
Tortoise Investment Management
New York
$347K +$12.9K +100 +4%
TCBWMS
1844
Texas Capital Bank Wealth Management Services
Texas
$346K +$334K +2,588 New
SHGA
1845
Sand Hill Global Advisors
California
$346K -$86.5K -670 -21%
MWC
1846
MBM Wealth Consultants
Missouri
$346K -$51.6K -400 -13%
LA
1847
Lakeside Advisors
Washington
$345K – – –
VCP
1848
Verus Capital Partners
Arizona
$344K -$48.7K -377 -13%
GCA
1849
Genesee Capital Advisors
New York
$343K -$6.45K -50 -2%
BWAM
1850
Boyd Watterson Asset Management
Ohio
$343K -$38.3K -297 -10%
72 73
74
75 76