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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
2151
Migdal Insurance & Financial Holdings
Israel
$149K +$35.7K +274 +32%
HS
2152
Horan Securities
United States
$147K – – –
KC
2153
Kenfarb & Co
Kentucky
$143K – – –
PK
2154
Pflug Koory
Nebraska
$140K – – –
IFAM
2155
Institutional & Family Asset Management
Colorado
$137K +$652 +5 +0.5%
PVH
2156
Psagot Value Holdings
Israel
$137K +$137K +1,050 New
SPWM
2157
Spartan Planning & Wealth Management
North Carolina
$136K +$136K +1,046 New
WAM
2158
Worth Asset Management
Texas
$132K +$130K +997 New
TSWM
2159
Tyler-Stone Wealth Management
Ohio
$131K -$4.56K -35 -3%
HFA
2160
HC Financial Advisors
California
$130K – – –
KA
2161
Kozak & Associates
Colorado
$130K – – –
VC
2162
Vestor Capital
Illinois
$130K – – –
NWM
2163
Nauset Wealth Management
Connecticut
$130K +$130K +1,000 New
RDFA
2164
Ritter Daniher Financial Advisory
Ohio
$127K – – –
SFA
2165
Semmax Financial Advisors
North Carolina
$127K +$130 +1 +0.1%
MAM
2166
Marquette Asset Management
Minnesota
$125K +$82.9K +636 +195%
LTI
2167
Laffer Tengler Investments
Tennessee
$124K – – –
JEST
2168
JTC Employer Solutions Trustee
Jersey
$122K – – –
SN
2169
Sittner & Nelson
Oregon
$122K – – –
RTC
2170
Riverview Trust Company
Washington
$120K +$61.6K +472 +105%
CSIA
2171
Carl Stuart Investment Advisor
Texas
$119K +$120K +917 New
C
2172
Covestor
United Kingdom
$119K -$11.1K -85 -8%
KLWA
2173
Kelly Lawrence W & Associates
California
$117K – – –
GAM
2174
Gemmer Asset Management
California
$115K +$391 +3 +0.3%
IHWM
2175
Iron Horse Wealth Management
Iowa
$115K +$913 +7 +0.8%
85 86
87
88 89