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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
E
2201
ETFidea
New York
$409K – – –
HI
2202
Humankind Investments
New York
$408K -$32.9K -168 -8%
MIM
2203
Morningstar Investment Management
Illinois
$408K -$168K -855 -33%
RG
2204
Renaissance Group
Kentucky
$407K – – –
CNB
2205
Camden National Bank
Maine
$407K – – –
TLFA
2206
True Link Financial Advisors
California
$406K +$32.5K +166 +10%
AA
2207
AJ Advisors
Tennessee
$405K +$8.04K +41 +2%
KCM
2208
Kathmere Capital Management
Pennsylvania
$405K +$51.4K +262 +17%
GAM
2209
Gemmer Asset Management
California
$405K +$63.3K +323 +21%
CPWA
2210
Cerro Pacific Wealth Advisors
California
$404K +$59.4K +303 +15%
GCA
2211
Gradient Capital Advisors
California
$404K +$784 +4 +0.2%
CC
2212
Callan Capital
California
$404K -$12K -61 -3%
FS
2213
Financial Symmetry
North Carolina
$404K -$4.51K -23 -1%
MF
2214
Meridian Financial
Massachusetts
$403K – – –
KFA
2215
Krane Funds Advisors
New York
$403K +$196 +1 +0.1%
MIM
2216
Miller Investment Management
Pennsylvania
$403K – – –
FPCG
2217
Fort Pitt Capital Group
Pennsylvania
$402K +$81K +413 +29%
PP
2218
Pacifica Partners
Canada
$401K – – –
SFS
2219
Security Financial Services
Indiana
$401K +$2.35K +12 +0.7%
TSS
2220
Two Sigma Securities
New York
$400K +$355K +1,811 New
PSC
2221
Prentiss Smith & Co
Vermont
$400K -$29.4K -150 -8%
SLA
2222
Silver Lake Advisory
Utah
$400K +$2.55K +13 +0.7%
RIS
2223
Retirement Income Solutions
Michigan
$399K -$77.3K -394 -18%
GWM
2224
Gray Wealth Management
Maine
$399K +$1.76K +9 +0.5%
HSWM
2225
Hubbell Strickland Wealth Management
Louisiana
$399K – – –
87 88
89
90 91