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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
2201
Renaissance Group
Kentucky
$407K – – –
CNB
2202
Camden National Bank
Maine
$407K – – –
TLFA
2203
True Link Financial Advisors
California
$406K +$32.5K +166 +10%
AA
2204
AJ Advisors
Tennessee
$405K +$8.04K +41 +2%
KCM
2205
Kathmere Capital Management
Pennsylvania
$405K +$51.4K +262 +17%
GAM
2206
Gemmer Asset Management
California
$405K +$63.3K +323 +21%
CPWA
2207
Cerro Pacific Wealth Advisors
California
$404K +$59.4K +303 +15%
GCA
2208
Gradient Capital Advisors
California
$404K +$784 +4 +0.2%
CC
2209
Callan Capital
California
$404K -$12K -61 -3%
FS
2210
Financial Symmetry
North Carolina
$404K -$4.51K -23 -1%
MF
2211
Meridian Financial
Massachusetts
$403K – – –
KFA
2212
Krane Funds Advisors
New York
$403K +$196 +1 +0.1%
MIM
2213
Miller Investment Management
Pennsylvania
$403K – – –
FPCG
2214
Fort Pitt Capital Group
Pennsylvania
$402K +$81K +413 +29%
PP
2215
Pacifica Partners
Canada
$401K – – –
SFS
2216
Security Financial Services
Indiana
$401K +$2.35K +12 +0.7%
TSS
2217
Two Sigma Securities
New York
$400K +$355K +1,811 New
PSC
2218
Prentiss Smith & Co
Vermont
$400K -$29.4K -150 -8%
SLA
2219
Silver Lake Advisory
Utah
$400K +$2.55K +13 +0.7%
RIS
2220
Retirement Income Solutions
Michigan
$399K -$77.3K -394 -18%
GWM
2221
Gray Wealth Management
Maine
$399K +$1.76K +9 +0.5%
HSWM
2222
Hubbell Strickland Wealth Management
Louisiana
$399K – – –
SFC
2223
SYM Financial Corp
Indiana
$399K +$20K +102 +6%
CFS
2224
Commonwealth Financial Services
West Virginia
$398K +$2.75K +14 +0.8%
WW
2225
Westshore Wealth
California
$398K – – –
87 88
89
90 91