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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
2326
P.J. Schmidt Investment Management (PJS)
Wisconsin
$662K +$19.8K +66 +3%
AMG
2327
Asset Management Group
Connecticut
$662K -$237K -793 -26%
PWA
2328
Phoenix Wealth Advisors
North Carolina
$659K -$1.8K -6 -0.3%
AP
2329
Advisortrust Partners
North Carolina
$658K +$666K +2,223 New
RIA
2330
Realta Investment Advisors
Delaware
$658K +$54.5K +182 +9%
HHCP
2331
Hilton Head Capital Partners
South Carolina
$658K +$665K +2,220 New
SCP
2332
Sivia Capital Partners
California
$657K +$139K +464 +26%
WPP
2333
Whalerock Point Partners
Rhode Island
$657K – – –
MSCM
2334
McElhenny Sheffield Capital Management
Texas
$655K -$1.14M -3,807 -63%
FSA
2335
Financial Security Advisor
Virginia
$655K -$898 -3 -0.1%
CCMT
2336
CMT Capital Markets Trading
Germany
$652K +$659K +2,200 New
MPW
2337
MA Private Wealth
California
$652K -$12.3K -41 -2%
UAML
2338
US Asset Management LLC
Pennsylvania
$651K -$6.29K -21 -0.9%
WA
2339
Winter & Associates
Minnesota
$651K +$658K +2,197 New
DIP
2340
Davis Investment Partners
North Carolina
$650K +$3K +10 +0.5%
ME
2341
McIlrath & Eck
Washington
$650K -$9.58K -32 -1%
V
2342
VeraBank
Texas
$649K -$19.5K -65 -3%
MIM
2343
Moseley Investment Management
Florida
$649K -$13.2K -44 -2%
IP
2344
Isthmus Partners
Wisconsin
$647K -$180K -600 -22%
SA
2345
Strategic Advocates
Utah
$646K -$38.6K -129 -6%
BMCM
2346
Burns Matteson Capital Management
New York
$646K +$299K +1,000 +85%
CAS
2347
Coppell Advisory Solutions
Texas
$646K +$258K +862 +68%
FCIM
2348
Fairview Capital Investment Management
California
$645K +$1.5K +5 +0.2%
SM
2349
Sweeney & Michel
California
$645K +$3.89K +13 +0.6%
CB
2350
CNB Bank
Pennsylvania
$645K – – –
92 93
94
95 96