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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
2376
L.M. Kohn & Company
Ohio
$520K +$9.69K +37 +2%
DIA
2377
Dana Investment Advisors
Wisconsin
$520K -$331K -1,266 -41%
WCM
2378
Weaver Capital Management
Georgia
$520K +$262K +1,000 +119%
JCM
2379
Jacobsen Capital Management
Utah
$519K +$12K +46 +3%
RIM
2380
Rockbridge Investment Management
New York
$519K -$11.5K -44 -2%
CNB
2381
Camden National Bank
Maine
$519K – – –
SWP
2382
Summit Wealth Partners
Florida
$518K +$262 +1 +0.1%
MHR
2383
Matthew Hamilton Rosenberg
$518K – – –
VF
2384
Virtu Financial
New York
$517K +$480K +1,834 New
CWM
2385
Challenger Wealth Management
California
$516K +$4.45K +17 +0.9%
CWA
2386
Continuum Wealth Advisors
New York
$516K +$26.2K +100 +6%
GWAM
2387
Guardian Wealth Advisors (Minnesota)
Minnesota
$516K -$10.7K -41 -2%
MHIC
2388
Marble Harbor Investment Counsel
Massachusetts
$514K – – –
MIM
2389
Miller Investment Management
Pennsylvania
$514K – – –
PPW
2390
Presilium Private Wealth
Pennsylvania
$512K -$2.62K -10 -0.5%
SPWM
2391
Spartan Planning & Wealth Management
North Carolina
$512K +$10.2K +39 +2%
PCP
2392
Proficio Capital Partners
Massachusetts
$511K -$724K -2,765 -60%
CFG
2393
Carter Financial Group
Illinois
$509K +$94K +359 +25%
HSWM
2394
Hubbell Strickland Wealth Management
Louisiana
$509K – – –
VI
2395
Versor Investments
New York
$508K +$471K +1,800 New
CWA
2396
CM Wealth Advisors
Ohio
$507K – – –
WHCI
2397
W.H. Cornerstone Investments
Massachusetts
$506K +$469K +1,793 New
KWM
2398
Kingsman Wealth Management
Florida
$506K +$2.88K +11 +0.6%
VCAM
2399
Van Cleef Asset Management
Ohio
$506K – – –
ECAM
2400
East Coast Asset Management
Massachusetts
$505K +$785 +3 +0.2%
94 95
96
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