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IBM Holdings Changes image
This page summarizes the IBM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether IBM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing IBM Share Count
Ibex Wealth Advisors 41 28,390 +28,349 +69143.90%
Roble Belko & Company Inc 254 10,959 +10,705 +4214.57%
Q3 Asset Management 1,158 16,518 +15,360 +1326.42%
Dakota Wealth Management 7,858 109,067 +101,209 +1287.97%
Birinyi Associates Inc. 2,508 25,661 +23,153 +923.17%
Signet Financial Management LLC 1,236 11,076 +9,840 +796.12%
GPS Wealth Strategies Group LLC 1,043 8,523 +7,480 +717.16%
Prosperity Consulting Group LLC 4,615 30,964 +26,349 +570.94%
First Dallas Securities Inc. 1,850 8,755 +6,905 +373.24%
Lloyd Advisory Services LLC. 1,648 6,420 +4,772 +289.56%
GoalVest Advisory LLC 100 358 +258 +258.00%
Financial Synergies Wealth Advisors Inc. 75 198 +123 +164.00%
Los Angeles Capital Management & Equity Research Inc. 81,945 204,709 +122,764 +149.81%
Fifth Third Wealth Advisors LLC 1,270 2,891 +1,621 +127.64%
S.E.E.D. Planning Group LLC 5,393 11,520 +6,127 +113.61%
PFG Investments LLC 21,044 44,100 +23,056 +109.56%
OFI Invest Asset Management 13,468 27,960 +14,492 +107.60%
Robeco Institutional Asset Management B.V. 567,476 1,131,258 +563,782 +99.35%
Red Door Wealth Management LLC 2,223 4,412 +2,189 +98.47%
Cornerstone Wealth Group LLC 1,734 3,431 +1,697 +97.87%
BNP Paribas Arbitrage SA 632,919 1,189,970 +557,051 +88.01%
SlateStone Wealth LLC 5,515 10,096 +4,581 +83.06%
Cornerstone Wealth Management LLC 10,924 19,872 +8,948 +81.91%
FSC Wealth Advisors LLC 862 1,560 +698 +80.97%
Chicago Partners Investment Group LLC 7,528 13,565 +6,037 +80.19%
American Capital Advisory LLC 116 203 +87 +75.00%
Alpha Cubed Investments LLC 2,730 4,630 +1,900 +69.60%
Hodges Capital Management Inc. 12,767 20,535 +7,768 +60.84%
Creative Capital Management Investments LLC 130 204 +74 +56.92%
Exchange Traded Concepts LLC 69,890 109,353 +39,463 +56.46%
Horizon Wealth Management LLC 1,743 2,710 +967 +55.48%
Versant Capital Management Inc 141 218 +77 +54.61%
KMG Fiduciary Partners LLC 19,644 30,017 +10,373 +52.80%
Revisor Wealth Management LLC 2,623 4,002 +1,379 +52.57%
Trueblood Wealth Management LLC 1,390 2,100 +710 +51.08%
First Citizens Bank & Trust Co. 35,964 53,707 +17,743 +49.34%
Sage Mountain Advisors LLC 3,156 4,676 +1,520 +48.16%
Connecticut Wealth Management LLC 6,434 9,517 +3,083 +47.92%
Palumbo Wealth Management LLC 5,219 7,680 +2,461 +47.15%
Sutton Place Investors LLC 6,941 10,210 +3,269 +47.10%
Financial Partners Group LLC 6,342 9,324 +2,982 +47.02%
Rise Advisors LLC 1,027 1,503 +476 +46.35%
Quantum Financial Advisors LLC 1,358 1,980 +622 +45.80%
Moody Lynn & Lieberson LLC 16,670 23,857 +7,187 +43.11%
Northcape Wealth Management LLC 14,934 21,060 +6,126 +41.02%
Inscription Capital LLC 6,038 8,466 +2,428 +40.21%
Gillespie Robinson & Grimm Inc. 2,537 3,542 +1,005 +39.61%
Aurum Wealth Management Group LLC 6,459 8,941 +2,482 +38.43%
Allspring Global Investments Holdings LLC 373,024 508,368 +135,344 +36.28%
Nelson Van Denburg & Campbell Wealth Management Group LLC 7,217 9,789 +2,572 +35.64%
Summit Trail Advisors LLC 5,222 7,081 +1,859 +35.60%
Congress Park Capital LLC 3,863 5,223 +1,360 +35.21%
Moseley Investment Management Inc. 1,496 2,013 +517 +34.56%
V Square Quantitative Management LLC 11,565 15,499 +3,934 +34.02%
Fragasso Group Inc. 2,147 2,836 +689 +32.09%
Kovack Advisors Inc. 6,568 8,652 +2,084 +31.73%
Kessler Investment Group LLC 8,164 10,712 +2,548 +31.21%
American Institute for Advanced Investment Management LLP 1,579 2,054 +475 +30.08%
Johnson & White Wealth Management LLC 2,823 3,670 +847 +30.00%
Creative Financial Designs Inc. ADV 3,142 4,076 +934 +29.73%
Sovereign Financial Group Inc. 3,578 4,636 +1,058 +29.57%
Pasadena Private Wealth LLC 2,182 2,808 +626 +28.69%
New England Research & Management Inc. 8,119 10,440 +2,321 +28.59%
AdvisorNet Financial Inc 4,688 5,997 +1,309 +27.92%
Arkfeld Wealth Strategies L.L.C. 4,699 6,002 +1,303 +27.73%
Marks Group Wealth Management Inc 8,857 11,289 +2,432 +27.46%
Terra Nova Asset Management LLC 6,643 8,459 +1,816 +27.34%
Linden Thomas Advisory Services LLC 1,229 1,554 +325 +26.44%
Tower Wealth Partners Inc. 1,620 2,041 +421 +25.99%
Clarus Group Inc. 1,983 2,490 +507 +25.57%
Main Street Financial Solutions LLC 7,797 9,700 +1,903 +24.41%
Conning Inc. 3,636 4,513 +877 +24.12%
Zhang Financial LLC 11,817 14,650 +2,833 +23.97%
Center for Financial Planning Inc. 2,582 3,195 +613 +23.74%
Capital Advisory Group Advisory Services LLC 6,567 8,104 +1,537 +23.40%
Meridian Wealth Management LLC 45,320 55,876 +10,556 +23.29%
First National Bank 3,102 3,811 +709 +22.86%
Silvant Capital Management LLC 12,534 15,363 +2,829 +22.57%
Single Point Partners LLC 1,257 1,539 +282 +22.43%
Newton One Investments LLC 277 338 +61 +22.02%
Ballast Advisors LLC 2,354 2,863 +509 +21.62%
Bank of Stockton 2,771 3,368 +597 +21.54%
Cullen Investment Group LTD. 3,003 3,642 +639 +21.28%
Nilsine Partners LLC 5,872 7,119 +1,247 +21.24%
Neville Rodie & Shaw Inc. 24,326 29,467 +5,141 +21.13%
Van ECK Associates Corp 138,801 167,942 +29,141 +20.99%
First National Bank & Trust Co. of Newtown 5,909 7,117 +1,208 +20.44%
Benedict Financial Advisors Inc. 1,369 1,642 +273 +19.94%
Union Savings Bank 1,688 2,019 +331 +19.61%
Wealth Alliance Advisory Group LLC 4,847 5,797 +950 +19.60%
MONECO Advisors LLC 7,996 9,544 +1,548 +19.36%
Phillips Wealth Planners LLC 1,354 1,607 +253 +18.69%
American National Bank 3,161 3,749 +588 +18.60%
Ellenbecker Investment Group 1,751 2,068 +317 +18.10%
Atlas Capital Advisors LLC 14,551 17,068 +2,517 +17.30%
IVC Wealth Advisors LLC 5,895 6,898 +1,003 +17.01%
Resonant Capital Advisors LLC 2,037 2,381 +344 +16.89%
Mirador Capital Partners LP 5,329 6,220 +891 +16.72%
Austin Private Wealth LLC 2,463 2,873 +410 +16.65%
Joel Isaacson & Co. LLC 13,599 15,831 +2,232 +16.41%
Town & Country Bank & Trust CO dba First Bankers Trust CO 2,505 2,915 +410 +16.37%
Chesley Taft & Associates LLC 14,821 17,241 +2,420 +16.33%
Norden Group LLC 5,056 5,880 +824 +16.30%
Wiley BROS. Aintree Capital LLC 14,374 16,696 +2,322 +16.15%
Wealth Effects LLC 12,192 14,146 +1,954 +16.03%
Secure Asset Management LLC 1,523 1,758 +235 +15.43%
Strategic Planning Group LLC 20,011 23,097 +3,086 +15.42%
Trust Co. of Toledo NA OH 14,673 16,925 +2,252 +15.35%
Onyx Bridge Wealth Group LLC 7,526 8,673 +1,147 +15.24%
Griffin Asset Management Inc. 11,215 12,869 +1,654 +14.75%
Worth Asset Management LLC 1,683 1,928 +245 +14.56%
CBOE Vest Financial LLC 204,296 233,841 +29,545 +14.46%
Evanson Asset Management LLC 1,832 2,092 +260 +14.19%
Valued Wealth Advisors LLC 36 41 +5 +13.89%
GAMMA Investing LLC 5,783 6,582 +799 +13.82%
CIC Wealth LLC 11,238 12,777 +1,539 +13.69%
TRUE Private Wealth Advisors 5,682 6,447 +765 +13.46%
McGlone Suttner Wealth Management Inc. 2,366 2,684 +318 +13.44%
Nations Financial Group Inc. IA ADV 14,388 16,294 +1,906 +13.25%
Lewis Asset Management LLC 2,691 3,034 +343 +12.75%
Register Financial Advisors LLC 4,891 5,501 +610 +12.47%
Wealthcare Advisory Partners LLC 13,794 15,505 +1,711 +12.40%
First Interstate Bank 1,680 1,888 +208 +12.38%
Naviter Wealth LLC 7,874 8,849 +975 +12.38%
Revolve Wealth Partners LLC 1,474 1,649 +175 +11.87%
Green Alpha Advisors LLC 13,920 15,566 +1,646 +11.82%
Financial Advocates Investment Management 4,994 5,577 +583 +11.67%
Citizens Business Bank 1,876 2,092 +216 +11.51%
Veriti Management LLC 21,884 24,383 +2,499 +11.42%
Sequent Asset Management LLC 1,968 2,192 +224 +11.38%
Cherry Tree Wealth Management LLC 853 950 +97 +11.37%
Stablepoint Partners LLC 4,391 4,884 +493 +11.23%
PFS Partners LLC 1,513 1,681 +168 +11.10%
Newbridge Financial Services Group Inc. 3,054 3,387 +333 +10.90%
Wedmont Private Capital 8,453 9,373 +920 +10.88%
DMG Group LLC 2,914 3,230 +316 +10.84%
Burns J W & Co. Inc. NY 2,321 2,571 +250 +10.77%
Ballentine Partners LLC 12,986 14,367 +1,381 +10.63%
Independence Bank of Kentucky 2,763 3,055 +292 +10.57%
Precedent Wealth Partners LLC 3,106 3,421 +315 +10.14%
Cohen Investment Advisors LLC 3,188 3,511 +323 +10.13%
WESPAC Advisors LLC 1,557 1,712 +155 +9.96%
Raymond James Financial Services Advisors Inc. 588,310 646,263 +57,953 +9.85%
Pure Financial Advisors Inc. 3,766 4,135 +369 +9.80%
Mission Wealth Management LP 19,540 21,399 +1,859 +9.51%
NBT Bank N A NY 44,697 48,893 +4,196 +9.39%
Joule Financial LLC 8,426 9,217 +791 +9.39%
Aspen Investment Management Inc 7,816 8,549 +733 +9.38%
Syverson Strege & Co 1,909 2,088 +179 +9.38%
Simon Quick Advisors LLC 5,747 6,270 +523 +9.10%
Arbor Trust Wealth Advisors LLC 4,110 4,480 +370 +9.00%
Wesbanco Bank Inc. 84,539 91,967 +7,428 +8.79%
Stephenson National Bank & Trust 1,443 1,567 +124 +8.59%
Global Retirement Partners LLC 18,559 20,127 +1,568 +8.45%
Patton Albertson Miller Group LLC 19,242 20,864 +1,622 +8.43%
Waterway Wealth Management LLC 2,638 2,860 +222 +8.42%
Narus Financial Partners LLC 1,826 1,979 +153 +8.38%
Charter Oak Capital Management LLC 1,721 1,865 +144 +8.37%
West Paces Advisors Inc. 252 273 +21 +8.33%
Smith Chas P & Associates PA Cpas 1,965 2,126 +161 +8.19%
TrimTabs Asset Management LLC 30,238 32,692 +2,454 +8.12%
Centric Wealth Management 1,763 1,906 +143 +8.11%
Optimum Investment Advisors 2,526 2,726 +200 +7.92%
WoodTrust Financial Corp 5,736 6,189 +453 +7.90%
Hexagon Capital Partners LLC 7,241 7,810 +569 +7.86%
Ritholtz Wealth Management 9,709 10,465 +756 +7.79%
Curbstone Financial Management Corp 2,574 2,774 +200 +7.77%
Meyer Handelman Co. 331,857 357,575 +25,718 +7.75%
Dechtman Wealth Management LLC 1,376 1,481 +105 +7.63%
Uncommon Cents Investing LLC 7,683 8,248 +565 +7.35%
Cullinan Associates Inc. 141,759 152,051 +10,292 +7.26%
Derbend Asset Management 3,127 3,354 +227 +7.26%
Bath Savings Trust Co 5,145 5,518 +373 +7.25%
Norwood Financial Corp 3,326 3,566 +240 +7.22%
Wealthfront Advisers LLC 86,340 92,447 +6,107 +7.07%
Regions Financial Corp 63,092 67,536 +4,444 +7.04%
DekaBank Deutsche Girozentrale 1,267,979 1,355,436 +87,457 +6.90%
Cardinal Capital Management 40,437 43,212 +2,775 +6.86%
PBMares Wealth Management LLC 7,123 7,608 +485 +6.81%
Klingman & Associates LLC 3,378 3,602 +224 +6.63%
Red Tortoise LLC 199 212 +13 +6.53%
Claro Advisors LLC 4,742 5,049 +307 +6.47%
Foster Group Inc. 1,751 1,863 +112 +6.40%
StoneX Group Inc. 10,867 11,557 +690 +6.35%
Park Place Capital Corp 128 136 +8 +6.25%
Flagship Harbor Advisors LLC 9,606 10,201 +595 +6.19%
Aprio Wealth Management LLC 1,277 1,354 +77 +6.03%
Sterling Investment Counsel LLC 1,997 2,117 +120 +6.01%
Compagnie Lombard Odier SCmA 99,387 105,347 +5,960 +6.00%
Southland Equity Partners LLC 2,181 2,308 +127 +5.82%
Gryphon Financial Partners LLC 2,394 2,533 +139 +5.81%
James Hambro & Partners 74,704 78,990 +4,286 +5.74%
Clarity Wealth Advisors LLC 1,832 1,936 +104 +5.68%
CHICAGO TRUST Co NA 8,546 9,025 +479 +5.60%
Cambridge Investment Research Advisors Inc. 231,347 244,224 +12,877 +5.57%
Private Advisor Group LLC 156,216 164,921 +8,705 +5.57%
Kowal Investment Group LLC 2,004 2,114 +110 +5.49%
Kohmann Bosshard Financial Services LLC 1,326 1,398 +72 +5.43%
Lindbrook Capital LLC 3,589 3,784 +195 +5.43%
Miracle Mile Advisors LLC 3,116 3,281 +165 +5.30%
OneAscent Financial Services LLC 3,756 3,955 +199 +5.30%
Catalyst Financial Partners LLC 3,161 3,326 +165 +5.22%
Financial Advisory Service Inc. 7,582 7,976 +394 +5.20%
Altfest L J & Co. Inc. 8,637 9,085 +448 +5.19%
Fulton Bank N.A. 32,471 34,142 +1,671 +5.15%
N.E.W. Advisory Services LLC 17,515 18,414 +899 +5.13%
Retirement Group LLC 957 1,006 +49 +5.12%
Strategic Blueprint LLC 6,420 6,749 +329 +5.12%
Lakeside Advisors INC. 2,545 2,675 +130 +5.11%
Foresight Capital Management Advisors Inc. 13,160 13,829 +669 +5.08%
Perigon Wealth Management LLC 20,240 21,247 +1,007 +4.98%
Harbor Investment Advisory LLC 5,913 6,206 +293 +4.96%
Proequities Inc. 14,402 15,115 +713 +4.95%
Total Clarity Wealth Management Inc. 1,689 1,772 +83 +4.91%
Patrick M Sweeney & Associates Inc. 2,058 2,158 +100 +4.86%
PDS Planning Inc 3,704 3,880 +176 +4.75%
Everett Harris & Co. CA 3,707 3,882 +175 +4.72%
Bill Few Associates Inc. 3,054 3,195 +141 +4.62%
MJP Associates Inc. ADV 6,539 6,839 +300 +4.59%
Royal Fund Management LLC 33,973 35,531 +1,558 +4.59%
Charter Trust Co. 70,628 73,855 +3,227 +4.57%
Renaissance Investment Group LLC 6,613 6,898 +285 +4.31%
Horizon Bancorp Inc. IN 1,240 1,293 +53 +4.27%
Optas LLC 2,177 2,269 +92 +4.23%
Private Trust Co. NA 12,052 12,554 +502 +4.17%
Greenleaf Trust 17,353 18,055 +702 +4.05%
Signal Advisors Wealth LLC 2,458 2,557 +99 +4.03%
Brown Miller Wealth Management LLC 12,281 12,756 +475 +3.87%
Abundance Wealth Counselors 17,307 17,967 +660 +3.81%
Parcion Private Wealth LLC 7,209 7,482 +273 +3.79%
Wetzel Investment Advisors Inc. 633 657 +24 +3.79%
Burt Wealth Advisors 5,999 6,225 +226 +3.77%
Valley National Advisers Inc. 3,154 3,272 +118 +3.74%
Pinnacle Financial Partners Inc. 79,897 82,879 +2,982 +3.73%
Morton Capital Management LLC CA 1,710 1,773 +63 +3.68%
MBA Advisors LLC 5,198 5,389 +191 +3.67%
626 Financial LLC 2,499 2,589 +90 +3.60%
Glass Jacobson Investment Advisors llc 560 580 +20 +3.57%
Relyea Zuckerberg Hanson LLC 1,658 1,717 +59 +3.56%
Grant GrossMendelsohn LLC 4,685 4,852 +167 +3.56%
RMR Wealth Builders 3,399 3,517 +118 +3.47%
IMZ Advisory Inc 4,413 4,565 +152 +3.44%
Hall Laurie J Trustee 27,378 28,311 +933 +3.41%
Stock Yards Bank & Trust Co. 23,982 24,792 +810 +3.38%
Aurora Private Wealth Inc. 1,571 1,624 +53 +3.37%
Atwood & Palmer Inc. 5,135 5,299 +164 +3.19%
S.A. Mason LLC 661 682 +21 +3.18%
Pinnacle Wealth Management Advisory Group LLC 12,068 12,451 +383 +3.17%
WASHINGTON TRUST Co 12,701 13,098 +397 +3.13%
Byrne Asset Management LLC 8,553 8,817 +264 +3.09%
Twelve Points Wealth Management LLC 9,656 9,946 +290 +3.00%
Hummer Financial Advisory Services Inc 2,041 2,102 +61 +2.99%
RFG Advisory LLC 21,266 21,897 +631 +2.97%
Walkner Condon Financial Advisors LLC 2,428 2,500 +72 +2.97%
Foster & Motley Inc. 34,235 35,244 +1,009 +2.95%
Advance Capital Management Inc. 2,431 2,502 +71 +2.92%
Arden Trust Co 1,919 1,973 +54 +2.81%
Wells Trecaso Financial Group LLC 43,368 44,582 +1,214 +2.80%
Hunter Associates Investment Management LLC 10,266 10,551 +285 +2.78%
CWM LLC 110,505 113,524 +3,019 +2.73%
Lantz Financial LLC 11,517 11,828 +311 +2.70%
HighMark Wealth Management LLC 713 732 +19 +2.66%
Key Client Fiduciary Advisors LLC 10,229 10,498 +269 +2.63%
JB Capital LLC 3,186 3,268 +82 +2.57%
HB Wealth Management LLC 65,087 66,751 +1,664 +2.56%
Kanawha Capital Management LLC 53,556 54,914 +1,358 +2.54%
Callahan Advisors LLC 2,995 3,070 +75 +2.50%
Ergawealth Advisors Inc. 2,000 2,050 +50 +2.50%
Essex Financial Services Inc. 29,952 30,686 +734 +2.45%
Channel Wealth LLC 1,399 1,433 +34 +2.43%
Patten Group Inc. 9,219 9,441 +222 +2.41%
Checchi Capital Advisers LLC 9,066 9,280 +214 +2.36%
Pinnacle Associates Ltd. 131,097 134,165 +3,068 +2.34%
Fjarde AP Fonden Fourth Swedish National Pension Fund 273,226 279,581 +6,355 +2.33%
Cooper Financial Group 12,906 13,207 +301 +2.33%
Manchester Financial Inc. 4,583 4,686 +103 +2.25%
Grimes & Company Inc. 15,078 15,416 +338 +2.24%
Provident Wealth Management LLC 2,722 2,783 +61 +2.24%
Capital Advisors Wealth Management LLC 2,321 2,373 +52 +2.24%
Fairman Group LLC 46 47 +1 +2.17%
Arkadios Wealth Advisors 15,046 15,362 +316 +2.10%
Smith Anglin Financial LLC 10,377 10,589 +212 +2.04%
Salem Investment Counselors Inc. 6,492 6,621 +129 +1.99%
Benin Management CORP 5,067 5,166 +99 +1.95%
MBL Wealth LLC 3,592 3,661 +69 +1.92%
BSW Wealth Partners 7,715 7,858 +143 +1.85%
Leavell Investment Management Inc. 12,462 12,688 +226 +1.81%
Nadler Financial Group Inc. 2,074 2,110 +36 +1.74%
Stratos Wealth Partners LTD. 58,963 59,968 +1,005 +1.70%
Massmutual Trust Co. FSB ADV 6,471 6,580 +109 +1.68%
Central Bank & Trust Co. 1,794 1,824 +30 +1.67%
Folger Nolan Fleming Douglas Capital Management Inc. 13,536 13,761 +225 +1.66%
Navis Wealth Advisors LLC 2,951 3,000 +49 +1.66%
Principal Financial Group Inc. 1,048,256 1,065,495 +17,239 +1.64%
Brookstone Capital Management 17,898 18,187 +289 +1.61%
Hoxton Planning & Management LLC 4,729 4,804 +75 +1.59%
Sunbelt Securities Inc. 9,190 9,333 +143 +1.56%
LaFleur & Godfrey LLC 38,845 39,443 +598 +1.54%
Peoples Financial Services CORP. 6,206 6,299 +93 +1.50%
Vicus Capital 3,349 3,399 +50 +1.49%
Norris Perne & French LLP MI 3,436 3,486 +50 +1.46%
Steigerwald Gordon & Koch Inc. 94,596 95,920 +1,324 +1.40%
Beech Hill Advisors Inc. 16,516 16,746 +230 +1.39%
NorthCrest Asset Manangement LLC 80,592 81,680 +1,088 +1.35%
Hanson & Doremus Investment Management 23,861 24,180 +319 +1.34%
High Net Worth Advisory Group LLC 6,551 6,639 +88 +1.34%
Park Avenue Securities LLC 19,948 20,213 +265 +1.33%
waypoint wealth counsel 1,278 1,295 +17 +1.33%
Allworth Financial LP 26,146 26,492 +346 +1.32%
Patriot Financial Group Insurance Agency LLC 4,104 4,158 +54 +1.32%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 11,422 11,571 +149 +1.30%
Perkins Coie Trust Co 21,170 21,443 +273 +1.29%
Farmers & Merchants Trust Co of Chambersburg PA 1,468 1,487 +19 +1.29%
North Star Investment Management Corp. 15,784 15,984 +200 +1.27%
Dash Acquisitions Inc. 1,315 1,331 +16 +1.22%
Whitener Capital Management Inc. 7,430 7,520 +90 +1.21%
LVM Capital Management Ltd. MI 11,194 11,329 +135 +1.21%
GHP Investment Advisors Inc. 74,963 75,836 +873 +1.16%
Bank of New Hampshire 4,318 4,368 +50 +1.16%
BKM Wealth Management LLC 9,025 9,129 +104 +1.15%
SYSTM Wealth Solutions LLC 184 186 +2 +1.09%
Iowa State Bank 27,341 27,636 +295 +1.08%
Stonebridge Capital Management Inc. 21,491 21,716 +225 +1.05%
Palisade Asset Management LLC 106,449 107,565 +1,116 +1.05%
Range Financial Group LLC 7,195 7,269 +74 +1.03%
GDS Wealth Management 3,308 3,342 +34 +1.03%
Delta Financial Group Inc. 7,233 7,307 +74 +1.02%
Bellevue Asset Management LLC 100 101 +1 +1.00%
Adell Harriman & Carpenter Inc. 55,607 56,155 +548 +0.99%
Cypress Wealth Services LLC 1,322 1,335 +13 +0.98%
Burkett Financial Services LLC 419 423 +4 +0.95%
Gleason Group Inc. 210 212 +2 +0.95%
Round Rock Advisors LLC 13,201 13,325 +124 +0.94%
SkyOak Wealth LLC 13,798 13,927 +129 +0.93%
Schulhoff & Co. Inc. 10,524 10,619 +95 +0.90%
Blue Chip Partners Inc. 3,044 3,071 +27 +0.89%
Investment Advisory Group LLC 2,247 2,267 +20 +0.89%
J.W. Cole Advisors Inc. 19,856 20,026 +170 +0.86%
Chicago Capital LLC 7,979 8,048 +69 +0.86%
Insight Inv LLC 14,554 14,679 +125 +0.86%
Smallwood Wealth Investment Management LLC 5,781 5,831 +50 +0.86%
Financial Freedom LLC 935 943 +8 +0.86%
Silvia Mccoll Wealth Management LLC 1,885 1,901 +16 +0.85%
L.M. Kohn & Company 2,255 2,274 +19 +0.84%
Cedar Mountain Advisors LLC 120 121 +1 +0.83%
Principle Wealth Partners LLC 56,727 57,192 +465 +0.82%
Princeton Global Asset Management LLC 613 618 +5 +0.82%
Ferguson Wellman Capital Management Inc. 143,564 144,708 +1,144 +0.80%
Jamison Private Wealth Management Inc. 1,043 1,051 +8 +0.77%
Naples Global Advisors LLC 16,101 16,224 +123 +0.76%
Holland Advisory Services Inc. 1,238 1,247 +9 +0.73%
State of Alaska Department of Revenue 98,615 99,270 +655 +0.66%
Skyline Advisors Inc. 1,355 1,364 +9 +0.66%
Capasso Planning Partners LLC 3,648 3,672 +24 +0.66%
Czech National Bank 159,954 160,997 +1,043 +0.65%
Planning Capital Management Corp 1,376 1,385 +9 +0.65%
Blossom Wealth Management 4,691 4,721 +30 +0.64%
Venturi Wealth Management LLC 7,716 7,764 +48 +0.62%
Davis Investment Partners LLC 2,131 2,144 +13 +0.61%
Capital Advisors Ltd. LLC 3,859 3,882 +23 +0.60%
Perfromance Wealth Partners LLC 7,934 7,981 +47 +0.59%
Maryland State Retirement & Pension System 70,741 71,146 +405 +0.57%
Brown Advisory Inc. 260,233 261,701 +1,468 +0.56%
Security Financial Services INC. 1,774 1,784 +10 +0.56%
Mitchell Mcleod Pugh & Williams Inc. 9,022 9,071 +49 +0.54%
Teamwork Financial Advisors LLC 6,175 6,207 +32 +0.52%
Tennessee Valley Asset Management Partners 3,290 3,307 +17 +0.52%
Woodward Diversified Capital LLC 10,670 10,726 +56 +0.52%
W Advisors LLC 1,923 1,933 +10 +0.52%
180 Wealth Advisors LLC 17,071 17,158 +87 +0.51%
Cedar Brook Financial Partners LLC 8,204 8,246 +42 +0.51%
Beese Fulmer Investment Management Inc. 10,174 10,224 +50 +0.49%
Gulf International Bank UK Ltd 76,308 76,671 +363 +0.48%
Vanguard Capital Wealth Advisors 1,870 1,879 +9 +0.48%
Meadow Creek Wealth Advisors LLC 1,248 1,254 +6 +0.48%
Lockerman Financial Group Inc. 1,261 1,267 +6 +0.48%
CKW Financial Group 2,537 2,549 +12 +0.47%
Ellis Investment Partners LLC 1,966 1,975 +9 +0.46%
Morris Financial Concepts Inc. 2,872 2,885 +13 +0.45%
Flynn Zito Capital Management LLC 1,780 1,788 +8 +0.45%
Adirondack Trust Co. 8,494 8,531 +37 +0.44%
MCF Advisors LLC 1,836 1,844 +8 +0.44%
Inlet Private Wealth LLC 9,577 9,617 +40 +0.42%
Eagle Wealth Strategies LLC 1,713 1,720 +7 +0.41%
Blue Bell Private Wealth Management LLC 495 497 +2 +0.40%
Ironwood Financial llc 10,380 10,420 +40 +0.39%
ERn Financial LLC 1,578 1,584 +6 +0.38%
City Holding Co. 4,150 4,165 +15 +0.36%
Thomasville National Bank 2,812 2,822 +10 +0.36%
Intergy Private Wealth LLC 4,586 4,602 +16 +0.35%
Zullo Investment Group Inc. 9,935 9,969 +34 +0.34%
Allred Capital Management LLC 3,031 3,041 +10 +0.33%
Wealth Enhancement Advisory Services LLC 661,185 663,320 +2,135 +0.32%
Private Ocean LLC 1,285 1,289 +4 +0.31%
Values Added Financial LLC 1,919 1,925 +6 +0.31%
HTLF Bank 2,897 2,906 +9 +0.31%
ZRC Wealth Management LLC 334 335 +1 +0.30%
Financial Management Network Inc. 2,077 2,083 +6 +0.29%
Capstone Triton Financial Group LLC 6,982 7,001 +19 +0.27%
Wendell David Associates Inc. 8,565 8,587 +22 +0.26%
Northwest Quadrant Wealth Management LLC 1,934 1,939 +5 +0.26%
United Capital Management of KS Inc. 15,857 15,899 +42 +0.26%
Shulman DeMeo Asset Management LLC 8,575 8,597 +22 +0.26%
SOA Wealth Advisors LLC. 2,694 2,701 +7 +0.26%
WealthShield Partners LLC 2,384 2,390 +6 +0.25%
State of Michigan Retirement System 289,286 289,986 +700 +0.24%
LifeSteps Financial Inc. 1,275 1,278 +3 +0.24%
Next Level Private LLC 21,211 21,262 +51 +0.24%
M. Kraus & Co 6,387 6,402 +15 +0.23%
CVA Family Office LLC 1,735 1,739 +4 +0.23%
Lbmc Investment Advisors LLC 5,408 5,420 +12 +0.22%
Enterprise Bank & Trust Co 1,907 1,911 +4 +0.21%
Finer Wealth Management Inc. 2,524 2,529 +5 +0.20%
Barrett & Company Inc. 2,672 2,677 +5 +0.19%
Schaper Benz & Wise Investment Counsel Inc. WI 49,907 49,997 +90 +0.18%
O ROURKE & COMPANY Inc 11,987 12,008 +21 +0.18%
Aspire Private Capital LLC 612 613 +1 +0.16%
Family Firm Inc. 3,362 3,367 +5 +0.15%
Hyperion Partners LLC 2,002 2,005 +3 +0.15%
Cutter & CO Brokerage Inc. 4,420 4,426 +6 +0.14%
CJM Wealth Advisers Ltd. 4,154 4,160 +6 +0.14%
Future Financial Wealth Managment LLC 2,385 2,388 +3 +0.13%
Five Oceans Advisors 2,354 2,357 +3 +0.13%
Financial Security Advisor Inc. 2,346 2,349 +3 +0.13%
Investment Partners LTD. 4,027 4,032 +5 +0.12%
Macroview Investment Management LLC 1,737 1,739 +2 +0.12%
O Brien Wealth Partners LLC 1,677 1,679 +2 +0.12%
Baron Financial Group LLC 3,333 3,337 +4 +0.12%
Sinecera Capital LLC 2,441 2,444 +3 +0.12%
Advisors Management Group Inc. ADV 47,215 47,269 +54 +0.11%
Schnieders Capital Management LLC 48,813 48,866 +53 +0.11%
Cornell Pochily Investment Advisors Inc. 10,784 10,796 +12 +0.11%
MV Capital Management Inc. 3,101 3,104 +3 +0.10%
Shotwell Rutter Baer Inc 1,997 1,999 +2 +0.10%
Affinity Capital Advisors LLC 2,245 2,247 +2 +0.09%
Oak Harbor Wealth Partners LLC 3,977 3,980 +3 +0.08%
Parsons Capital Management Inc. RI 114,211 114,293 +82 +0.07%
Parisi Gray Wealth Management 8,630 8,636 +6 +0.07%
Stephens Consulting LLC 4,114 4,117 +3 +0.07%
Field & Main Bank 16,399 16,409 +10 +0.06%
Norway Savings Bank 1,635 1,636 +1 +0.06%
Oak Asset Management LLC 5,246 5,249 +3 +0.06%
Warner Financial Inc. 7,194 7,198 +4 +0.06%
Premier Path Wealth Partners LLC 5,157 5,160 +3 +0.06%
Nichols & Pratt Advisers LLP MA 8,158 8,162 +4 +0.05%
Amplius Wealth Advisors LLC 4,342 4,344 +2 +0.05%
Boyd Watterson Asset Management LLC OH 2,551 2,552 +1 +0.04%
Cranbrook Wealth Management LLC 4,259 4,260 +1 +0.02%
Romano Brothers AND Company 37,071 37,076 +5 +0.01%
Community Bank & Trust Waco Texas 33,293 33,295 +2 +0.01%
Long Run Wealth Advisors LLC 7,877 7,878 +1 +0.01%
Busey Wealth Management 23,151 23,152 +1 +0.00%
13F Filers Reporting New Positions In IBM
Argus Investors Counsel Inc. 0 1,085 +1,085 +100%
Searcy Financial Services Inc. ADV 0 1,148 +1,148 +100%
Chapin Davis Inc. 0 1,071 +1,071 +100%
Moody Aldrich Partners LLC 0 1,777 +1,777 +100%
Doliver Advisors LP 0 1,084 +1,084 +100%
Arvest Investments Inc. 0 10,089 +10,089 +100%
Dillon & Associates Inc. 0 1,152 +1,152 +100%
Financial Advisory Corp UT ADV 0 1,064 +1,064 +100%
North Point Portfolio Managers Corp OH 0 1,220 +1,220 +100%
Mainstay Capital Management LLC ADV 0 8,852 +8,852 +100%
Bourne Lent Asset Management Inc. 0 1,150 +1,150 +100%
Trust Co. of Virginia VA 0 1,141 +1,141 +100%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 0 10,300 +10,300 +100%
Sonata Capital Group Inc. 0 2,525 +2,525 +100%
Westend Capital Management LLC 0 44 +44 +100%
Migdal Insurance & Financial Holdings Ltd. 0 2,281 +2,281 +100%
Northwest Investment Counselors LLC 0 712 +712 +100%
Mechanics Bank Trust Department 0 2,454 +2,454 +100%
IMC Chicago LLC 0 18,065 +18,065 +100%
Mesirow Financial Investment Management Inc. 0 23,400 +23,400 +100%
West Coast Financial LLC 0 1,252 +1,252 +100%
New England Professional Planning Group Inc. 0 1,129 +1,129 +100%
A. D. Beadell Investment Counsel Inc. 0 1,197 +1,197 +100%
Paragon Capital Management Ltd 0 1,281 +1,281 +100%
LVW Advisors LLC 0 1,728 +1,728 +100%
Silver Lake Advisory LLC 0 1,572 +1,572 +100%
Wakefield Asset Management LLLP 0 2,247 +2,247 +100%
Gemmer Asset Management LLC 0 1,150 +1,150 +100%
Spectrum Asset Management Inc. NB CA 0 1,200 +1,200 +100%
LGL Partners LLC 0 1,057 +1,057 +100%
Horizon Financial Services LLC 0 80 +80 +100%
SpiderRock Advisors LLC 0 38,612 +38,612 +100%
Trilogy Capital Inc. 0 2,275 +2,275 +100%
Legacy Financial Strategies LLC 0 1,337 +1,337 +100%
Clarus Wealth Advisors 0 1,709 +1,709 +100%
Baugh & Associates LLC 0 1,527 +1,527 +100%
Vishria Bird Financial Group LLC 0 1,194 +1,194 +100%
Elwood & Goetz Wealth Advisory Group LLC 0 1,150 +1,150 +100%
RVW Wealth LLC 0 1,162 +1,162 +100%
Sage Financial Management Group Inc. 0 1,500 +1,500 +100%
EWG Elevate Inc. 0 1,210 +1,210 +100%
Patriot Investment Management Inc. 0 1,094 +1,094 +100%
Bremer Bank National Association 0 1,742 +1,742 +100%
O Keefe Stevens Advisory Inc. 0 1,110 +1,110 +100%
Jacobsen Capital Management 0 1,145 +1,145 +100%
Hilltop Wealth Advisors LLC 0 12,913 +12,913 +100%
BCS Wealth Management 0 1,188 +1,188 +100%
Professional Financial Advisors LLC 0 1,172 +1,172 +100%
Horizon Advisory Services Inc. 0 1,284 +1,284 +100%
Game Plan Financial Advisors LLC 0 37 +37 +100%
BEAM Asset Management LLC 0 1,441 +1,441 +100%
First Pacific Financial 0 11 +11 +100%
KWB Wealth 0 2,197 +2,197 +100%
IAM Advisory LLC 0 1,099 +1,099 +100%
TruWealth Advisors LLC 0 48,378 +48,378 +100%
Monterey Private Wealth Inc. 0 1,218 +1,218 +100%
Legal Advantage Investments Inc. 0 3,366 +3,366 +100%
Avenue 1 Advisors LLC 0 1,098 +1,098 +100%
Lifestyle Asset Management Inc. 0 2,143 +2,143 +100%
Outfitter Financial LLC 0 3,292 +3,292 +100%
Coerente Capital Management 0 2,050 +2,050 +100%
Strategic Financial Concepts LLC 0 3,815 +3,815 +100%
Dominguez Wealth Management Solutions Inc. 0 1,148 +1,148 +100%
Activest Wealth Management 0 244 +244 +100%
Whelan Financial 0 1,314 +1,314 +100%
Mason & Associates LLC 0 13,829 +13,829 +100%
China Universal Asset Management Co. Ltd. 0 1,833 +1,833 +100%
Stone Point Wealth LLC 0 1,143 +1,143 +100%
Archvest Wealth Advisors Inc. 0 1,846 +1,846 +100%
Fingerlakes Wealth Management Inc. 0 1,254 +1,254 +100%
Redmont Wealth Advisors LLC 0 53 +53 +100%
Spinnaker Investment Group LLC 0 1,172 +1,172 +100%
Simplicity Wealth LLC 0 42,164 +42,164 +100%
Clay Northam Wealth Management LLC 0 1,144 +1,144 +100%
Walker Asset Management LLC 0 1,171 +1,171 +100%
Lansing Street Advisors 0 1,225 +1,225 +100%
Powers Advisory Group LLC 0 1,066 +1,066 +100%
Cypress Financial Planning LLC 0 1,093 +1,093 +100%
Plan Group Financial LLC 0 1,920 +1,920 +100%
Global Assets Advisory LLC 0 15,848 +15,848 +100%
Centurion Wealth Management LLC 0 1,362 +1,362 +100%
Melfa Wealth Management LLC 0 1,300 +1,300 +100%
Great Waters Wealth Management 0 1,187 +1,187 +100%
Dover Advisors LLC 0 1,851 +1,851 +100%
Milestone Asset Management LLC 0 11,314 +11,314 +100%
Longbow Finance SA 0 16,331 +16,331 +100%
Talbot Financial LLC 0 5,165 +5,165 +100%
Consolidated Portfolio Review Corp 0 1,226 +1,226 +100%
Prairie Sky Financial Group LLC 0 1,150 +1,150 +100%
Altiora Financial Group LLC 0 1,128 +1,128 +100%
Dupree Financial Group LLC 0 1,193 +1,193 +100%
Dixon Mitchell Investment Counsel Inc. 0 425 +425 +100%
Schoolcraft Capital LLC 0 1,137 +1,137 +100%
Fielder Capital Group LLC 0 1,264 +1,264 +100%
Focus Financial Network Inc. 0 6,115 +6,115 +100%
Accordant Advisory Group Inc 0 92 +92 +100%
Gerber LLC 0 1,086 +1,086 +100%
Executive Wealth Group LLC 0 1,500 +1,500 +100%
Fox Hill Wealth Management 0 1,076 +1,076 +100%
Foguth Wealth Management LLC. 0 1,428 +1,428 +100%
Glass Wealth Management Co LLC 0 2,125 +2,125 +100%
Diversify Advisory Services LLC 0 24,377 +24,377 +100%
13F Filers With Unchanged Share Count
Hazlett Burt & Watson Inc. 11 11 UNCH 0.00%
Planning Alternatives Ltd. ADV 2,869 2,869 UNCH 0.00%
First Financialcorp IN 1,022 1,022 UNCH 0.00%
Chemung Canal Trust Co. 1,314 1,314 UNCH 0.00%
Mount Vernon Associates Inc. MD 5,505 5,505 UNCH 0.00%
First National Corp MA ADV 3,474 3,474 UNCH 0.00%
Atlantic Union Bankshares Corp 8,208 8,208 UNCH 0.00%
Fenimore Asset Management Inc. 2,573 2,573 UNCH 0.00%
Factory Mutual Insurance Co. 28,800 28,800 UNCH 0.00%
Professional Advisory Services Inc. 2,933 2,933 UNCH 0.00%
Guyasuta Investment Advisors Inc. 50,087 50,087 UNCH 0.00%
Smith Shellnut Wilson LLC ADV 2,523 2,523 UNCH 0.00%
Pioneer Trust Bank N A OR 1,748 1,748 UNCH 0.00%
Woodstock Corp 1,312 1,312 UNCH 0.00%
Schmidt P J Investment Management Inc. 1,895 1,895 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 945,337 945,337 UNCH 0.00%
Vaughan Nelson Investment Management L.P. 16,735 16,735 UNCH 0.00%
Spirit of America Management Corp NY 2,668 2,668 UNCH 0.00%
Albion Financial Group UT 6,715 6,715 UNCH 0.00%
Beach Investment Counsel Inc. PA 4,752 4,752 UNCH 0.00%
Mountain Pacific Investment Advisers Inc. ID 3,672 3,672 UNCH 0.00%
Jag Capital Management LLC 1,683 1,683 UNCH 0.00%
Selway Asset Management 3,550 3,550 UNCH 0.00%
Harbor Advisory Corp MA 3,036 3,036 UNCH 0.00%
Bonness Enterprises Inc. 29,564 29,564 UNCH 0.00%
Independent Investors Inc. 2,350 2,350 UNCH 0.00%
Proffitt & Goodson Inc. 555 555 UNCH 0.00%
Mogy Joel R Investment Counsel Inc. 2,400 2,400 UNCH 0.00%
First Community Trust NA 620 620 UNCH 0.00%
Prentiss Smith & Co. Inc. 1,960 1,960 UNCH 0.00%
Tealwood Asset Management Inc. 2,125 2,125 UNCH 0.00%
Viking Fund Management LLC 22,100 22,100 UNCH 0.00%
Foundation Resource Management Inc. 1,399 1,399 UNCH 0.00%
First United Bank Trust 3,770 3,770 UNCH 0.00%
Chickasaw Capital Management LLC 1,271 1,271 UNCH 0.00%
Canal Insurance CO 73,000 73,000 UNCH 0.00%
BOK Financial Private Wealth Inc. 1,622 1,622 UNCH 0.00%
Coastline Trust Co 2,465 2,465 UNCH 0.00%
Progressive Investment Management Corp 2,149 2,149 UNCH 0.00%
Guardian Investment Management 3,075 3,075 UNCH 0.00%
Horrell Capital Management Inc. 139 139 UNCH 0.00%
West Oak Capital LLC 485 485 UNCH 0.00%
Reik & CO. LLC 3,072 3,072 UNCH 0.00%
Fruth Investment Management 2,797 2,797 UNCH 0.00%
Capstone Investment Advisors LLC 94 94 UNCH 0.00%
Cacti Asset Management LLC 17,150 17,150 UNCH 0.00%
Cohen Klingenstein LLC 33,715 33,715 UNCH 0.00%
Drexel Morgan & Co. 139,735 139,735 UNCH 0.00%
Timber Creek Capital Management LLC 95 95 UNCH 0.00%
Rocky Mountain Advisers LLC 1,100 1,100 UNCH 0.00%
Reliant Investment Management LLC 3,800 3,800 UNCH 0.00%
Boston Trust Walden Corp 3,347 3,347 UNCH 0.00%
Alta Advisers Ltd 2,400 2,400 UNCH 0.00%
Westside Investment Management Inc. 738 738 UNCH 0.00%
Aviance Capital Partners LLC 2,321 2,321 UNCH 0.00%
Ascent Wealth Partners LLC 1,638 1,638 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 2,172 2,172 UNCH 0.00%
AMF Pensionsforsakring AB 212,879 212,879 UNCH 0.00%
JNBA Financial Advisors 480 480 UNCH 0.00%
Lowe Wealth Advisors LLC 980 980 UNCH 0.00%
LVZ Advisors Inc. 2,503 2,503 UNCH 0.00%
Arbor Investment Advisors LLC 1,950 1,950 UNCH 0.00%
E&G Advisors LP 3,070 3,070 UNCH 0.00%
Hamel Associates Inc. 10,350 10,350 UNCH 0.00%
Community Bank of Raymore 1,860 1,860 UNCH 0.00%
Grassi Investment Management 60,130 60,130 UNCH 0.00%
S. R. Schill & Associates 4,931 4,931 UNCH 0.00%
Tradewinds Capital Management LLC 97 97 UNCH 0.00%
Bray Capital Advisors 50 50 UNCH 0.00%
Trust Co 431 431 UNCH 0.00%
Lincoln Capital LLC 1,312 1,312 UNCH 0.00%
Westhampton Capital LLC 10,346 10,346 UNCH 0.00%
Genesee Capital Advisors LLC 2,566 2,566 UNCH 0.00%
Home Federal Bank of Tennessee 7,672 7,672 UNCH 0.00%
Edmonds Duncan Registered Investment Advisors LLC 1,689 1,689 UNCH 0.00%
Trinity Wealth Management LLC 1,644 1,644 UNCH 0.00%
Legacy Bridge LLC 1,448 1,448 UNCH 0.00%
Marietta Wealth Management LLC 2,076 2,076 UNCH 0.00%
Pinnacle Bank 2,119 2,119 UNCH 0.00%
Founders Capital Management 1,150 1,150 UNCH 0.00%
Bfsg LLC 880 880 UNCH 0.00%
McCollum Christoferson Group LLC 1,779 1,779 UNCH 0.00%
Diamant Asset Management Inc. 1,450 1,450 UNCH 0.00%
Avondale Wealth Management 100 100 UNCH 0.00%
Pflug Koory LLC 1,074 1,074 UNCH 0.00%
Impax Asset Management Group plc 12,176 12,176 UNCH 0.00%
Essex Savings Bank 8,592 8,592 UNCH 0.00%
CRA Financial Services LLC 4,651 4,651 UNCH 0.00%
Insight Financial Services 197 197 UNCH 0.00%
MA Private Wealth 1,303 1,303 UNCH 0.00%
Oldfather Financial Services LLC 3,567 3,567 UNCH 0.00%
Weaver Consulting Group 2,811 2,811 UNCH 0.00%
HBW Advisory Services LLC 4,731 4,731 UNCH 0.00%
Hubbell Strickland Wealth Management LLC 1,804 1,804 UNCH 0.00%
Pacifica Partners Inc. 1,810 1,810 UNCH 0.00%
General Partner Inc. 449 449 UNCH 0.00%
Key Financial Inc 2,087 2,087 UNCH 0.00%
Lion Street Advisors LLC 6,486 6,486 UNCH 0.00%
TI Trust Inc. 4,522 4,522 UNCH 0.00%
Magnolia Capital Management Ltd. 2,637 2,637 UNCH 0.00%
Capital Market Strategies LLC 3,596 3,596 UNCH 0.00%
Rebalance LLC 1,579 1,579 UNCH 0.00%
Davis Capital Management 186 186 UNCH 0.00%
Planned Solutions Inc. 3,738 3,738 UNCH 0.00%
Wolff Wiese Magana LLC 162 162 UNCH 0.00%
Iron Horse Wealth Management LLC 670 670 UNCH 0.00%
Birchcreek Wealth Management LLC 2,097 2,097 UNCH 0.00%
Sterling Manor Financial LLC 1,381 1,381 UNCH 0.00%
Stableford Capital II LLC 1,690 1,690 UNCH 0.00%
Phoenix Wealth Advisors 1,965 1,965 UNCH 0.00%
Johnson Bixby & Associates LLC 1,223 1,223 UNCH 0.00%
DHJJ Financial Advisors Ltd. 139 139 UNCH 0.00%
Boyd Wealth Management LLC 1,333 1,333 UNCH 0.00%
TNF LLC 1,211 1,211 UNCH 0.00%
Piscataqua Savings Bank 3,063 3,063 UNCH 0.00%
Howard Capital Management Group LLC 2,761 2,761 UNCH 0.00%
Bradley & Co. Private Wealth Management LLC 305 305 UNCH 0.00%
Prentice Wealth Management LLC 4,993 4,993 UNCH 0.00%
C2C Wealth Management LLC 18,029 18,029 UNCH 0.00%
JTC Employer Solutions Trusteee Ltd 197 197 UNCH 0.00%
Maryland Capital Advisors Inc. 450 450 UNCH 0.00%
Bromfield Sneider Wealth Advisors 72 72 UNCH 0.00%
GoalFusion Wealth Management LLC 1,403 1,403 UNCH 0.00%
Mill Capital Management LLC 5,465 5,465 UNCH 0.00%
Keb Asset Management LLC 1,843 1,843 UNCH 0.00%
Cottonwood Capital Advisors LLC 1,667 1,667 UNCH 0.00%
Eagle Bluffs Wealth Management LLC 1,469 1,469 UNCH 0.00%
Blodgett Wealth Advisors LLC 1,618 1,618 UNCH 0.00%
LifeGuide Financial Advisors LLC 3,912 3,912 UNCH 0.00%
Sweet Financial Partners LLC 3,099 3,099 UNCH 0.00%
Paragon Financial Partners Inc. 1,645 1,645 UNCH 0.00%
Family CFO Inc 80 80 UNCH 0.00%
Global Wealth Strategies & Associates 1,060 1,060 UNCH 0.00%
Richelieu Gestion PLC 50 50 UNCH 0.00%
Libra Wealth LLC 2,992 2,992 UNCH 0.00%
Armstrong Advisory Group Inc. 2,825 2,825 UNCH 0.00%
Signature Resources Capital Management LLC 138 138 UNCH 0.00%
Horizons Wealth Management 35 35 UNCH 0.00%
Fortitude Family Office LLC 476 476 UNCH 0.00%
Fortune Financial Advisors LLC 1,716 1,716 UNCH 0.00%
Lam Group Inc. 202 202 UNCH 0.00%
Seed Wealth Management Inc. 1,504 1,504 UNCH 0.00%
HTG Investment Advisors Inc. 1,820 1,820 UNCH 0.00%
Breakwater Capital Group 2,659 2,659 UNCH 0.00%
Mendota Financial Group LLC 105 105 UNCH 0.00%
Tanglewood Legacy Advisors LLC 930 930 UNCH 0.00%
Compass Wealth Management LLC 830 830 UNCH 0.00%
Trivant Custom Portfolio Group LLC 100 100 UNCH 0.00%
Cultivar Capital Inc. 4,653 4,653 UNCH 0.00%
Armstrong Fleming & Moore Inc 5,355 5,355 UNCH 0.00%
CGC Financial Services LLC 378 378 UNCH 0.00%
Halpern Financial Inc. 98 98 UNCH 0.00%
Peoples Bank KS 525 525 UNCH 0.00%
Sentry LLC 15,083 15,083 UNCH 0.00%
Silverberg Bernstein Capital Management LLC 10,470 10,470 UNCH 0.00%
Naples Money Management LLC 170 170 UNCH 0.00%
NavPoint Financial Inc. 1,247 1,247 UNCH 0.00%
Evergreen Private Wealth LLC 835 835 UNCH 0.00%
Sachetta LLC 2,886 2,886 UNCH 0.00%
Voisard Asset Management Group Inc. 650 650 UNCH 0.00%
GLOBALT Investments LLC GA 1,235 1,235 UNCH 0.00%
Transcendent Capital Group LLC 439 439 UNCH 0.00%
13F Filers Decreasing IBM Share Count
Annapolis Financial Services LLC 414 13 -401 -96.86%
Stonegate Investment Group LLC 342,739 33,284 -309,455 -90.29%
Cordant Inc. 256 30 -226 -88.28%
Cutler Group LP 3,565 451 -3,114 -87.35%
CX Institutional 48,136 6,512 -41,624 -86.47%
Harel Insurance Investments & Financial Services Ltd. 11,000 1,662 -9,338 -84.89%
Stratos Wealth Advisors LLC 32,144 5,235 -26,909 -83.71%
Luken Investment Analytics LLC 91 16 -75 -82.42%
Richardson Capital Management LLC 1,500 275 -1,225 -81.67%
Beacon Financial Advisory LLC 6,106 1,164 -4,942 -80.94%
Mayflower Financial Advisors LLC 37,939 7,804 -30,135 -79.43%
Apexium Financial LP 24,277 5,017 -19,260 -79.33%
Carlson Capital Management 5,370 1,112 -4,258 -79.29%
Hartline Investment Corp 52,489 11,571 -40,918 -77.96%
Keystone Financial Planning Inc. 50,363 11,458 -38,905 -77.25%
JGP Wealth Management LLC 5,111 1,334 -3,777 -73.90%
FCG Investment Co 9,401 2,551 -6,850 -72.86%
Mezzasalma Advisors LLC 3,972 1,255 -2,717 -68.40%
Capital Investment Counsel Inc 11,739 3,847 -7,892 -67.23%
Fundamentun LLC 3,173 1,105 -2,068 -65.17%
G&S Capital LLC 7,564 2,670 -4,894 -64.70%
UMB Bank N A MO 249,425 88,533 -160,892 -64.51%
Charles Schwab Trust Co 4,950 1,773 -3,177 -64.18%
Rakuten Securities Inc. 1,197 443 -754 -62.99%
OmniStar Financial Group Inc. 9,678 3,633 -6,045 -62.46%
Eagle Strategies LLC 2,488 1,110 -1,378 -55.39%
Advisor Resource Council 8,042 3,739 -4,303 -53.51%
Clear Creek Financial Management LLC 4,621 2,193 -2,428 -52.54%
Saxon Interests Inc. 7,000 3,416 -3,584 -51.20%
Gradient Investments LLC 3,426 1,678 -1,748 -51.02%
Oak Thistle LLC 3,312 1,644 -1,668 -50.36%
Morton Brown Family Wealth LLC 407 223 -184 -45.21%
Ignite Planners LLC 4,986 2,839 -2,147 -43.06%
Hollencrest Capital Management 1,193 694 -499 -41.83%
Roth Financial Partners LLC 5,434 3,200 -2,234 -41.11%
Court Place Advisors LLC 2,309 1,409 -900 -38.98%
DNB Asset Management AS 266,460 164,844 -101,616 -38.14%
First National Trust Co 98,178 62,370 -35,808 -36.47%
Global Trust Asset Management LLC 3,061 1,961 -1,100 -35.94%
Aaron Wealth Advisors 12,208 7,950 -4,258 -34.88%
Atticus Wealth Management LLC 2,280 1,502 -778 -34.12%
Congress Wealth Management LLC DE 18,059 12,124 -5,935 -32.86%
PFG Private Wealth Management LLC 19 13 -6 -31.58%
Fortis Group Advisors LLC 12,673 8,729 -3,944 -31.12%
Appleton Partners Inc. MA 6,432 4,462 -1,970 -30.63%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,021 2,854 -1,167 -29.02%
Parthenon LLC 13,842 9,842 -4,000 -28.90%
International Assets Investment Management LLC 16,224 11,559 -4,665 -28.75%
Lineweaver Wealth Advisors LLC 3,253 2,323 -930 -28.59%
Assenagon Asset Management S.A. 179,214 128,494 -50,720 -28.30%
Coastal Investment Advisors Inc. 6,253 4,527 -1,726 -27.60%
Olistico Wealth LLC 3,388 2,488 -900 -26.56%
Well Done LLC 1,456 1,072 -384 -26.37%
Veracity Capital LLC 7,562 5,586 -1,976 -26.13%
Wagner Wealth Management LLC 21,674 16,060 -5,614 -25.90%
Cantor Fitzgerald Investment Adviser L.P. 192,840 143,305 -49,535 -25.69%
Mirae Asset Global Investments Co. Ltd. 514,648 387,813 -126,835 -24.65%
SeaCrest Wealth Management LLC 32,191 24,299 -7,892 -24.52%
Robbins Farley LLC 437 330 -107 -24.49%
Kingswood Wealth Advisors LLC 13,219 9,992 -3,227 -24.41%
InTrack Investment Management Inc 5,842 4,416 -1,426 -24.41%
Matrix Asset Advisors Inc. NY 1,455 1,117 -338 -23.23%
Wambolt & Associates LLC 2,760 2,125 -635 -23.01%
CFM Wealth Partners LLC 3,124 2,407 -717 -22.95%
Northwest Capital Management Inc 1,230 949 -281 -22.85%
Cedrus LLC 2,581 2,002 -579 -22.43%
Walter & Keenan Financial Consulting Co. MI ADV 4,460 3,460 -1,000 -22.42%
LexAurum Advisors LLC 5,384 4,197 -1,187 -22.05%
Bridge Creek Capital Management LLC 5,727 4,467 -1,260 -22.00%
Brand Asset Management Group Inc. 1,919 1,506 -413 -21.52%
Tyche Wealth Partners LLC 4,057 3,203 -854 -21.05%
Signature Wealth Management Group 25,718 20,405 -5,313 -20.66%
Portside Wealth Group LLC 15,629 12,403 -3,226 -20.64%
Bridges Investment Management Inc. 10,652 8,502 -2,150 -20.18%
Prestige Wealth Management Group LLC 703 563 -140 -19.91%
Sapient Capital LLC 3,346 2,681 -665 -19.87%
Mitchell Sinkler & Starr PA 10,990 8,810 -2,180 -19.84%
Banque Cantonale Vaudoise 57,256 46,023 -11,233 -19.62%
Procyon Private Wealth Partners LLC 4,871 3,916 -955 -19.61%
Apella Capital LLC 2,869 2,314 -555 -19.34%
Insight Folios Inc 44,576 35,978 -8,598 -19.29%
Benson Investment Management Company Inc. 36,135 29,233 -6,902 -19.10%
Tritonpoint Wealth LLC 2,890 2,341 -549 -19.00%
Trust Point Inc. 14,164 11,535 -2,629 -18.56%
Symmetry Partners LLC 11,286 9,235 -2,051 -18.17%
Autumn Glory Partners LLC 3,215 2,640 -575 -17.88%
Clarius Group LLC 6,609 5,430 -1,179 -17.84%
Riverview Trust Co 2,308 1,908 -400 -17.33%
Pensionfund Sabic 14,500 12,000 -2,500 -17.24%
Legacy Advisors LLC 4,588 3,801 -787 -17.15%
Fountainhead AM LLC 1,464 1,214 -250 -17.08%
JJJ Advisors Inc. 561 466 -95 -16.93%
Main Street Research LLC 1,644 1,366 -278 -16.91%
PayPay Securities Corp 42 35 -7 -16.67%
Dynamic Advisor Solutions LLC 20,891 17,466 -3,425 -16.39%
Strategic Advisors LLC 23,315 19,564 -3,751 -16.09%
Mcdonald Partners LLC 21,530 18,071 -3,459 -16.07%
Hennessy Advisors Inc. 66,700 56,100 -10,600 -15.89%
West Branch Capital LLC 677 570 -107 -15.81%
BluePath Capital Management LLC 4,631 3,900 -731 -15.78%
Boothe Investment Group Inc. 9,547 8,046 -1,501 -15.72%
Financial Management Professionals Inc. 647 547 -100 -15.46%
Soltis Investment Advisors LLC 3,934 3,327 -607 -15.43%
Burke & Herbert Bank & Trust Co. 2,749 2,328 -421 -15.31%
Osborne Partners Capital Management LLC 4,084 3,459 -625 -15.30%
McGuire Investment Group LLC 2,403 2,036 -367 -15.27%
Abacus Wealth Partners LLC 1,540 1,307 -233 -15.13%
Amalgamated Bank 220,981 187,841 -33,140 -15.00%
Armstrong Henry H Associates Inc. 4,945 4,225 -720 -14.56%
Ridgewood Investments LLC 8,341 7,156 -1,185 -14.21%
Greystone Financial Group LLC 52,027 44,728 -7,299 -14.03%
Mn Services Vermogensbeheer B.V. 428,910 369,210 -59,700 -13.92%
Lodestar Private Asset Management LLC 2,510 2,162 -348 -13.86%
Lathrop Investment Management Corp 49,077 42,455 -6,622 -13.49%
Benjamin Edwards Inc. 4,934 4,271 -663 -13.44%
Country Club Bank GFN 7,913 6,863 -1,050 -13.27%
MEMBERS Trust Co 30,082 26,097 -3,985 -13.25%
Beddow Capital Management Inc. 63,092 54,755 -8,337 -13.21%
B.O.S.S. Retirement Advisors LLC 12,279 10,659 -1,620 -13.19%
Toth Financial Advisory Corp 38,691 33,785 -4,906 -12.68%
Carr Financial Group Corp 1,648 1,444 -204 -12.38%
Sound Income Strategies LLC 115,492 101,280 -14,212 -12.31%
Arlington Trust Co LLC 1,043 916 -127 -12.18%
Financial Futures Ltd Liability Co. 3,145 2,762 -383 -12.18%
Capital Advisors Inc. OK 310,707 273,576 -37,131 -11.95%
Opal Wealth Advisors LLC 3,312 2,922 -390 -11.78%
Liberty Capital Management Inc. 1,387 1,224 -163 -11.75%
Platte River Wealth Advisors LLC 2,150 1,900 -250 -11.63%
Zimmermann Investment Management & Planning LLC 1,307 1,158 -149 -11.40%
Trinity Legacy Partners LLC 3,403 3,015 -388 -11.40%
Ronald Blue Trust Inc. 14,187 12,572 -1,615 -11.38%
VAUGHAN & Co SECURITIES INC. 5,279 4,681 -598 -11.33%
Moisand Fitzgerald Tamayo LLC 553 491 -62 -11.21%
Berkshire Bank 4,931 4,388 -543 -11.01%
Signature Wealth Management Partners LLC 4,006 3,583 -423 -10.56%
Annex Advisory Services LLC 1,592 1,426 -166 -10.43%
Greenwood Capital Associates LLC 74,281 66,621 -7,660 -10.31%
Greylin Investment Mangement Inc. 29,267 26,294 -2,973 -10.16%
Valeo Financial Advisors LLC 14,640 13,165 -1,475 -10.08%
Eagle Rock Investment Company LLC 19,522 17,576 -1,946 -9.97%
Weatherly Asset Management L. P. 4,672 4,217 -455 -9.74%
Crescent Grove Advisors LLC 3,164 2,864 -300 -9.48%
MTM Investment Management LLC 4,177 3,782 -395 -9.46%
Colton Groome Financial Advisors LLC 1,400 1,269 -131 -9.36%
Rosenberg Matthew Hamilton 2,115 1,920 -195 -9.22%
Verdence Capital Advisors LLC 21,042 19,104 -1,938 -9.21%
Gateway Investment Advisers LLC 6,672 6,060 -612 -9.17%
Summit Global Investments 2,169 1,972 -197 -9.08%
Diversified Trust Co 13,428 12,209 -1,219 -9.08%
Integrated Investment Consultants LLC 3,660 3,334 -326 -8.91%
Northern Oak Wealth Management Inc. 2,166 1,973 -193 -8.91%
McAdam LLC 3,690 3,364 -326 -8.83%
Nicholas Hoffman & Company LLC. 12,157 11,087 -1,070 -8.80%
True Vision MN LLC 3,899 3,561 -338 -8.67%
Mcdaniel Terry & Co. 3,365 3,074 -291 -8.65%
Bruce G. Allen Investments LLC 1,114 1,018 -96 -8.62%
Carlton Hofferkamp & Jenks Wealth Management LLC 5,117 4,683 -434 -8.48%
Farmers & Merchants Investments Inc. 33,085 30,291 -2,794 -8.44%
Cary Street Partners Asset Management LLC 12,604 11,553 -1,051 -8.34%
Fifth Third Bancorp 188,819 173,303 -15,516 -8.22%
Brave Asset Management Inc. 8,147 7,479 -668 -8.20%
NovaPoint Capital LLC 28,263 25,952 -2,311 -8.18%
Davy Global Fund Management Ltd 41,346 38,046 -3,300 -7.98%
Berger Financial Group Inc 38,289 35,255 -3,034 -7.92%
BKD Wealth Advisors LLC 36,490 33,611 -2,879 -7.89%
Manning & Napier Group LLC 153,473 141,376 -12,097 -7.88%
Tower Bridge Advisors 11,487 10,591 -896 -7.80%
Papp L Roy & Associates 7,124 6,570 -554 -7.78%
New Hampshire Trust 3,901 3,601 -300 -7.69%
Equitable Trust Co. 6,747 6,230 -517 -7.66%
Institute for Wealth Management LLC. 4,136 3,820 -316 -7.64%
First PREMIER Bank 1,397 1,291 -106 -7.59%
Northeast Investment Management 7,193 6,648 -545 -7.58%
First Horizon Advisors Inc. 206,118 190,968 -15,150 -7.35%
Northwest Bancshares Inc. 7,869 7,293 -576 -7.32%
Founders Financial Securities LLC 11,501 10,660 -841 -7.31%
Retirement Systems of Alabama 873,742 810,030 -63,712 -7.29%
Baker Boyer National Bank 2,153 1,996 -157 -7.29%
Little House Capital LLC 12,822 11,893 -929 -7.25%
Planning Center Inc. 1,750 1,625 -125 -7.14%
Farmers Trust Co. 52,954 49,220 -3,734 -7.05%
Fort Pitt Capital Group LLC 1,514 1,408 -106 -7.00%
Francis Financial Inc. 2,642 2,458 -184 -6.96%
MPS Loria Financial Planners LLC 2,446 2,276 -170 -6.95%
Kennedy Investment Group 3,114 2,901 -213 -6.84%
Securian Asset Management Inc 57,812 53,893 -3,919 -6.78%
Atlas Brown Inc. 7,426 6,924 -502 -6.76%
CAPROCK Group Inc. 15,208 14,182 -1,026 -6.75%
Financial Sense Advisors Inc. 15,354 14,327 -1,027 -6.69%
Capital Investment Advisory Services LLC 23,575 22,047 -1,528 -6.48%
Capital Asset Advisory Services LLC 6,736 6,301 -435 -6.46%
Allied Investment Advisors LLC 5,939 5,559 -380 -6.40%
Keel Point LLC 14,697 13,763 -934 -6.36%
Acropolis Investment Management LLC 2,534 2,375 -159 -6.27%
Steel Peak Wealth Management LLC 83,173 78,011 -5,162 -6.21%
Willis Investment Counsel 1,617 1,520 -97 -6.00%
Security National Bank 1,773 1,668 -105 -5.92%
AJ Advisors LLC 1,635 1,540 -95 -5.81%
Mather Group LLC. 5,008 4,718 -290 -5.79%
Welch Group LLC 343,845 324,278 -19,567 -5.69%
Core Wealth Partners LLC 6,811 6,428 -383 -5.62%
Advocate Group LLC 70,515 66,555 -3,960 -5.62%
Eads & Heald Wealth Management 3,571 3,374 -197 -5.52%
Stockman Wealth Management Inc. 77,104 72,878 -4,226 -5.48%
Townsend Asset Management Corp NC ADV 1,487 1,406 -81 -5.45%
MeadowBrook Investment Advisors LLC 2,410 2,280 -130 -5.39%
Childress Capital Advisors LLC 2,186 2,070 -116 -5.31%
Archford Capital Strategies LLC 10,432 9,897 -535 -5.13%
Alpha Omega Wealth Management LLC 55,780 52,933 -2,847 -5.10%
Trifecta Capital Advisors LLC 59 56 -3 -5.08%
Thrive Wealth Management LLC 7,311 6,940 -371 -5.07%
Gilman Hill Asset Management LLC 76,260 72,392 -3,868 -5.07%
Clifford Swan Investment Counsel LLC 46,099 43,766 -2,333 -5.06%
Stewart & Patten Co. LLC 4,411 4,191 -220 -4.99%
First International Bank & Trust 1,293 1,229 -64 -4.95%
Franklin Street Advisors Inc. NC 71,365 67,829 -3,536 -4.95%
Bouchey Financial Group Ltd 3,357 3,191 -166 -4.94%
AlphaMark Advisors LLC 9,335 8,875 -460 -4.93%
TAP Consulting LLC 1,675 1,593 -82 -4.90%
Ausdal Financial Partners Inc. 11,080 10,540 -540 -4.87%
Summit Financial LLC 4,832 4,597 -235 -4.86%
Allen Capital Group LLC 22,505 21,418 -1,087 -4.83%
Meritage Portfolio Management 40,636 38,677 -1,959 -4.82%
Private Capital Management LLC 2,934 2,794 -140 -4.77%
Coombe Bender & Co LLC 5,036 4,799 -237 -4.71%
Carolina Wealth Advisors LLC 1,742 1,660 -82 -4.71%
California Public Employees Retirement System 6,357,047 6,061,429 -295,618 -4.65%
Lynch & Associates IN 48,711 46,479 -2,232 -4.58%
Alaska Permanent Fund Corp 69,914 66,738 -3,176 -4.54%
Cyndeo Wealth Partners LLC 43,711 41,791 -1,920 -4.39%
SeaBridge Investment Advisors LLC 18,115 17,329 -786 -4.34%
Dumont & Blake Investment Advisors LLC 9,445 9,035 -410 -4.34%
Mosley Wealth Management 1,905 1,823 -82 -4.30%
Fiera Capital Corp 4,770 4,565 -205 -4.30%
Caldwell Sutter Capital Inc. 10,738 10,284 -454 -4.23%
Yousif Capital Management LLC 196,563 188,405 -8,158 -4.15%
Edmp Inc. 16,985 16,282 -703 -4.14%
Park Edge Advisors LLC 2,454 2,353 -101 -4.12%
Raymond James Trust N.A. 52,456 50,302 -2,154 -4.11%
Benjamin F. Edwards & Company Inc. 90,676 86,971 -3,705 -4.09%
SJS Investment Consulting Inc. 1,324 1,270 -54 -4.08%
Heartwood Wealth Advisors LLC 5,987 5,743 -244 -4.08%
ST Germain D J Co. Inc. 12,029 11,541 -488 -4.06%
Indiana Trust & Investment Management CO 3,340 3,205 -135 -4.04%
Summit Financial Group Inc. 5,736 5,504 -232 -4.04%
Wynn Capital LLC 8,813 8,458 -355 -4.03%
Confluence Wealth Services Inc. 13,779 13,228 -551 -4.00%
Douglas Lane & Associates LLC 283,079 271,882 -11,197 -3.96%
Saratoga Research & Investment Management 3,120 2,999 -121 -3.88%
Private Wealth Management Group LLC 673 647 -26 -3.86%
Wealthstar Advisors LLC 8,780 8,441 -339 -3.86%
JFS Wealth Advisors LLC 12,268 11,797 -471 -3.84%
Hartford Investment Management Co. 61,507 59,144 -2,363 -3.84%
Natixis Advisors L.P. 376,430 362,060 -14,370 -3.82%
Eudaimonia Partners LLC 3,189 3,071 -118 -3.70%
Argyle Capital Management Inc. 23,177 22,327 -850 -3.67%
Sumitomo Life Insurance Co. 14,787 14,245 -542 -3.67%
Rational Advisors LLC 2,161 2,082 -79 -3.66%
Capital Investment Advisors LLC 67,278 64,835 -2,443 -3.63%
Accurate Wealth Management LLC 5,294 5,106 -188 -3.55%
KG&L Capital Management LLC 2,467 2,380 -87 -3.53%
Guardian Wealth Advisors LLC 2,163 2,087 -76 -3.51%
BLB&B Advisors LLC 24,386 23,536 -850 -3.49%
Country Trust Bank 2,811 2,713 -98 -3.49%
Winthrop Advisory Group LLC 5,649 5,454 -195 -3.45%
Louisiana State Employees Retirement System 55,200 53,300 -1,900 -3.44%
Commonwealth Equity Services LLC 718,120 693,498 -24,622 -3.43%
Opinicus Capital Inc. 2,979 2,878 -101 -3.39%
Janney Capital Management LLC 110,445 106,720 -3,725 -3.37%
ZWJ Investment Counsel Inc. 15,985 15,450 -535 -3.35%
DLK Investment Management LLC 2,994 2,894 -100 -3.34%
Astoria Portfolio Advisors LLC. 2,425 2,345 -80 -3.30%
Adviser Investments LLC 52,145 50,445 -1,700 -3.26%
Rockland Trust Co. 15,892 15,375 -517 -3.25%
Sivia Capital Partners LLC 1,409 1,364 -45 -3.19%
Park National Corp OH 16,061 15,561 -500 -3.11%
Montecito Bank & Trust 8,927 8,652 -275 -3.08%
Washington Capital Management Inc. 5,040 4,885 -155 -3.08%
Murphy Middleton Hinkle & Parker Inc. 6,474 6,278 -196 -3.03%
Selective Wealth Management Inc. 6,620 6,420 -200 -3.02%
Sandy Cove Advisors LLC 3,009 2,920 -89 -2.96%
First Affirmative Financial Network 2,946 2,859 -87 -2.95%
Janney Montgomery Scott LLC 659,022 640,175 -18,847 -2.86%
Legacy Wealth Asset Management LLC 12,974 12,606 -368 -2.84%
Copperwynd Financial LLC 4,648 4,516 -132 -2.84%
Sugarloaf Wealth Management LLC 4,854 4,717 -137 -2.82%
Central Valley Advisors LLC 3,165 3,077 -88 -2.78%
WealthBridge Capital Management LLC 1,447 1,407 -40 -2.76%
Webster Bank N. A. 7,131 6,940 -191 -2.68%
CENTRAL TRUST Co 25,553 24,884 -669 -2.62%
First Financial Bank Trust Division 61,165 59,597 -1,568 -2.56%
True Link Financial Advisors LLC 1,731 1,687 -44 -2.54%
Renaissance Group LLC 1,889 1,841 -48 -2.54%
New Mexico Educational Retirement Board 47,247 46,047 -1,200 -2.54%
Sage Investment Advisers LLC 11,952 11,652 -300 -2.51%
Argent Advisors Inc. 4,492 4,382 -110 -2.45%
RBA Wealth Management LLC 3,051 2,977 -74 -2.43%
M&R Capital Management Inc. 1,809 1,765 -44 -2.43%
Hudson Valley Investment Advisors Inc. ADV 15,094 14,729 -365 -2.42%
Hengehold Capital Management LLC 3,789 3,698 -91 -2.40%
Investment Partners Asset Management Inc. 8,758 8,549 -209 -2.39%
Courier Capital LLC 49,013 47,852 -1,161 -2.37%
Means Investment CO. Inc. 8,030 7,841 -189 -2.35%
Harbour Trust & Investment Management Co 3,704 3,619 -85 -2.29%
Anderson Fisher LLC 2,579 2,520 -59 -2.29%
Duncker Streett & Co. Inc. 8,892 8,692 -200 -2.25%
Rowland & Co. Investment Counsel ADV 2,345 2,293 -52 -2.22%
Radnor Capital Management LLC 66,700 65,227 -1,473 -2.21%
Sterneck Capital Management LLC 15,604 15,263 -341 -2.19%
Investment Advisory Services Inc. TX ADV 3,201 3,131 -70 -2.19%
Penbrook Management LLC 4,390 4,295 -95 -2.16%
First Personal Financial Services 3,504 3,429 -75 -2.14%
Legacy Private Trust Co. 3,130 3,064 -66 -2.11%
Lynch Asset Management Inc. 14,350 14,050 -300 -2.09%
Ridgecrest Wealth Partners LLC 9,626 9,426 -200 -2.08%
West Bancorporation Inc. 2,415 2,365 -50 -2.07%
MBM Wealth Consultants LLC 2,389 2,340 -49 -2.05%
Parkside Financial Bank & Trust 4,508 4,416 -92 -2.04%
Ashton Thomas Private Wealth LLC 16,545 16,212 -333 -2.01%
US Asset Management LLC 2,469 2,420 -49 -1.98%
Roman Butler Fullerton & Co. 5,311 5,206 -105 -1.98%
Investors Asset Management of Georgia Inc. GA ADV 8,561 8,395 -166 -1.94%
Wallace Advisory Group LLC 4,088 4,009 -79 -1.93%
Sunburst Financial Group LLC 6,957 6,823 -134 -1.93%
WBH Advisory Inc. 3,515 3,447 -68 -1.93%
Sandbox Financial Partners LLC 8,739 8,571 -168 -1.92%
Cambridge Advisors Inc. 1,560 1,530 -30 -1.92%
NBC Securities Inc. 11,759 11,533 -226 -1.92%
Grandview Asset Management LLC 5,524 5,419 -105 -1.90%
Boltwood Capital Management 5,535 5,430 -105 -1.90%
Abner Herrman & Brock LLC 146,675 143,884 -2,791 -1.90%
Cherry Creek Investment Advisors Inc. 41,602 40,821 -781 -1.88%
TriaGen Wealth Management LLC 2,680 2,630 -50 -1.87%
Camden National Bank 1,874 1,839 -35 -1.87%
Wilson & Boucher Capital Management LLC 2,600 2,552 -48 -1.85%
CWS Financial Advisors LLC 8,228 8,081 -147 -1.79%
Carret Asset Management LLC 20,008 19,652 -356 -1.78%
Jacobs & Co. CA 74,429 73,135 -1,294 -1.74%
Culbertson A N & Co. Inc. 12,521 12,305 -216 -1.73%
Donald L. Hagan LLC 7,656 7,524 -132 -1.72%
Harvey Investment Co. LLC 2,932 2,882 -50 -1.71%
OLD National Bancorp IN 16,085 15,826 -259 -1.61%
City State Bank 4,374 4,304 -70 -1.60%
Shilanski & Associates Inc. 31,030 30,538 -492 -1.59%
First National Bank Sioux Falls 3,073 3,025 -48 -1.56%
Tompkins Financial Corp 16,826 16,566 -260 -1.55%
Acorn Wealth Advisors LLC 5,441 5,357 -84 -1.54%
Chatham Capital Group Inc. 2,605 2,565 -40 -1.54%
KRS Capital Management LLC 1,635 1,610 -25 -1.53%
Money Concepts Capital Corp 22,503 22,160 -343 -1.52%
Plimoth Trust Co. LLC 17,209 16,949 -260 -1.51%
Pacific Sage Partners LLC 1,541 1,518 -23 -1.49%
Abacus Planning Group Inc. 3,013 2,968 -45 -1.49%
Concord Wealth Partners 2,092 2,061 -31 -1.48%
LS Investment Advisors LLC 6,815 6,715 -100 -1.47%
Fulton Breakefield Broenniman LLC 2,697 2,658 -39 -1.45%
Garland Capital Management Inc. 31,168 30,718 -450 -1.44%
Bell Bank 59,083 58,232 -851 -1.44%
Kesler Norman & Wride LLC 2,467 2,432 -35 -1.42%
Monte Financial Group LLC 5,450 5,374 -76 -1.39%
New York State Teachers Retirement System 889,007 876,710 -12,297 -1.38%
Lake Street Financial LLC 8,505 8,392 -113 -1.33%
SNS Financial Group LLC 3,565 3,518 -47 -1.32%
Arcadia Investment Management Corp MI 76 75 -1 -1.32%
Yeomans Consulting Group Inc. 1,613 1,592 -21 -1.30%
Sawyer & Company Inc 3,764 3,716 -48 -1.28%
SignalPoint Asset Management LLC 3,893 3,843 -50 -1.28%
Michael S. Ryan Inc. 3,307 3,265 -42 -1.27%
Valicenti Advisory Services Inc. 11,799 11,649 -150 -1.27%
Bank of New York Mellon Corp 8,859,042 8,748,818 -110,224 -1.24%
Financial Perspectives Inc 162 160 -2 -1.23%
PSI Advisors LLC 2,033 2,008 -25 -1.23%
Spire Wealth Management 15,798 15,609 -189 -1.20%
Sequoia Financial Advisors LLC 87,038 86,028 -1,010 -1.16%
Pallas Capital Advisors LLC 3,940 3,895 -45 -1.14%
Kwmg LLC 34,690 34,294 -396 -1.14%
Latitude Advisors LLC 1,598 1,580 -18 -1.13%
Moody National Bank Trust Division 7,894 7,807 -87 -1.10%
Cross Staff Investments Inc 5,767 5,704 -63 -1.09%
Newman Dignan & Sheerar Inc. 10,529 10,414 -115 -1.09%
Heritage Investors Management Corp 55,993 55,391 -602 -1.08%
Red Spruce Capital LLC 8,489 8,400 -89 -1.05%
Bangor Savings Bank 17,648 17,462 -186 -1.05%
Bond & Devick Financial Network Inc. 3,855 3,815 -40 -1.04%
Sumitomo Mitsui Trust Holdings Inc. 2,653,554 2,626,767 -26,787 -1.01%
Financial Symmetry Inc 1,822 1,804 -18 -0.99%
BlueSky Wealth Advisors LLC 2,622 2,596 -26 -0.99%
Willis Johnson & Associates Inc. 3,157 3,126 -31 -0.98%
CLARET ASSET MANAGEMENT Corp 25,115 24,870 -245 -0.98%
Silverlake Wealth Management LLC 24,127 23,894 -233 -0.97%
Stolper Co 17,300 17,132 -168 -0.97%
Windsor Capital Management LLC 2,676 2,650 -26 -0.97%
HFG Advisors Inc. 3,334 3,302 -32 -0.96%
Foster Victor Wealth Advisors LLC 2,010 1,991 -19 -0.95%
Compass Ion Advisors LLC 10,728 10,626 -102 -0.95%
Ipswich Investment Management Co. Inc. 15,867 15,717 -150 -0.95%
Etesian Wealth Advisors Inc. 6,626 6,564 -62 -0.94%
Cigna Investments Inc. New 9,709 9,620 -89 -0.92%
Hedges Asset Management LLC 11,100 11,000 -100 -0.90%
CHURCHILL MANAGEMENT Corp 70,191 69,568 -623 -0.89%
Bogart Wealth LLC 68,771 68,172 -599 -0.87%
Grove Bank & Trust 7,493 7,430 -63 -0.84%
Coston McIsaac & Partners 1,239 1,229 -10 -0.81%
Telos Capital Management Inc. 3,512 3,484 -28 -0.80%
Hennion & Walsh Asset Management Inc. 27,105 26,891 -214 -0.79%
Canandaigua National Bank & Trust Co. 32,098 31,848 -250 -0.78%
New World Advisors LLC 1,310 1,300 -10 -0.76%
Zurcher Kantonalbank Zurich Cantonalbank 352,870 350,203 -2,667 -0.76%
Exchange Bank 7,834 7,777 -57 -0.73%
YHB Investment Advisors Inc. 3,994 3,965 -29 -0.73%
Moloney Securities Asset Management LLC 27,355 27,164 -191 -0.70%
First Hawaiian Bank 15,079 14,976 -103 -0.68%
Kathmere Capital Management LLC 1,355 1,346 -9 -0.66%
Trust Co of the South 5,036 5,004 -32 -0.64%
Buffington Mohr McNeal 2,200 2,186 -14 -0.64%
OMNI 360 Wealth Inc. 2,075 2,062 -13 -0.63%
TrueWealth Advisors LLC 4,861 4,831 -30 -0.62%
Woodmont Investment Counsel LLC 2,422 2,407 -15 -0.62%
Detalus Advisors LLC 9,823 9,763 -60 -0.61%
IFM Investors Pty Ltd 182,672 181,602 -1,070 -0.59%
DORCHESTER WEALTH MANAGEMENT Co 46,262 45,998 -264 -0.57%
Forbes J M & Co. LLP 66,692 66,311 -381 -0.57%
Signet Investment Advisory Group Inc. 14,540 14,460 -80 -0.55%
Cutler Investment Counsel LLC 48,050 47,790 -260 -0.54%
Tsfg LLC 378 376 -2 -0.53%
Triangle Securities Wealth Management 1,797 1,788 -9 -0.50%
Klingenstein Fields & Co. LP 15,140 15,065 -75 -0.50%
Godsey & Gibb Associates 137,034 136,389 -645 -0.47%
Asset Dedication LLC 26,956 26,832 -124 -0.46%
Citadel Investment Advisory Inc. 17,741 17,666 -75 -0.42%
Exeter Financial LLC 18,202 18,126 -76 -0.42%
Robinson Smith Wealth Advisors LLC 1,688 1,681 -7 -0.41%
SOL Capital Management CO 5,421 5,399 -22 -0.41%
Allen Mooney & Barnes Investment Advisors LLC 44,580 44,406 -174 -0.39%
Pinnacle West Asset Management Inc. 6,335 6,310 -25 -0.39%
Forza Wealth Management LLC 12,715 12,665 -50 -0.39%
Wedge Capital Management L L P NC 1,787 1,780 -7 -0.39%
Gradient Capital Advisors LLC 1,824 1,818 -6 -0.33%
Donaldson Capital Management LLC 10,948 10,912 -36 -0.33%
D. Scott Neal Inc. 2,481 2,473 -8 -0.32%
Kinneret Advisory LLC 23,968 23,894 -74 -0.31%
Greenfield Savings Bank 3,681 3,670 -11 -0.30%
Addenda Capital Inc. 41,599 41,483 -116 -0.28%
Howard Financial Services LTD. 2,958 2,950 -8 -0.27%
TFC Financial Management 13,074 13,041 -33 -0.25%
Aspiriant LLC 6,327 6,312 -15 -0.24%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 12,083 12,054 -29 -0.24%
Powell Investment Advisors LLC 4,579 4,569 -10 -0.22%
CAP Partners LLC 2,015 2,011 -4 -0.20%
Hourglass Capital LLC 30,485 30,425 -60 -0.20%
Fidelity D & D Bancorp Inc. 40,093 40,015 -78 -0.19%
Hartford Financial Management Inc. 9,975 9,957 -18 -0.18%
McElhenny Sheffield Capital Management LLC 5,847 5,837 -10 -0.17%
KFA Private Wealth Group LLC 1,741 1,738 -3 -0.17%
Oakworth Capital Inc. 1,753 1,750 -3 -0.17%
Raymond James & Associates 1,365,339 1,362,963 -2,376 -0.17%
Northern Financial Advisors Inc 7,319 7,308 -11 -0.15%
Daymark Wealth Partners LLC 180,788 180,522 -266 -0.15%
Sky Investment Group LLC 16,989 16,964 -25 -0.15%
Jeppson Wealth Management LLC 6,707 6,698 -9 -0.13%
Centennial Wealth Advisory LLC 10,402 10,389 -13 -0.12%
United Asset Strategies Inc. 2,416 2,413 -3 -0.12%
Access Financial Services Inc. 8,045 8,036 -9 -0.11%
Baldwin Brothers Inc. MA 90,186 90,086 -100 -0.11%
Lakeridge Wealth Management LLC 13,861 13,850 -11 -0.08%
Pavion Blue Capital LLC 9,017 9,011 -6 -0.07%
Carmichael Hill & Associates Inc. 4,079 4,077 -2 -0.05%
KFG Wealth Management LLC 2,514 2,513 -1 -0.04%
Regent Peak Wealth Advisors LLC 2,351 2,350 -1 -0.04%
Cary Street Partners Investment Advisory LLC 28,512 28,508 -4 -0.01%
13F Filers Exiting IBM
Ables Iannone Moore & Associates Inc. 191 0 -191 -100.00%
Sollinda Capital Management LLC 1,346 0 -1,346 -100.00%
Turtle Creek Wealth Advisors LLC 1,053 0 -1,053 -100.00%
GUNN & Co INVESTMENT MANAGEMENT INC. 1,965 0 -1,965 -100.00%
Strategic Advocates LLC 1,450 0 -1,450 -100.00%
St. Louis Financial Planners Asset Management LLC 12,339 0 -12,339 -100.00%
Oak Hill Wealth Advisors LLC 2,844 0 -2,844 -100.00%
Granite Bay Wealth Management LLC 42,210 0 -42,210 -100.00%
Peterson Financial Group Inc. 3,584 0 -3,584 -100.00%
Straight Path Wealth Management 6,780 0 -6,780 -100.00%
Level Financial Advisors Inc. 59 0 -59 -100.00%
Koss Olinger Consulting LLC 2,321 0 -2,321 -100.00%
Octavia Wealth Advisors LLC 1,490 0 -1,490 -100.00%
Tempus Wealth Planning LLC 1,694 0 -1,694 -100.00%
Investment Research & Advisory Group Inc. 1 0 -1 -100.00%
Brendel Financial Advisors LLC 2,417 0 -2,417 -100.00%
Mountain Capital Investment Advisors Inc 6,376 0 -6,376 -100.00%
USA Financial Portformulas Corp 9 0 -9 -100.00%
Barry Investment Advisors LLC 34,587 0 -34,587 -100.00%
Iron Financial LLC 4,707 0 -4,707 -100.00%
Catalyst Capital Advisors LLC 2,161 0 -2,161 -100.00%
Verity & Verity LLC 125,737 0 -125,737 -100.00%
Cubic Asset Management LLC 23,507 0 -23,507 -100.00%
Meitav Dash Investments Ltd. 2,959 0 -2,959 -100.00%
Arlington Partners LLC 616 0 -616 -100.00%
Bourgeon Capital Management LLC 52 0 -52 -100.00%
Matthew Goff Investment Advisor LLC 11,617 0 -11,617 -100.00%
Lincoln Capital Corp 1,365 0 -1,365 -100.00%

See Summary: Institutional Holders of IBM
See Details: Top 10 Hedge Funds Holding IBM
Also See: IBM Insider Buying

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