Ticker: IBM CUSIP: 459200101 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SPG ADVISORS LLC | 2,676 | $793 |
| SURIENCE PRIVATE WEALTH LLC | 13,612 | $4,032 |
| SEAVIEW INVESTMENT MANAGERS LLC | 26,335 | $7,801 |
| MFG WEALTH MANAGEMENT, INC. | 9,836 | $2,914 |
| Bouvel Investment Partners, LLC | 23,239 | $6,884 |
| Baer Investment Advisory LLC | 7,306 | $2,164 |
| SageGuard Financial Group, LLC | 32,951 | $9,760 |
| Vinland Capital Management Gestora de Recursos LTDA. | 518 | $153 |
| Goodman Financial Corp | 29,287 | $8,675 |
| ACT CAPITAL MANAGEMENT, LLC | 4,500 | $1,333 |
| NORTH DALLAS BANK & TRUST CO | 4,929 | $1,460 |
| Donoghue Forlines LLC | 8,366 | $2,478 |
| Sciencast Management LP | 16,544 | $4,900 |
| Farringdon Capital, Ltd. | 9,658 | $2,861 |
| WIM INVESTMENT MANAGEMENT Ltd | 7,500 | $2,222 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 971 | $288 |
| BOCHK Asset Management Ltd | 6,600 | $1,955 |
| Silphium Asset Management Ltd | 4,568 | $1,353 |
| Rice Partnership, LLC | 11,197 | $3,317 |
| Modus Advisors, LLC | 5,896 | $1,747 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| London & Capital Asset Management Ltd | 211,425 | 1,151,229 | +939,804 (+444.5%) |
| Altshuler Shaham Ltd | 145 | 549,116 | +548,971 (+378600.7%) |
| LUTS & GREENLEIGH GROUP, INC | 1,296 | 9,034 | +7,738 (+597.1%) |
| Genus Capital Management Inc. | 18,062 | 61,227 | +43,165 (+239.0%) |
| Capital Wealth Planning, LLC | 2,177,561 | 2,444,051 | +266,490 (+12.2%) |
| BXM Wealth LLC | 4,722 | 53,293 | +48,571 (+1028.6%) |
| HARMONY ASSET MANAGEMENT LLC | 5,313 | 17,759 | +12,446 (+234.3%) |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 543,742 | 646,619 | +102,877 (+18.9%) |
| HERBST GROUP, LLC | 5,370 | 11,195 | +5,825 (+108.5%) |
| Camarda Financial Advisors, LLC | 3,017 | 12,973 | +9,956 (+330.0%) |
| Laird Norton Wetherby Trust Company, LLC | 39,500 | 69,499 | +29,999 (+75.9%) |
| Capula Management Ltd | 1,020 | 681,074 | +680,054 (+66672.0%) |
| Terra Nova Asset Management LLC | 12,802 | 14,056 | +1,254 (+9.8%) |
| PATTON FUND MANAGEMENT, INC. | 947 | 25,079 | +24,132 (+2548.3%) |
| Laffer Tengler Investments, Inc. | 1,479 | 22,335 | +20,856 (+1410.1%) |
| Sage Investment Advisers LLC | 13,084 | 13,846 | +762 (+5.8%) |
| West Tower Group, LLC | 800 | 2,000 | +1,200 (+150.0%) |
| C2C Wealth Management, LLC | 18,029 | 18,514 | +485 (+2.7%) |
| TKG Advisors, LLC | 26,980 | 27,958 | +978 (+3.6%) |
| OPINICUS CAPITAL, INC. | 3,791 | 6,750 | +2,959 (+78.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| EDGAR LOMAX CO/VA | 179,777 | 1,095 | -178,682 (-99.4%) |
| Verity Asset Management, Inc. | 33,930 | 18,825 | -15,105 (-44.5%) |
| Minneapolis Portfolio Management Group, LLC | 121,687 | 100,395 | -21,292 (-17.5%) |
| JOHN G ULLMAN & ASSOCIATES INC | 68,020 | 48,695 | -19,325 (-28.4%) |
| Community Bank, N.A. | 102,950 | 90,090 | -12,860 (-12.5%) |
| SKBA CAPITAL MANAGEMENT LLC | 69,703 | 55,178 | -14,525 (-20.8%) |
| WILKINS INVESTMENT COUNSEL INC | 84,743 | 76,935 | -7,808 (-9.2%) |
| INTEGRITY WEALTH ADVISORS, INC. | 16,191 | 5,842 | -10,349 (-63.9%) |
| DJE Kapital AG | 336,921 | 270,336 | -66,585 (-19.8%) |
| Canal Insurance CO | 73,000 | 63,000 | -10,000 (-13.7%) |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 24,097 | 21,710 | -2,387 (-9.9%) |
| Catherine Avery Investment Management LLC | 19,552 | 18,322 | -1,230 (-6.3%) |
| BEDDOW CAPITAL MANAGEMENT INC | 49,968 | 45,790 | -4,178 (-8.4%) |
| GODSEY & GIBB, INC | 111,055 | 102,785 | -8,270 (-7.4%) |
| Greystone Financial Group, LLC | 49,006 | 40,039 | -8,967 (-18.3%) |
| Virtue Capital Management, LLC | 176,485 | 4,704 | -171,781 (-97.3%) |
| Welch Group, LLC | 301,260 | 291,893 | -9,367 (-3.1%) |
| Kingsview Wealth Management, LLC | 215,476 | 38,241 | -177,235 (-82.3%) |
| Imprint Wealth LLC | 1,586 | 774 | -812 (-51.2%) |
| HALL LAURIE J TRUSTEE | 28,326 | 26,371 | -1,955 (-6.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Wolfstich Capital, LLC | 6,411 | $1,809 |
| Socha Financial Group, LLC | 20,518 | $5,789 |
| Hayek Kallen Investment Management | 27,650 | $8 |
| St. Louis Financial Planners Asset Management, LLC | 11,076 | $3,125 |
| Verdad Advisers, LP | 5,677 | $1,255 |
| Strengthening Families & Communities, LLC | 19,816 | $5,495 |
| Generate Investment Management Ltd | 68,696 | $19,383 |
| Spurstone Advisory Services, LLC | 291 | $82 |
| Aster Capital Management (DIFC) Ltd | 6,316 | $1,782 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,010 | $1,696 |
| Sphera Management Technology Funds Ltd | 8,000 | $2,257 |
| Achmea Investment Management B.V. | 220,243 | $62 |
| Sienna Gestion | 36,780 | $9,462 |
| ARDSLEY ADVISORY PARTNERS LP | 18,000 | $5,079 |
| Commonwealth Bank of Australia | 198,922 | $27,426 |
| Quantitative Investment Management, LLC | 17,156 | $5 |
| Williams & Novak, LLC | 2,033 | $574 |
| Alyeska Investment Group, L.P. | 346,143 | $97,668 |
| Neo Ivy Capital Management | 6,356 | $1,793 |
| Empowered Funds, LLC | 93,460 | $26,371 |