Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SECURITY NATIONAL BANK OF SO DAK | COMMON STOCK | 1501 | $1,753,013 | 9,180 | 0.00 | 0.00 | -292 | -3.08 | 03-31-2024 |
| BKM WEALTH MANAGEMENT LLC | COM | 1502 | $1,743,452 | 9,129 | 0.00 | 0.00 | 17 | 0.19 | 03-31-2024 |
| PORTFOLIO DESIGN LABS LLC | COM | 1503 | $1,487,487 | 9,095 | 0.00 | 9,095 | +Inf | 12-31-2023 | |
| ALTFEST L J & CO INC | COM | 1504 | $1,735,000 | 9,085 | 0.25 | 0.20 | 448 | 5.19 | 03-31-2024 |
