Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 436 | +Inf | 12-31-2023 | |
| TRUST CO | COM | 3652 | $82,304 | 431 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIXON MITCHELL INVESTMENT COUNSEL INC | COM | 3653 | $81,158 | 425 | 0.00 | 425 | +Inf | 03-31-2024 | |
| BURKETT FINANCIAL SERVICES LLC | Equity | 3654 | $80,697 | 423 | 0.00 | 0.00 | 4 | 0.95 | 03-31-2024 |
