Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EVERGREEN WEALTH SOLUTIONS LLC | COM | 1951 | $837,655 | 5,122 | 0.00 | 0.00 | 226 | 4.62 | 12-31-2023 |
| HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 1952 | $835,741 | 5,110 | 0.00 | 0.25 | 650 | 14.57 | 12-31-2023 |
| TREK FINANCIAL LLC | COM | 1953 | $971,602 | 5,088 | 0.00 | 0.00 | -4,116 | -44.72 | 03-31-2024 |
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 1954 | $829,539 | 5,072 | 0.00 | 0.00 | -2,615 | -34.02 | 12-31-2023 |
