Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST BANCORP INC /ME/ | COMMON STOCK | 2201 | $727,748 | 3,811 | 0.00 | 0.00 | 709 | 22.86 | 03-31-2024 |
| SOUND FINANCIAL STRATEGIES GROUP LLC | COM | 2202 | $725,839 | 3,801 | 0.00 | 0.00 | -109 | -2.79 | 03-31-2024 |
| LEGACY ADVISORS LLC | COM | 2203 | $725,839 | 3,801 | 0.00 | 0.00 | -787 | -17.15 | 03-31-2024 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC | COM | 2204 | $621,542 | 3,800 | 0.00 | 0.00 | 300 | 8.57 | 12-31-2023 |
