Institutional Owners for IBM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| OXFORD FINANCIAL GROUP LTD LLC | COM | 3101 | $321,490 | 1,684 | 0.00 | 0.00 | 79 | 4.92 | 03-31-2024 |
| CM WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | COM | 3103 | $321,227 | 1,682 | 0.00 | 1,682 | +Inf | 03-31-2024 | |
| MIDDLETON & CO INC/MA | COM | 3104 | $321,195 | 1,682 | 0.00 | 0.00 | -90 | -5.08 | 03-31-2024 |
