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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
2501
Daybright Advisory Services
Florida
$513K +$756 +3 +0.1%
CWM
2502
Centric Wealth Management
Illinois
$513K – – –
PF
2503
Prosperitas Financial
California
$513K +$107K +426 +30%
MHIC
2504
Marble Harbor Investment Counsel
Massachusetts
$513K – – –
MIM
2505
Miller Investment Management
Pennsylvania
$512K – – –
SFGM
2506
Stonebridge Financial Group (Missouri)
Missouri
$511K +$5.04K +20 +1%
GDP
2507
Great Diamond Partners
Maine
$510K +$24.7K +98 +6%
WG
2508
Wellington Group
Indiana
$510K -$8.82K -35 -2%
MIM
2509
Macroview Investment Management
Maryland
$510K +$54.2K +215 +13%
WP
2510
WealthShield Partners
North Carolina
$510K -$648K -2,570 -59%
SMWM
2511
Silvia McColl Wealth Management
California
$509K -$22.7K -90 -5%
RAG
2512
RIA Advisory Group
Iowa
$509K -$30K -119 -6%
BWM
2513
Birchcreek Wealth Management
Ohio
$508K +$111K +442 +32%
NPT
2514
Nixon Peabody Trust
Massachusetts
$507K +$134K +531 +42%
HSWM
2515
Hubbell Strickland Wealth Management
Louisiana
$507K – – –
CA
2516
Capital Advantage
California
$507K -$24.4K -97 -5%
CWM
2517
Challenger Wealth Management
California
$507K +$10.6K +42 +2%
RA
2518
Riversedge Advisors
Delaware
$506K +$211K +839 +87%
HBW
2519
Hazlett, Burt & Watson
West Virginia
$506K +$21.7K +86 +5%
CNB
2520
Camden National Bank
Maine
$506K – – –
BFPW
2521
BOK Financial Private Wealth
Colorado
$506K +$4.03K +16 +0.9%
DRP
2522
Decker Retirement Planning
Utah
$505K +$252 +1 +0.1%
BWFA
2523
Baltimore-Washington Financial Advisors
Maryland
$505K +$74.3K +295 +20%
ICP
2524
Impact Capital Partners
Colorado
$505K +$116K +459 +34%
PFW
2525
Petros Family Wealth
Minnesota
$505K -$36K -143 -7%
99 100
101
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