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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2676
Sovran Advisors
California
$450K +$46.7K +156 +12%
WWC
2677
Waypoint Wealth Counsel
Georgia
$450K +$12.6K +42 +3%
RWM
2678
Rockline Wealth Management
New York
$450K – – –
MWM
2679
Mittelman Wealth Management
Massachusetts
$450K +$455K +1,518 New
GAM
2680
Gemmer Asset Management
California
$450K +$599 +2 +0.1%
AA
2681
Alesco Advisors
New York
$449K -$26.4K -88 -5%
MWA
2682
Monograph Wealth Advisors
California
$448K – – –
JWM
2683
Jacksonville Wealth Management
Florida
$448K – – –
HI
2684
Human Investing
Oregon
$448K +$1.5K +5 +0.3%
GMFG
2685
Greater Midwest Financial Group
Minnesota
$447K +$2.1K +7 +0.5%
HAS
2686
Horizon Advisory Services
New York
$447K – – –
WWM
2687
Whalen Wealth Management
Nevada
$447K +$452K +1,508 New
TC
2688
TAGStone Capital
North Carolina
$446K +$95.8K +320 +27%
ACM
2689
Armbruster Capital Management
New York
$446K -$3.89K -13 -0.9%
SLG
2690
Stanley-Laman Group
Pennsylvania
$444K -$58.7K -196 -12%
FFA
2691
Fortune Financial Advisors
Kansas
$444K – – –
GWA
2692
Gibson Wealth Advisors
Texas
$444K – – –
LAM
2693
Lountzis Asset Management
Pennsylvania
$444K – – –
NSCM
2694
New South Capital Management
Tennessee
$444K – – –
RPA
2695
Rock Point Advisors
Vermont
$443K -$4.79K -16 -1%
AFPL
2696
Advus Financial Partners, LLC
Florida
$442K -$126K -421 -22%
RSWA
2697
Robinson Smith Wealth Advisors
Maine
$442K -$29.9K -100 -6%
WFA
2698
WJ Financial Advisors
Connecticut
$441K +$35.9K +120 +9%
MCA
2699
McGuire Capital Advisors
Oklahoma
$441K +$446K +1,489 New
LWPC
2700
Legacy Wealth Partners (Colorado)
Colorado
$440K +$445K +1,487 New
106 107
108
109 110