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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3126
FF Advisors
California
$212K +$185K +720 New
NPT
3127
Nixon Peabody Trust
Massachusetts
$212K -$80.1K -311 -30%
C
3128
Covestor
United Kingdom
$211K -$79.4K -308 -30%
FGWP
3129
Founders Grove Wealth Partners
Virginia
$210K +$184K +714 New
LFS
3130
Lutz Financial Services
Nebraska
$210K +$184K +714 New
ACMA
3131
Arbor Capital Management (Alaska)
Alaska
$210K -$27.6K -107 -12%
COFSG
3132
Carbahal Olsen Financial Services Group
California
$210K +$184K +713 New
GWMIA
3133
Global Wealth Management Investment Advisory
Florida
$210K +$183K +712 New
DL
3134
DOHJ LLC
Washington
$210K -$13.1K -51 -6%
PFM
3135
Phillips Financial Management
Indiana
$209K +$182K +708 New
SWRP
3136
Summit Wealth & Retirement Planning
California
$208K +$182K +705 New
RCM
3137
Richardson Capital Management
Wisconsin
$208K – – –
UBV
3138
United Bank (Virginia)
Virginia
$208K +$182K +705 New
CFP
3139
Curran Financial Partners
South Carolina
$208K +$181K +704 New
BL
3140
BFSG LLC
California
$207K +$258 +1 +0.1%
AT
3141
Arlington Trust
Alabama
$207K -$133K -518 -42%
SWM
3142
Sterling Wealth Management
Illinois
$207K +$181K +703 New
AWM
3143
Austin Wealth Management
Texas
$207K +$211K +818 New
KFG
3144
Kelly Financial Group
Connecticut
$207K +$182K +706 New
WIA
3145
Wealthedge Investment Advisors
New York
$207K +$181K +701 New
RS
3146
Retirement Solution
Washington
$206K -$149K -578 -45%
SC
3147
Sykon Capital
New York
$206K +$180K +700 New
PS
3148
Portfolio Strategies
New York
$206K +$180K +700 New
RFO
3149
RiverGlades Family Offices
Florida
$206K +$180K +698 New
AFA
3150
AA Financial Advisors
Ohio
$205K +$180K +697 New
124 125
126
127 128