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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
726
BLB&B Advisors
Pennsylvania
$4.93M -$339K -1,521 -6%
WP
727
WealthPLAN Partners
Nebraska
$4.9M -$304K -1,367 -6%
PJWM
728
Philip James Wealth Mangement
Georgia
$4.9M -$188K -843 -4%
PWM
729
Perigon Wealth Management
California
$4.89M +$270K +1,213 +6%
VFM
730
Viking Fund Management
North Dakota
$4.88M – – –
SCA
731
Stonebridge Capital Advisors
Minnesota
$4.86M -$97.1K -436 -2%
PA
732
Profund Advisors
Maryland
$4.85M -$571K -2,565 -10%
SFI
733
Siemens Fonds Invest
Germany
$4.85M +$145K +653 +3%
WTA
734
Washington Trust Advisors
Massachusetts
$4.84M -$68.6K -308 -1%
MYIA
735
Mount Yale Investment Advisors
Colorado
$4.84M +$275K +1,233 +6%
BBA
736
Baader Bank Aktiengesellschaft
Germany
$4.84M -$76.2K -342 -2%
SFG
737
SevenBridge Financial Group
Pennsylvania
$4.81M +$294K +1,320 +8%
CWM
738
Congress Wealth Management
Massachusetts
$4.78M +$443K +1,987 +10%
RIL
739
Rothschild Investment LLC
Illinois
$4.76M +$53.7K +241 +1%
CYG
740
Clean Yield Group
Vermont
$4.74M +$140K +627 +3%
NLP
741
Next Level Private
New York
$4.74M +$11.1K +50 +0.2%
MGIA
742
Moneta Group Investment Advisors
Missouri
$4.74M +$824K +3,698 +21%
CIP
743
Convergence Investment Partners
Florida
$4.74M -$2.51M -11,273 -34%
TAIM
744
Te Ahumairangi Investment Management
New Zealand
$4.73M -$2.63M -11,803 -35%
PFA
745
Pathway Financial Advisers
Indiana
$4.71M +$4.77M +21,409 New
SSG
746
Summit Securities Group
New York
$4.7M +$4.45M +20,000 +1,429%
VWM
747
Valley Wealth Managers
New Jersey
$4.69M -$356K -1,600 -7%
MWM
748
Modera Wealth Management
New Jersey
$4.67M -$257K -1,152 -5%
USAA
749
United Services Automobile Association
Texas
$4.65M – – –
BJL
750
Brighton Jones LLC
Washington
$4.62M +$517K +2,323 +12%
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