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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1001
Focused Wealth Management
New York
$1.31M -$12.7K -97 -1%
CWM
1002
Congress Wealth Management
Massachusetts
$1.3M -$946K -7,251 -42%
GIM
1003
Guardian Investment Management
California
$1.3M -$48.6K -373 -4%
BTWM
1004
Baker Tilly Wealth Management
Wisconsin
$1.3M +$128K +984 +11%
SDAM
1005
Shulman DeMeo Asset Management
New York
$1.3M +$36.5K +280 +3%
MGIA
1006
Moneta Group Investment Advisors
Missouri
$1.29M +$112K +855 +9%
RMCM
1007
Reynders McVeigh Capital Management
Massachusetts
$1.29M +$337K +2,581 +35%
FC
1008
Forte Capital
New York
$1.29M – – –
HBT
1009
Hills Bank & Trust
Iowa
$1.29M +$19.2K +147 +2%
AAP
1010
Arax Advisory Partners
Colorado
$1.29M +$1.3K +10 +0.1%
AAS
1011
Ameritas Advisory Services
Nebraska
$1.29M +$91.9K +705 +8%
LNWWM
1012
Laird Norton Wetherby Wealth Management
California
$1.28M +$27.9K +214 +2%
DWM
1013
Doyle Wealth Management
Florida
$1.27M -$102K -780 -7%
GCS
1014
Gordian Capital (Singapore)
Singapore
$1.27M – – –
FFS
1015
Founders Financial Securities
Maryland
$1.27M +$113K +867 +10%
WDC
1016
Woodward Diversified Capital
California
$1.27M -$23.3K -179 -2%
VAS
1017
Vestmark Advisory Solutions
Massachusetts
$1.27M +$189K +1,449 +17%
CG
1018
Caprock Group
Idaho
$1.26M -$264K -2,025 -17%
CWM
1019
Cornerstone Wealth Management
Missouri
$1.26M +$19.3K +148 +2%
SEC
1020
Seven Eight Capital
New York
$1.26M +$1.27M +9,720 New
PWMAG
1021
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M -$44.3K -340 -3%
RWM
1022
RKL Wealth Management
Pennsylvania
$1.26M +$114K +871 +10%
SFG
1023
Summit Financial Group
West Virginia
$1.25M +$39.1K +300 +3%
AUB
1024
Atlantic Union Bankshares
Virginia
$1.25M -$379K -2,904 -23%
DPIM
1025
Duff & Phelps Investment Management
Illinois
$1.25M +$39.1K +300 +3%
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