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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1026
WMS Partners
Maryland
$1.09M -$183K -1,438 -15%
MAM
1027
Meeder Asset Management
Ohio
$1.09M -$2.77M -21,716 -73%
PL
1028
Plancorp LLC
Missouri
$1.07M -$23.6K -185 -2%
VFPI
1029
Vantage Financial Partners (Illinois)
Illinois
$1.07M +$1.27K +10 +0.1%
IFWM
1030
Institute for Wealth Management
Colorado
$1.07M +$1.01M +7,952 New
BO
1031
BRR OpCo
Ohio
$1.07M +$94.6K +742 +10%
IA
1032
IFP Advisors
Florida
$1.07M -$1.07M -8,407 -51%
BCP
1033
Blackhawk Capital Partners
Wisconsin
$1.07M +$1.01M +7,917 New
ECM
1034
Evergreen Capital Management
Washington
$1.06M -$20.8K -163 -2%
CT
1035
Chicago Trust
Illinois
$1.06M +$33.3K +261 +3%
JWA
1036
JFS Wealth Advisors
Pennsylvania
$1.06M -$21.9K -172 -2%
MCM
1037
Manchester Capital Management
Vermont
$1.05M +$43.2K +339 +5%
SFSG
1038
Stearns Financial Services Group
North Carolina
$1.05M -$82K -643 -8%
WKWM
1039
Walter & Keenan Wealth Management
Indiana
$1.05M -$123K -965 -11%
IP
1040
Isthmus Partners
Wisconsin
$1.04M +$2.22M +17,447 New
CA
1041
Calton & Associates
Florida
$1.04M +$56.6K +444 +6%
RWP
1042
RWA Wealth Partners
Massachusetts
$1.04M -$22.8K -179 -2%
EB
1043
Eastern Bank
Massachusetts
$1.03M +$45K +353 +5%
BC
1044
Burleson & Co
California
$1.03M -$50.4K -395 -5%
MHIC
1045
Marble Harbor Investment Counsel
Massachusetts
$1.03M -$19.9K -156 -2%
PAM
1046
PVG Asset Management
Colorado
$1.03M -$1.35M -10,555 -58%
LCOV
1047
London Company of Virginia
Virginia
$1.03M -$12.7K -100 -1%
MIC
1048
Meridian Investment Counsel
California
$1.02M -$20K -157 -2%
NFG
1049
Nations Financial Group
Iowa
$1.02M +$17.8K +140 +2%
PCG
1050
Private Capital Group
Connecticut
$1.02M +$6.25K +49 +0.7%
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