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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1151
Bank OZK
Arkansas
$793K +$30K +215 +4%
DWM
1152
Doyle Wealth Management
Florida
$792K -$52.2K -375 -6%
LPT
1153
Legacy Private Trust
Wisconsin
$789K -$14.5K -104 -2%
GC
1154
Garde Capital
Washington
$789K +$792K +5,686 New
EWM
1155
Endurance Wealth Management
Rhode Island
$788K -$158K -1,135 -17%
TAM
1156
Trillium Asset Management
Massachusetts
$788K -$30.6K -220 -4%
NIM
1157
Northeast Investment Management
Massachusetts
$786K -$152K -1,089 -16%
BIAS
1158
Beacon Investment Advisory Services
New Jersey
$781K +$785K +5,632 New
TPWA
1159
TRUE Private Wealth Advisors
Oregon
$778K +$418 +3 +0.1%
GWCM
1160
Godshalk Welsh Capital Management
Pennsylvania
$776K -$14.6K -105 -2%
EAM
1161
Evanson Asset Management
California
$775K +$41.7K +299 +6%
MC
1162
Middleton & Co
Massachusetts
$774K -$91K -653 -10%
FLPIM
1163
F.L. Putnam Investment Management
Massachusetts
$773K +$777K +5,576 New
RA
1164
RFG Advisory
Alabama
$770K -$43.5K -312 -5%
WPA
1165
Winning Points Advisors
Florida
$769K – – –
NCM
1166
Neumann Capital Management
California
$762K -$639K -4,586 -46%
JWA
1167
JFS Wealth Advisors
Pennsylvania
$761K -$20.8K -149 -3%
GA
1168
Greytown Advisors
Florida
$759K +$296K +2,128 +64%
TCM
1169
Texan Capital Management
Texas
$753K -$5.71K -41 -0.7%
PAG
1170
Pinnacle Advisory Group
Maryland
$753K +$124K +892 +20%
ASN
1171
Advisory Services Network
Georgia
$748K -$27.3K -196 -4%
SAM
1172
Solaris Asset Management
New York
$747K – – –
SWM
1173
Stockman Wealth Management
Montana
$744K +$230K +1,651 +44%
PMFA
1174
Plante Moran Financial Advisors
Michigan
$743K -$12K -86 -2%
NAMP
1175
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$739K – – –
45 46
47
48 49