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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1176
Patriot Financial Group Insurance Agency
Massachusetts
$972K +$67.4K +493 +8%
BTW
1177
Boston Trust Walden
Massachusetts
$966K -$55.1K -403 -6%
CCM
1178
Compton Capital Management
Rhode Island
$965K -$50K -366 -5%
SFP
1179
Sandbox Financial Partners
Maryland
$964K -$20.5K -150 -2%
LSPW
1180
Lake Street Private Wealth
Illinois
$962K – – –
TCMP
1181
Thrive Capital Management (Pennsylvania)
Pennsylvania
$961K +$291K +2,129 +45%
JIC
1182
Joel Isaacson & Co
New York
$960K -$95.3K -697 -9%
LMAM
1183
Legg Mason Asset Management
Japan
$958K -$105K -765 -10%
CI
1184
Ceera Investments
Texas
$958K +$65.1K +476 +7%
HHAA
1185
Henry H. Armstrong Associates
Pennsylvania
$957K – – –
LWANC
1186
Laurel Wealth Advisors (North Carolina)
North Carolina
$953K +$65.4K +478 +8%
CCA
1187
Cobblestone Capital Advisors
New York
$946K +$18.6K +136 +2%
WFG
1188
Wills Financial Group
Virginia
$936K +$913K +6,680 New
GLA
1189
Good Life Advisors
Pennsylvania
$935K -$79.9K -584 -8%
VAS
1190
Vestmark Advisory Solutions
Massachusetts
$935K +$11.1K +81 +1%
JFL
1191
Jarislowsky, Fraser Ltd
Quebec, Canada
$935K +$28.6K +209 +3%
CT
1192
Coastline Trust
Rhode Island
$932K -$82.9K -606 -8%
TCPWM
1193
Traverso Chambers Private Wealth Management
California
$931K +$79.9K +584 +10%
RPC
1194
Rossmore Private Capital
Connecticut
$929K – – –
CAC
1195
Certified Advisory Corp
Florida
$929K +$18.3K +134 +2%
KTC
1196
Kistler-Tiffany Companies
Pennsylvania
$929K +$128K +937 +16%
HCM
1197
Harvey Capital Management
Florida
$928K -$74.4K -544 -8%
PP
1198
Patten & Patten
Tennessee
$925K -$157K -1,151 -15%
PAS
1199
Park Avenue Securities
New York
$924K +$104K +762 +13%
AWA
1200
Arkadios Wealth Advisors
Georgia
$921K +$518K +3,791 +136%
46 47
48
49 50