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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1201
Windsor Creek Advisors
Vermont
$622K +$9.61K +76 +1%
AC
1202
Alexandria Capital
Virginia
$622K +$143K +1,133 +24%
PWA
1203
Physician Wealth Advisors
Utah
$622K +$146K +1,151 +27%
WWM
1204
Windsor Wealth Management
Indiana
$622K +$173K +1,365 +30%
PHS
1205
Pekin Hardy Strauss
Illinois
$621K -$58K -459 -7%
WQ
1206
Wealth Quarterback
New Jersey
$621K -$26.8K -212 -3%
KTC
1207
Kistler-Tiffany Companies
Pennsylvania
$620K – – –
MMHP
1208
Murphy Middleton Hinkle & Parker
Georgia
$618K +$62.5K +494 +9%
ICM
1209
Islay Capital Management
Texas
$616K +$701K +5,542 +2,091%
EWM
1210
Edge Wealth Management
New York
$615K +$672K +5,314 +1,271%
MIP
1211
Marietta Investment Partners
Wisconsin
$614K – – –
VLKIM
1212
Van Lanschot Kempen Investment Management
Netherlands
$612K +$177K +1,401 +32%
BEC
1213
Blue Edge Capital
Virginia
$610K – – –
JJ
1214
JDC-JSC
New York
$610K +$728K +5,753 New
ITIM
1215
Indiana Trust & Investment Management
Indiana
$608K -$632 -5 -0.1%
IC
1216
Inverness Counsel
New York
$607K – – –
WMA
1217
Wealth Management Associates
New Jersey
$607K +$34.9K +276 +5%
FNC
1218
First National Corp
Massachusetts
$606K -$9.48K -75 -2%
FANJ
1219
Financial Architects (New Jersey)
New Jersey
$605K -$8.35K -66 -1%
CFS
1220
CRA Financial Services
New Jersey
$605K +$2.78K +22 +0.4%
WPW
1221
Waldron Private Wealth
Pennsylvania
$604K -$267K -2,109 -27%
PCG
1222
Private Capital Group
Connecticut
$604K +$70.2K +555 +11%
SWM
1223
Stockman Wealth Management
Montana
$603K -$7.21K -57 -1%
CWM
1224
Connecticut Wealth Management
Connecticut
$600K -$41.4K -327 -5%
AI
1225
Accredited Investors
Minnesota
$600K +$65.3K +516 +10%
47 48
49
50 51