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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1201
Alexandria Capital
Virginia
$622K +$143K +1,133 +24%
PWA
1202
Physician Wealth Advisors
Utah
$622K +$146K +1,151 +27%
WWM
1203
Windsor Wealth Management
Indiana
$622K +$173K +1,365 +30%
PHS
1204
Pekin Hardy Strauss
Illinois
$621K -$58K -459 -7%
WQ
1205
Wealth Quarterback
New Jersey
$621K -$12.6M -99,962 -94%
KTC
1206
Kistler-Tiffany Companies
Pennsylvania
$620K – – –
MMHP
1207
Murphy Middleton Hinkle & Parker
Georgia
$618K +$62.5K +494 +9%
ICM
1208
Islay Capital Management
Texas
$616K +$701K +5,542 +2,091%
EWM
1209
Edge Wealth Management
New York
$615K +$672K +5,314 +1,271%
MIP
1210
Marietta Investment Partners
Wisconsin
$614K – – –
VLKIM
1211
Van Lanschot Kempen Investment Management
Netherlands
$612K +$177K +1,401 +32%
BEC
1212
Blue Edge Capital
Virginia
$610K – – –
JJ
1213
JDC-JSC
New York
$610K +$728K +5,753 New
ITIM
1214
Indiana Trust & Investment Management
Indiana
$608K -$632 -5 -0.1%
IC
1215
Inverness Counsel
New York
$607K – – –
WMA
1216
Wealth Management Associates
New Jersey
$607K +$34.9K +276 +5%
FNC
1217
First National Corp
Massachusetts
$606K -$9.48K -75 -2%
FANJ
1218
Financial Architects (New Jersey)
New Jersey
$605K -$8.35K -66 -1%
CFS
1219
CRA Financial Services
New Jersey
$605K +$2.78K +22 +0.4%
WPW
1220
Waldron Private Wealth
Pennsylvania
$604K -$267K -2,109 -27%
PCG
1221
Private Capital Group
Connecticut
$604K +$70.2K +555 +11%
SWM
1222
Stockman Wealth Management
Montana
$603K -$7.21K -57 -1%
CWM
1223
Connecticut Wealth Management
Connecticut
$600K -$41.4K -327 -5%
AI
1224
Accredited Investors
Minnesota
$600K +$65.3K +516 +10%
PD
1225
Planning Directions
Pennsylvania
$598K +$713K +5,641 New
47 48
49
50 51