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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1251
Congress Park Capital
New York
$685K -$204K -1,569 -23%
MMHP
1252
Murphy Middleton Hinkle & Parker
Georgia
$684K – – –
LIA
1253
LBMC Investment Advisors
Tennessee
$682K -$29.6K -228 -4%
9WM
1254
9258 Wealth Management
Ohio
$682K -$5.85K -45 -0.8%
EFSCE
1255
Enterprise Financial Services Corp (EFSC)
Missouri
$681K -$1.3K -10 -0.2%
SWM
1256
Sugarloaf Wealth Management
Georgia
$681K +$690K +5,311 New
BCM
1257
Brooktree Capital Management
Michigan
$680K +$690K +5,307 New
SMH
1258
Sanders Morris Harris
Texas
$679K – – –
BPWA
1259
Beacon Pointe Wealth Advisors
California
$676K +$105K +806 +18%
FMB
1260
Field & Main Bank
Kentucky
$673K +$3.38K +26 +0.5%
GSBTD
1261
Glenview State Bank Trust Department
Illinois
$672K -$54.3K -418 -7%
BOC
1262
Barbara Oil Co
Illinois
$670K – – –
DWM
1263
Destination Wealth Management
California
$670K +$69.5K +535 +11%
MFG
1264
Magnus Financial Group
New York
$669K +$105K +810 +18%
PI
1265
PEAK6 Investments
Illinois
$666K -$3.25M -25,016 -83%
W
1266
Wealthquest
Ohio
$665K -$49.6K -382 -7%
AIC
1267
Ameritas Investment Company
Nebraska
$664K -$246K -1,889 -27%
HR
1268
Howe & Rusling
New York
$663K -$1.03M -7,943 -61%
WA
1269
Wealth Architects
California
$662K -$103K -792 -13%
BWA
1270
Burt Wealth Advisors
Maryland
$660K -$4.94K -38 -0.7%
AI
1271
Accredited Investors
Minnesota
$659K +$74.9K +576 +13%
PCG
1272
Private Capital Group
Connecticut
$658K -$279K -2,146 -29%
BMC
1273
Benin Management Corp
Connecticut
$658K +$61.2K +471 +10%
TIA
1274
Tiemann Investment Advisors
California
$657K -$13.3K -102 -2%
CPA
1275
Cowen Prime Advisors
New York
$654K +$23.1K +178 +4%
49 50
51
52 53