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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIG
1251
Strategic Wealth Investment Group
Kentucky
$707K +$79.5K +688 +13%
RAM
1252
Redmond Asset Management
Virginia
$706K -$28.9K -250 -4%
SFS
1253
Strategic Financial Services
New York
$706K +$22K +190 +3%
9WM
1254
9258 Wealth Management
Ohio
$705K -$15.8K -137 -2%
WAP
1255
Wealthcare Advisory Partners
Pennsylvania
$705K +$20.8K +180 +3%
CS
1256
Comerica Securities
Michigan
$703K -$425K -3,681 -39%
MGIM
1257
M&G Investment Management
United Kingdom
$703K -$318K -2,750 -32%
JFGIW
1258
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$702K +$19.8K +171 +3%
NAS
1259
Nicolet Advisory Services
Wisconsin
$701K +$29.5K +255 +5%
3LCM
1260
3D/L Capital Management
Connecticut
$701K +$684K +5,920 New
TCPWM
1261
Traverso Chambers Private Wealth Management
California
$700K +$83.1K +719 +14%
NFG
1262
Nations Financial Group
Iowa
$699K -$97.1K -840 -13%
CIA
1263
Choate Investment Advisors
Massachusetts
$699K -$21.4K -185 -3%
PL
1264
Plancorp LLC
Missouri
$698K -$103K -889 -13%
IAMOG
1265
Investors Asset Management of Georgia
Georgia
$698K +$20K +173 +3%
FC
1266
FORA Capital
Florida
$695K +$667K +5,774 New
1IA
1267
1834 Investment Advisors
Wisconsin
$694K +$88.3K +764 +15%
UBV
1268
United Bank (Virginia)
Virginia
$694K +$270K +2,339 +68%
BEC
1269
Blue Edge Capital
Virginia
$692K – – –
BIA
1270
Bigelow Investment Advisors
Maine
$692K -$27.2K -235 -4%
BTWM
1271
Baker Tilly Wealth Management
Wisconsin
$692K +$665K +5,752 New
QOP
1272
Quinn Opportunity Partners
Virginia
$692K +$665K +5,753 New
MFG
1273
Merit Financial Group
Georgia
$691K -$16.4K -142 -2%
FF
1274
FourThought Financial
Florida
$689K +$662K +5,729 New
MA
1275
MONECO Advisors
Connecticut
$688K +$80.1K +693 +14%
49 50
51
52 53