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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1251
Straight Path Wealth Management
Michigan
$827K +$776K +6,186 New
SEEDPG
1252
S.E.E.D. Planning Group
New York
$826K -$226K -1,803 -23%
NFG
1253
Nations Financial Group
Iowa
$820K +$66.5K +530 +9%
EN1L
1254
Engine No 1 LLC
California
$820K +$136K +1,085 +21%
MFP
1255
Meridian Financial Partners
Virginia
$819K +$45.7K +364 +6%
BG
1256
Bahl & Gaynor
Ohio
$818K -$326K -2,598 -30%
RI
1257
Ridgewood Investments
New Jersey
$817K +$39.6K +316 +5%
FFA
1258
First Foundation Advisors
California
$813K -$49.8K -397 -6%
GIP
1259
Granite Investment Partners
California
$806K -$34.7K -277 -4%
CA
1260
Claro Advisors
Massachusetts
$805K +$28.7K +229 +4%
CPR
1261
CSU Producer Resources
Ohio
$802K -$34.6K -276 -4%
PHS
1262
Pekin Hardy Strauss
Illinois
$798K -$43.6K -348 -6%
MCM
1263
Manchester Capital Management
Vermont
$798K +$83.7K +667 +13%
PMFA
1264
Plante Moran Financial Advisors
Michigan
$797K +$284K +2,268 +61%
WTB
1265
Washington Trust Bank
Washington
$794K -$20.3K -162 -3%
RE
1266
RBC Europe
United Kingdom
$792K -$971K -7,740 -57%
PCMM
1267
Piedmont Capital Management (Montana)
Montana
$792K -$2.38K -19 -0.3%
CL
1268
Choreo LLC
Illinois
$789K -$393K -3,130 -35%
IA
1269
Icon Advisers
Colorado
$789K -$34K -271 -4%
SWA
1270
Sax Wealth Advisors
New Jersey
$788K +$79.4K +633 +12%
MSCM
1271
McElhenny Sheffield Capital Management
Texas
$786K -$36K -287 -5%
MSFS
1272
Main Street Financial Solutions
Pennsylvania
$786K +$22.6K +180 +3%
CCA
1273
Cobblestone Capital Advisors
New York
$783K -$95.4K -761 -11%
TC
1274
Telemus Capital
Michigan
$783K -$63.3K -505 -8%
PP
1275
Patten & Patten
Tennessee
$781K -$26K -207 -3%
49 50
51
52 53