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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1276
WBH Advisory
Maryland
$683K -$231 -2 -0%
CCB
1277
Cutter & Co Brokerage
Missouri
$683K +$81.5K +705 +14%
MGIA
1278
Moneta Group Investment Advisors
Missouri
$681K -$42.4K -367 -6%
CFA
1279
Capstone Financial Advisors
Illinois
$680K +$578 +5 +0.1%
PCG
1280
Private Capital Group
Connecticut
$679K +$48K +415 +8%
IWA
1281
Intercontinental Wealth Advisors
Texas
$678K -$189K -1,638 -23%
VCAM
1282
Van Cleef Asset Management
Ohio
$678K -$48.3K -418 -7%
SWMG
1283
Strategic Wealth Management Group
Maryland
$673K +$57.9K +501 +10%
PCM
1284
Palisade Capital Management
New Jersey
$672K +$12.1K +105 +2%
VA
1285
Valmark Advisers
Ohio
$671K +$357K +3,093 +125%
CA
1286
Claro Advisors
Massachusetts
$670K +$40.3K +349 +7%
QPWM
1287
Quadrant Private Wealth Management
Pennsylvania
$669K -$7.05K -61 -1%
ACM
1288
Ategra Capital Management
Virginia
$668K +$82.2K +711 +15%
CIC
1289
Carnegie Investment Counsel
Ohio
$665K -$110K -952 -15%
PCS
1290
Personal CFO Solutions
New Jersey
$664K -$655K -5,670 -51%
WI
1291
WrapManager Inc
California
$663K +$44.5K +385 +8%
HT
1292
Heritage Trust
Oklahoma
$662K +$132K +1,145 +26%
B
1293
Bellecapital
Switzerland
$660K +$116K +1,007 +22%
AIP
1294
Almanack Investment Partners
Pennsylvania
$657K +$197K +1,701 +45%
TAM
1295
Trillium Asset Management
Massachusetts
$654K -$40.3K -349 -6%
CA
1296
Cambridge Advisors
Nebraska
$654K – – –
ADBIC
1297
A.D. Beadell Investment Counsel
Wisconsin
$653K -$654K -5,662 -51%
SC
1298
SouthState Corp
Florida
$653K +$40.8K +353 +7%
PC
1299
Port Capital
Illinois
$652K +$4.16K +36 +0.7%
BWM
1300
BerganKDV Wealth Management
Minnesota
$649K -$18.8K -163 -3%
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