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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
1276
Capital Advisory Group Advisory Services
Minnesota
$841K +$58.5K +437 +7%
NP
1277
NorthRock Partners
Minnesota
$839K -$97.3K -727 -10%
H
1278
HoyleCohen
California
$838K +$109K +812 +15%
SFO
1279
Stokes Family Office
Louisiana
$838K -$215K -1,604 -20%
BW
1280
Bison Wealth
Georgia
$837K -$9.77K -73 -1%
PFSC
1281
Peoples Financial Services Corp
Pennsylvania
$837K +$13.8K +103 +2%
CAC
1282
Certified Advisory Corp
Florida
$835K +$5.49K +41 +0.6%
ATC
1283
Adirondack Trust Company
New York
$833K -$9.37K -70 -1%
SIM
1284
Sentry Investment Management
Wisconsin
$831K +$44.4K +332 +6%
RMC
1285
Resources Management Corp
Connecticut
$830K -$2.4M -17,944 -62%
KMWM
1286
Keudell/Morrison Wealth Management
Oregon
$829K -$535 -4 -0.1%
MA
1287
MBA Advisors
Pennsylvania
$826K – – –
PPW
1288
Parcion Private Wealth
Washington
$826K – – –
PCS
1289
Personal CFO Solutions
New Jersey
$824K -$4.42K -33 -0.5%
FB
1290
First Bancorp
Maine
$824K -$71.6K -535 -8%
SB
1291
Strategic Blueprint
Georgia
$823K +$53K +396 +7%
FPGT
1292
Financial Partners Group (Tennessee)
Tennessee
$822K +$50.8K +380 +6%
BEC
1293
Blue Edge Capital
Virginia
$822K +$201K +1,501 +31%
EF
1294
Empowered Funds
Pennsylvania
$821K +$333K +2,490 +66%
SI
1295
Saxon Interests
Texas
$820K +$509K +3,806 +155%
WAM
1296
Weatherly Asset Management
California
$820K -$83.6K -625 -9%
MJRIC
1297
Mogy Joel R Investment Counsel
California
$820K -$49.5K -370 -6%
I
1298
INVST
Indiana
$819K -$46.2K -345 -5%
BAM
1299
Berkshire Asset Management
Pennsylvania
$817K +$834K +6,234 New
RWP
1300
RWA Wealth Partners
Massachusetts
$817K -$11.6K -87 -1%
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