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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1301
Clarkston Capital Partners
Michigan
$1.58M +$1.6M +7,205 New
LSPW
1302
Lake Street Private Wealth
Illinois
$1.58M -$123K -554 -7%
RMA
1303
Roffman Miller Associates
Pennsylvania
$1.58M -$94.7K -425 -6%
CWP
1304
Core Wealth Partners
California
$1.57M -$147K -658 -8%
SA
1305
SRN Advisors
Pennsylvania
$1.57M +$1.04M +4,650 +185%
JWM
1306
Jeppson Wealth Management
California
$1.57M +$12.9K +58 +0.8%
LS
1307
Livforsakringsbolaget Skandia
Sweden
$1.57M – – –
CF
1308
Claris Financial
Virginia
$1.57M +$1.59M +7,135 New
CI
1309
CX Institutional
Indiana
$1.57M +$31.8K +143 +2%
EHC
1310
Everett Harris & Co
California
$1.56M +$764K +3,431 +93%
CPC
1311
CFC Planning Company
Indiana
$1.55M +$1.57M +7,044 New
BFM
1312
Boston Financial Management
Massachusetts
$1.55M +$178K +800 +13%
OPPS
1313
Obsidian Personal Planning Solutions
Maryland
$1.55M +$14.7K +66 +1%
FNBTCON
1314
First National Bank & Trust Co of Newtown
Pennsylvania
$1.55M -$12.5K -56 -0.8%
RPC
1315
Rossmore Private Capital
Connecticut
$1.54M – – –
DAS
1316
Diversify Advisory Services
Utah
$1.54M -$1.8M -8,081 -54%
AB
1317
Atlas Brown
Kentucky
$1.54M +$47.2K +212 +3%
CMANY
1318
Capital Management Associates (New York)
New York
$1.54M – – –
TFCP
1319
Twin Focus Capital Partners
Massachusetts
$1.54M – – –
LIP
1320
Lighthouse Investment Partners
Florida
$1.54M +$1.56M +7,000 New
CTFG
1321
Capstone Triton Financial Group
Oklahoma
$1.54M +$29.2K +131 +2%
SSWM
1322
Strait & Sound Wealth Management
California
$1.54M +$19.8K +89 +1%
NFA
1323
Northern Financial Advisors
Michigan
$1.53M -$188K -844 -11%
DA
1324
Dover Advisors
Virginia
$1.53M +$166K +745 +12%
GLF
1325
Groupe la Francaise
France
$1.53M +$1.42M +6,384 New
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