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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
1326
Kesler Norman & Wride
Utah
$720K -$39.3K -313 -5%
CPA
1327
Cowen Prime Advisors
New York
$718K -$31K -247 -4%
JF
1328
Jump Financial
Illinois
$717K +$672K +5,361 New
WA
1329
WBH Advisory
Maryland
$716K -$32.5K -259 -5%
LJCM
1330
Lee Johnson Capital Management
Texas
$714K +$670K +5,342 New
CFA
1331
Capstone Financial Advisors
Illinois
$711K -$30K -239 -4%
IWA
1332
IVC Wealth Advisors
Pennsylvania
$709K -$153K -1,222 -19%
SFS
1333
Strategic Financial Services
New York
$707K -$33.4K -266 -5%
LGA
1334
Lebenthal Global Advisors
New York
$707K +$71.5K +570 +12%
KMWM
1335
Keudell/Morrison Wealth Management
Oregon
$706K -$158K -1,259 -19%
CBA
1336
Coastal Bridge Advisors
Connecticut
$706K -$27.2K -217 -4%
FSA
1337
Financial Sense Advisors
California
$705K -$4.63M -36,955 -88%
RM
1338
Resource Management
Louisiana
$705K +$147K +1,172 +29%
FFBTD
1339
First Financial Bank - Trust Division
Ohio
$703K -$34K -271 -5%
CHP
1340
Cable Hill Partners
Oregon
$702K +$16.7K +133 +3%
TFS
1341
TrustCore Financial Services
Tennessee
$699K +$54.2K +432 +9%
EMG
1342
ETF Managers Group
New Jersey
$697K +$2.26K +18 +0.3%
RWP
1343
RWA Wealth Partners
Massachusetts
$696K -$29K -231 -4%
LPT
1344
Legacy Private Trust
Wisconsin
$695K -$684K -5,455 -51%
FBC
1345
Fairfield, Bush & Co
Connecticut
$693K -$568K -4,527 -47%
AW
1346
ACG Wealth
Georgia
$693K +$109K +867 +20%
CWM
1347
Cranbrook Wealth Management
Michigan
$693K +$344K +2,740 +112%
BB
1348
Berkshire Bank
Massachusetts
$692K -$30.5K -243 -4%
HWA
1349
Heritage Wealth Advisors
Virginia
$692K -$30.1K -240 -4%
PC
1350
Port Capital
Illinois
$689K -$21.9K -175 -3%
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