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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
1326
Bank Pictet & Cie (Europe)
Germany
$696K +$769K +5,860 New
SWA
1327
SFMG Wealth Advisors
Texas
$694K +$2.23K +17 +0.3%
SWM
1328
Sugarloaf Wealth Management
Georgia
$694K +$111K +847 +17%
PHS
1329
Pekin Hardy Strauss
Illinois
$689K – – –
FCM
1330
Firestone Capital Management
Florida
$687K -$65.6K -500 -8%
PCMM
1331
Piedmont Capital Management (Montana)
Montana
$684K -$11.2K -85 -1%
SB
1332
Strategic Blueprint
Georgia
$684K +$42.9K +327 +6%
TPWA
1333
TRUE Private Wealth Advisors
Oregon
$681K -$96.6K -736 -11%
PCS
1334
Personal CFO Solutions
New Jersey
$681K +$29.4K +224 +4%
CHP
1335
Cable Hill Partners
Oregon
$679K +$3.41K +26 +0.5%
CL
1336
Choreo LLC
Illinois
$679K +$24.4K +186 +3%
PWPS
1337
Pinnacle Wealth Planning Services
Ohio
$678K -$97.6K -744 -12%
TA
1338
Tectonic Advisors
Texas
$678K +$87.8K +669 +13%
LFA
1339
Legacy Financial Advisors
Kentucky
$676K -$107K -815 -13%
BWM
1340
Baystate Wealth Management
Massachusetts
$675K +$8.4K +64 +1%
HR
1341
Howe & Rusling
New York
$675K +$66.9K +510 +10%
MVA
1342
Mount Vernon Associates
Maryland
$672K – – –
CSI
1343
Cross Staff Investments
New York
$671K – – –
CCMG
1344
Clark Capital Management Group
Pennsylvania
$671K +$63.6K +485 +9%
CBC
1345
Coombe, Bender & Co
New York
$670K -$14.6K -111 -2%
CCFM
1346
Clear Creek Financial Management
Washington
$669K +$7.22K +55 +1%
SC
1347
Sawyer & Company
Massachusetts
$668K -$4.59K -35 -0.6%
TFS
1348
TrustCore Financial Services
Tennessee
$668K +$30.7K +234 +4%
SPC
1349
Stewart & Patten Company
California
$667K -$112K -855 -13%
IWA
1350
Intercontinental Wealth Advisors
Texas
$667K -$102K -777 -12%
52 53
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55 56