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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1326
Strategic Blueprint
Georgia
$829K +$17.5K +127 +2%
OPPS
1327
Obsidian Personal Planning Solutions
Maryland
$827K – – –
SCA
1328
St. Clair Advisors
Ohio
$826K +$808K +5,861 New
BPCE
1329
Bank Pictet & Cie (Europe)
Germany
$826K – – –
SWA
1330
SFMG Wealth Advisors
Texas
$824K -$8.28K -60 -1%
MSCM
1331
McElhenny Sheffield Capital Management
Texas
$820K -$13.7K -99 -2%
WP
1332
WealthSpring Partners
California
$820K +$45.2K +328 +6%
RBFC
1333
Roman Butler Fullerton & Co
Missouri
$819K +$101K +735 +15%
HVM
1334
Harvest Volatility Management
Connecticut
$819K -$168K -1,219 -17%
AWM
1335
Accurate Wealth Management
Florida
$818K +$121K +877 +18%
CPIA
1336
Cornell Pochily Investment Advisors
New York
$817K -$707K -5,129 -47%
PHS
1337
Pekin Hardy Strauss
Illinois
$817K – – –
CI
1338
CX Institutional
Indiana
$816K +$311K +2,254 +64%
CSC
1339
Caldwell Sutter Capital
California
$815K +$798K +5,787 New
FCM
1340
Firestone Capital Management
Florida
$815K – – –
BOPW
1341
Brandywine Oak Private Wealth
Pennsylvania
$814K -$184K -1,333 -19%
IWA
1342
Intercontinental Wealth Advisors
Texas
$814K +$22.5K +163 +3%
TPWA
1343
TRUE Private Wealth Advisors
Oregon
$810K +$1.52K +11 +0.2%
BWM
1344
Baystate Wealth Management
Massachusetts
$809K +$9.24K +67 +1%
CAI
1345
Capital Advisors Inc
Oklahoma
$807K +$38.6K +280 +5%
LAM
1346
L2 Asset Management
Massachusetts
$807K +$35.7K +259 +5%
CIG
1347
Cascade Investment Group
Colorado
$806K +$790K +5,724 New
RIG
1348
Renaissance Investment Group
Massachusetts
$802K -$34.5K -250 -4%
IBOK
1349
Independence Bank of Kentucky
Kentucky
$802K -$55.6K -403 -7%
GC
1350
Gratus Capital
Georgia
$801K -$26.8K -194 -3%
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