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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1351
Summit Asset Management
Tennessee
$984K – – –
PMG
1352
ProVise Management Group
Florida
$983K -$71.2K -471 -7%
IRC
1353
Investors Research Corp
Georgia
$982K -$47K -311 -5%
BWA
1354
Burt Wealth Advisors
Maryland
$981K +$604 +4 +0.1%
MCM
1355
Mork Capital Management
California
$980K – – –
DAM
1356
Delta Asset Management
Tennessee
$979K -$16.2K -107 -2%
HWA
1357
Heartwood Wealth Advisors
Virginia
$979K +$31.3K +207 +4%
PCS
1358
Personal CFO Solutions
New Jersey
$973K +$218K +1,441 +32%
AIA
1359
Allied Investment Advisors
Montana
$971K -$321K -2,122 -26%
HIA
1360
Harbor Investment Advisory
Maryland
$967K +$302 +2 +0%
FNBTCON
1361
First National Bank & Trust Co of Newtown
Pennsylvania
$966K -$117K -775 -12%
IWA
1362
IVC Wealth Advisors
Pennsylvania
$964K -$59.5K -394 -6%
NSAM
1363
North Star Asset Management
Wisconsin
$963K -$18.1K -120 -2%
ITC
1364
Inspire Trust Company
Nevada
$962K +$889K +5,884 New
NP
1365
Nilsine Partners
Colorado
$960K +$585K +3,872 +194%
MSCM
1366
McElhenny Sheffield Capital Management
Texas
$956K – – –
IIM
1367
InTrack Investment Management
Vermont
$955K +$883K +5,842 New
EGM
1368
Engineers Gate Manager
New York
$955K +$883K +5,841 New
PHS
1369
Pekin Hardy Strauss
Illinois
$950K +$22.7K +150 +3%
H
1370
HoyleCohen
California
$948K +$15.7K +104 +2%
SWIM
1371
Smallwood Wealth Investment Management
New Jersey
$946K – – –
CL
1372
COWA LLC
Oklahoma
$945K +$151 +1 +0%
HW
1373
Hancock Whitney
Mississippi
$945K -$13.3K -88 -2%
CSI
1374
Cross Staff Investments
New York
$943K – – –
MAWA
1375
Moss Adams Wealth Advisors
Washington
$942K +$86K +569 +11%
53 54
55
56 57