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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1351
Cidel Asset Management
Ontario, Canada
$2.17M -$165K -552 -7%
MAWA
1352
Moss Adams Wealth Advisors
Washington
$2.17M +$38.9K +130 +2%
MM
1353
Meridian Management
Arkansas
$2.17M – – –
BIG
1354
Boothe Investment Group
Delaware
$2.16M +$190K +633 +9%
BIA
1355
Baer Investment Advisory
California
$2.16M +$2.19M +7,306 New
IAS
1356
Insigneo Advisory Services
Florida
$2.16M -$158K -526 -7%
TWA
1357
TCI Wealth Advisors
Arizona
$2.16M +$52.7K +176 +2%
AWP
1358
Ascent Wealth Partners
New York
$2.16M -$4.49K -15 -0.2%
MMG
1359
Monetary Management Group
Missouri
$2.15M +$183K +610 +9%
CPC
1360
Cookson Peirce & Co
Pennsylvania
$2.15M +$14.4K +48 +0.7%
PWPS
1361
Pinnacle Wealth Planning Services
Ohio
$2.14M +$146K +487 +7%
BAM
1362
Brave Asset Management
New Jersey
$2.14M -$74.9K -250 -3%
WDC
1363
Woodward Diversified Capital
California
$2.14M +$56.9K +190 +3%
CFD
1364
Creative Financial Designs
Indiana
$2.14M +$200K +669 +10%
AGP
1365
Aspire Growth Partners
Florida
$2.13M +$16.8K +56 +0.8%
CWP
1366
Concord Wealth Partners
Virginia
$2.12M -$1.8K -6 -0.1%
RPGK
1367
Retirement Planning Group (Kansas)
Kansas
$2.12M +$225K +752 +12%
RFG
1368
Range Financial Group
Oregon
$2.12M +$46.7K +156 +2%
EI
1369
Ellevest Inc
New York
$2.11M +$66.2K +221 +3%
SI
1370
Saxon Interests
Texas
$2.11M +$22.5K +75 +1%
CSA
1371
Cornerstone Select Advisors
Missouri
$2.11M +$24.9K +83 +1%
AIM
1372
Aspen Investment Management
Michigan
$2.11M +$48.5K +162 +2%
MFA
1373
Mayflower Financial Advisors
Massachusetts
$2.11M +$60.8K +203 +3%
CCP
1374
Clarkston Capital Partners
Michigan
$2.1M -$31.4K -105 -1%
PCC
1375
Park Circle Company
Maryland
$2.1M – – –
53 54
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