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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1376
Simon Quick Advisors
New Jersey
$745K +$165K +1,275 +30%
WPC
1377
Wedmont Private Capital
Pennsylvania
$744K +$89.2K +691 +14%
CBA
1378
Coastal Bridge Advisors
Connecticut
$743K +$12.8K +99 +2%
KC
1379
Kades & Cheifetz
Pennsylvania
$742K +$1.16K +9 +0.2%
AL
1380
Aspiriant LLC
California
$741K -$9.81K -76 -1%
FFN
1381
Focus Financial Network
Minnesota
$737K +$2.32K +18 +0.3%
AFM
1382
Armstrong Fleming & Moore
District of Columbia
$737K +$710K +5,505 New
GWS
1383
Glassman Wealth Services
Virginia
$736K +$109K +843 +18%
VSQM
1384
V-Square Quantitative Management
Illinois
$736K +$10.1K +78 +1%
BMC
1385
Benin Management Corp
Connecticut
$735K -$58.1K -450 -8%
SEEDPG
1386
S.E.E.D. Planning Group
New York
$734K +$40.8K +316 +6%
WF
1387
WoodTrust Financial
Wisconsin
$732K -$526K -4,072 -43%
NW
1388
NewEdge Wealth
Pennsylvania
$732K -$90.3K -700 -11%
RAM
1389
Roanoke Asset Management
New Jersey
$729K – – –
CCFM
1390
Clear Creek Financial Management
Washington
$728K -$29.7K -230 -4%
MVA
1391
Mount Vernon Associates
Maryland
$727K -$6.45K -50 -0.9%
EWM
1392
EPG Wealth Management
Georgia
$727K -$25.8K -200 -4%
CHP
1393
Cable Hill Partners
Oregon
$726K -$18.3K -142 -3%
TPWA
1394
TRUE Private Wealth Advisors
Oregon
$724K +$387 +3 +0.1%
RFA
1395
Register Financial Advisors
Georgia
$724K -$41.6K -322 -6%
CHJWM
1396
Carlton Hofferkamp & Jenks Wealth Management
Texas
$724K +$2.06K +16 +0.3%
MW
1397
Marcum Wealth
Ohio
$723K -$34.3K -266 -5%
LIA
1398
LBMC Investment Advisors
Tennessee
$720K -$34.5K -267 -5%
OAM
1399
Oak Asset Management
California
$717K +$516 +4 +0.1%
AWM
1400
Accurate Wealth Management
Florida
$716K -$52K -403 -7%
54 55
56
57 58