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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1401
Armor Investment Advisors
North Carolina
$631K -$14.9K -109 -2%
MPCG
1402
Matrix Private Capital Group
New York
$630K -$115K -840 -16%
EFSCE
1403
Enterprise Financial Services Corp (EFSC)
Missouri
$630K -$38.6K -282 -6%
HCM
1404
Hutchinson Capital Management
California
$630K -$11.1K -81 -2%
BHC
1405
Bowen Hanes & Co
Florida
$630K – – –
W
1406
Wealthquest
Ohio
$629K -$41.4K -303 -6%
SWMG
1407
Strategic Wealth Management Group
Maryland
$628K -$143K -1,048 -19%
MG
1408
Mather Group
Illinois
$628K -$15K -110 -2%
DMK
1409
David M. Knott
$628K – – –
QP
1410
Quilter Plc
United Kingdom
$624K -$31.6K -231 -5%
WP
1411
WealthShield Partners
North Carolina
$624K -$19.4K -142 -3%
SWMP
1412
Signature Wealth Management Partners
New Jersey
$622K +$11.1K +81 +2%
TAM
1413
Trillium Asset Management
Massachusetts
$619K -$125K -913 -17%
DHFB
1414
Dixon Hubard Feinour & Brown
Virginia
$616K -$471K -3,448 -44%
BCA
1415
Bay Colony Advisors
Massachusetts
$616K +$78.2K +572 +15%
PA
1416
PFG Advisors
Arizona
$614K +$11.3K +83 +2%
CT
1417
Clearstead Trust
Maine
$613K – – –
CYG
1418
Clean Yield Group
Vermont
$613K +$190K +1,391 +47%
BFM
1419
Boston Financial Management
Massachusetts
$612K – – –
ARC
1420
Advisor Resource Council
Texas
$612K +$597K +4,366 New
BWM
1421
BT Wealth Management
Georgia
$610K – – –
PWM
1422
Palumbo Wealth Management
New York
$609K +$6.29K +46 +1%
CF
1423
Copperwynd Financial
Arizona
$609K +$6.43K +47 +1%
NWA
1424
New World Advisors
Massachusetts
$609K +$594K +4,344 New
GFS
1425
GYL Financial Synergies
Connecticut
$608K – – –
55 56
57
58 59