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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
1401
EHP Funds Inc
Canada
$682K +$161K +1,200 +30%
IP
1402
Ignite Planners
California
$678K +$18.1K +135 +3%
SEEDPG
1403
S.E.E.D. Planning Group
New York
$678K -$26.4K -197 -4%
PWM
1404
Prentice Wealth Management
New York
$677K +$134 +1 +0%
CBT
1405
CoreFirst Bank & Trust
Kansas
$677K -$53.5K -400 -7%
MIH
1406
Meitav Investment House
Israel
$674K -$201K -1,500 -22%
CWM
1407
Connecticut Wealth Management
Connecticut
$673K +$24.3K +182 +4%
MAWA
1408
Moss Adams Wealth Advisors
Washington
$672K +$487K +3,637 +245%
BCM
1409
Boltwood Capital Management
California
$671K +$11.1K +83 +2%
PVI
1410
Pine Valley Investments
New Jersey
$669K +$809K +6,045 New
IWA
1411
Intercontinental Wealth Advisors
Texas
$667K -$91.8K -686 -12%
CWM
1412
Cranbrook Wealth Management
Michigan
$667K +$134 +1 +0%
PWM
1413
Palumbo Wealth Management
New York
$667K +$114K +851 +20%
WAG
1414
Winthrop Advisory Group
Massachusetts
$664K +$268 +2 +0%
QP
1415
Quilter Plc
United Kingdom
$664K +$89.5K +669 New
HFS
1416
Heritage Financial Services
Massachusetts
$664K +$9.77K +73 +1%
PIA
1417
Powell Investment Advisors
Florida
$664K -$4.68K -35 -0.7%
IW
1418
Imprint Wealth
South Carolina
$663K +$677K +5,058 New
JFL
1419
Jarislowsky, Fraser Ltd
Quebec, Canada
$662K -$6.69K -50 -1%
BFM
1420
Boston Financial Management
Massachusetts
$661K -$164K -1,224 -20%
ATWA
1421
Arbor Trust Wealth Advisors
Michigan
$659K +$4.95K +37 +0.7%
GBT
1422
Grove Bank & Trust
Florida
$659K +$8.29K +62 +1%
HT
1423
Heritage Trust
Oklahoma
$658K – – –
IDBONY
1424
Israel Discount Bank of New York
New York
$656K +$170K +1,267 +34%
HI
1425
Hoey Investments
Pennsylvania
$656K -$65.7K -491 -9%
55 56
57
58 59