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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1401
Boltwood Capital Management
California
$905K +$28K +185 +3%
GAM
1402
Grandview Asset Management
Pennsylvania
$903K +$1.66K +11 +0.2%
SW
1403
SlateStone Wealth
Florida
$902K +$27.7K +183 +3%
EWM
1404
EPG Wealth Management
Georgia
$901K -$6.8K -45 -0.9%
MVA
1405
Mount Vernon Associates
Maryland
$900K – – –
TI
1406
Trexquant Investment
Connecticut
$897K +$829K +5,486 New
PPWM
1407
Paragon Private Wealth Management
Kentucky
$897K +$133K +881 +19%
IA
1408
Insight Advisors
Pennsylvania
$897K +$5.29K +35 +0.6%
CRWM
1409
Castle Rock Wealth Management
California
$895K +$43.2K +286 +5%
MCM
1410
Mill Capital Management
North Carolina
$894K – – –
MFG
1411
Monte Financial Group
Connecticut
$891K -$96.1K -636 -10%
PPP
1412
Private Portfolio Partners
New Jersey
$890K -$453 -3 -0.1%
CHJWM
1413
Carlton Hofferkamp & Jenks Wealth Management
Texas
$890K – – –
AWA
1414
Acorn Wealth Advisors
Michigan
$890K -$42.2K -279 -5%
RFP
1415
Roth Financial Partners
Texas
$889K +$254K +1,683 +45%
SCM
1416
SOL Capital Management
Maryland
$887K -$60.4K -400 -7%
IFU
1417
iSAM Funds (UK)
United Kingdom
$885K -$1.31M -8,645 -62%
LIA
1418
LBMC Investment Advisors
Tennessee
$885K +$2.12K +14 +0.3%
KC
1419
Kades & Cheifetz
Pennsylvania
$883K -$49.9K -330 -6%
CA
1420
Continuum Advisory
Idaho
$882K -$74.5K -493 -8%
SEEDPG
1421
S.E.E.D. Planning Group
New York
$882K +$53.6K +355 +7%
GWA
1422
GGM Wealth Advisors
Maryland
$881K +$3.02K +20 +0.4%
LA
1423
LexAurum Advisors
Kansas
$881K -$10.6K -70 -1%
CCM
1424
Carlson Capital Management
Minnesota
$878K +$186K +1,228 +30%
WAM
1425
WNY Asset Management
New York
$878K +$56.5K +374 +7%
55 56
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