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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
1426
Arax Advisory Partners
Colorado
$543K +$145K +997 +37%
BP
1427
BBR Partners
New York
$543K +$539K +3,705 New
DT
1428
Diversified Trust
Tennessee
$541K +$5.09K +35 +1%
RIS
1429
Retirement Income Solutions
Michigan
$538K +$534K +3,669 New
PA
1430
Planning Alternatives
Michigan
$537K – – –
RAM
1431
Roanoke Asset Management
New Jersey
$537K +$532K +3,661 New
CWM
1432
Cornerstone Wealth Management
Missouri
$536K +$124K +850 +33%
TI
1433
Truepoint Inc
Ohio
$535K +$7.71K +53 +1%
AI
1434
Accredited Investors
Minnesota
$534K -$1.23M -8,453 -70%
S
1435
SimplyRich
California
$534K +$529K +3,639 New
MTC
1436
McDaniel Terry & Co
Texas
$533K +$727 +5 +0.1%
BCM
1437
Boltwood Capital Management
California
$531K -$56.1K -386 -10%
FHC
1438
First Heartland Consultants
Missouri
$529K -$183K -1,256 -26%
MWAC
1439
Mariner Wealth Advisors (Cincinnati)
Ohio
$529K -$41K -282 -7%
OPWM
1440
Oak Point Wealth Management
Michigan
$528K +$522K +3,587 New
JAM
1441
Jolley Asset Management
North Carolina
$527K +$456K +3,138 +685%
WWM
1442
Windsor Wealth Management
Indiana
$526K +$521K +3,584 New
HPC
1443
Hobart Private Capital
North Carolina
$526K +$521K +3,585 New
ASA
1444
Armstrong Shaw Associates
Connecticut
$522K – – –
VNA
1445
Valley National Advisers
Pennsylvania
$519K -$9.89K -68 -2%
MA
1446
Mutual Advisors
Nebraska
$516K +$511K +3,517 New
BIA
1447
Barry Investment Advisors
Massachusetts
$515K +$8.87K +61 +2%
HH
1448
Hilltop Holdings
Texas
$513K -$62.7K -431 -11%
B
1449
Brightworth
Georgia
$513K +$15.3K +105 +3%
SM
1450
Sciencast Management
New Jersey
$513K +$480K +3,299 New
56 57
58
59 60