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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1426
Chelsea Counsel Company
California
$610K – – –
MW
1427
Marcum Wealth
Ohio
$608K -$227K -1,737 -27%
RPCONE
1428
Retirement Planning Company of New England
Rhode Island
$607K +$12.7K +97 +2%
TA
1429
Tectonic Advisors
Texas
$605K +$106K +815 +21%
JWM
1430
Jeppson Wealth Management
California
$604K +$13K +100 +2%
NFC
1431
Northeast Financial Consultants
Connecticut
$603K -$261 -2 -0%
BWA
1432
Burt Wealth Advisors
Maryland
$602K +$522 +4 +0.1%
CHC
1433
City Holding Co
West Virginia
$602K +$3.26K +25 +0.5%
BBNA
1434
Bremer Bank National Association
Minnesota
$601K -$948K -7,272 -61%
MWA
1435
Meridian Wealth Advisors
Texas
$601K -$19.3K -148 -3%
TT
1436
TI-Trust
Illinois
$601K – – –
VT
1437
Vise Technologies
New York
$601K +$603K +4,625 New
BDFN
1438
Bond & Devick Financial Network
Minnesota
$599K -$55.4K -425 -8%
TWM
1439
Titus Wealth Management
California
$598K – – –
MGIM
1440
M&G Investment Management
United Kingdom
$598K +$240K +1,838 +66%
FPCG
1441
Fort Pitt Capital Group
Pennsylvania
$597K -$2.52M -19,357 -81%
CIA
1442
Choate Investment Advisors
Massachusetts
$596K +$46K +353 +8%
GWA
1443
GGM Wealth Advisors
Maryland
$596K +$61.4K +471 +11%
BFO
1444
Boston Family Office
Massachusetts
$595K -$278K -2,133 -32%
GWS
1445
Glassman Wealth Services
Virginia
$592K -$28.2K -216 -5%
BRM
1446
Boston Research & Management
Massachusetts
$584K – – –
PG
1447
Patten Group
Tennessee
$584K +$39.6K +304 +7%
FWTB
1448
First Western Trust Bank
Colorado
$584K +$576K +4,420 New
AC
1449
Abbrea Capital
California
$583K +$13K +100 +2%
WA
1450
Waverly Advisors
Alabama
$583K +$16.8K +129 +3%
56 57
58
59 60