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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1451
Abbrea Capital
California
$586K -$66K -526 -11%
SFG
1452
SNS Financial Group
Minnesota
$586K -$32K -255 -6%
MPCG
1453
Matrix Private Capital Group
New York
$585K -$19.4K -155 -3%
RWB
1454
RMR Wealth Builders
New Jersey
$584K +$158K +1,256 +40%
PS
1455
Planned Solutions
California
$583K +$547K +4,362 New
AT
1456
Arden Trust
Delaware
$579K -$196K -1,561 -26%
CCB
1457
Cutter & Co Brokerage
Missouri
$579K -$48.7K -388 -8%
WA
1458
Waverly Advisors
Alabama
$579K -$2.63K -21 -0.5%
GG
1459
Greenwood Gearhart
Arkansas
$577K -$25.6K -204 -5%
HNWAG
1460
High Net Worth Advisory Group
Florida
$577K +$541K +4,317 New
ACS
1461
Archford Capital Strategies
Illinois
$572K +$114K +911 +27%
LWM
1462
Liberty Wealth Management
California
$570K -$6.02K -48 -1%
OA
1463
Operose Advisors
Wisconsin
$570K +$535K +4,267 New
PWM
1464
Palumbo Wealth Management
New York
$569K -$17.4K -139 -3%
JE
1465
JMAC Enterprises
Pennsylvania
$568K +$520K +4,144 New
FCB
1466
First Command Bank
Texas
$567K -$23.6K -188 -4%
EP
1467
Edgestream Partners
New Jersey
$567K +$532K +4,242 New
CIA
1468
Choate Investment Advisors
Massachusetts
$566K -$145K -1,154 -21%
WLPWM
1469
Walled Lake Planning & Wealth Management
Illinois
$564K -$177K -1,414 -25%
CHC
1470
City Holding Co
West Virginia
$564K -$45.7K -364 -7%
PA
1471
PFG Advisors
Arizona
$564K -$19.8K -158 -4%
MG
1472
Mather Group
Illinois
$563K -$37K -295 -7%
SWMP
1473
Signature Wealth Management Partners
New Jersey
$563K -$28.2K -225 -5%
OIM
1474
Oder Investment Management
California
$561K -$57.3K -457 -10%
PG
1475
Patten Group
Tennessee
$560K +$266K +2,117 +102%
57 58
59
60 61