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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1451
WealthSource Partners
California
$655K -$80.6K -597 -11%
BWA
1452
Burt Wealth Advisors
Maryland
$655K +$675 +5 +0.1%
TPWM
1453
Twelve Points Wealth Management
Massachusetts
$655K +$125K +925 +25%
FBC
1454
Fairfield, Bush & Co
Connecticut
$654K -$87.7K -650 -12%
TFS
1455
Thoroughbred Financial Services
Tennessee
$654K +$102K +756 +19%
AWM
1456
Accurate Wealth Management
Florida
$654K +$108K +801 +21%
TT
1457
TI-Trust
Illinois
$653K – – –
TCM
1458
Twin Capital Management
Pennsylvania
$651K +$54K +400 +10%
CHC
1459
City Holding Co
West Virginia
$650K -$3.37K -25 -0.5%
P
1460
Pitcairn
Pennsylvania
$649K -$96.2K -713 -13%
JWM
1461
Jeppson Wealth Management
California
$649K -$7.42K -55 -1%
GWA
1462
GGM Wealth Advisors
Maryland
$648K +$2.97K +22 +0.5%
BONH
1463
Bank of New Hampshire
New Hampshire
$644K +$25.6K +190 +4%
AC
1464
Abbrea Capital
California
$641K +$8.1K +60 +1%
BDFN
1465
Bond & Devick Financial Network
Minnesota
$640K -$9.45K -70 -2%
AWA
1466
Amplius Wealth Advisors
Pennsylvania
$639K +$93.4K +692 +18%
GFS
1467
GYL Financial Synergies
Connecticut
$637K +$6.34K +47 +1%
TGAM
1468
TBH Global Asset Management
Tennessee
$637K +$183K +1,355 +43%
GWS
1469
Glassman Wealth Services
Virginia
$636K -$6.07K -45 -1%
ECG
1470
Edge Capital Group
Georgia
$636K +$103K +765 +20%
BRM
1471
Boston Research & Management
Massachusetts
$634K – – –
CIA
1472
Choate Investment Advisors
Massachusetts
$632K -$15.5K -115 -3%
VA
1473
Valmark Advisers
Ohio
$632K +$4.72K +35 +0.8%
BFM
1474
Boston Financial Management
Massachusetts
$631K +$44.9K +333 +8%
HNWAG
1475
High Net Worth Advisory Group
Florida
$630K +$57.5K +426 +11%
57 58
59
60 61