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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1451
Investment Partners
Ohio
$653K -$249K -1,929 -28%
TWM
1452
Tradition Wealth Management
Minnesota
$651K +$20.4K +158 +3%
CBC
1453
Coombe, Bender & Co
New York
$648K -$26.2K -203 -4%
OA
1454
Operose Advisors
Wisconsin
$643K – – –
OIM
1455
Oder Investment Management
California
$643K +$10.5K +81 +2%
TIMH
1456
Tilt Investment Management Holdings
New York
$642K – – –
MG
1457
Mather Group
Illinois
$639K -$125K -967 -17%
AF
1458
Apexium Financial
Texas
$638K +$20.1K +156 +3%
DIM
1459
Delta Investment Management
California
$638K – – –
AWP
1460
Abacus Wealth Partners
California
$638K -$45.8K -355 -7%
CFA
1461
Capstone Financial Advisors
Illinois
$637K +$1.55K +12 +0.3%
CF
1462
Copperwynd Financial
Arizona
$635K +$18.1K +140 +3%
MA
1463
MJP Associates
Connecticut
$634K -$81.6K -632 -12%
CIA
1464
Choate Investment Advisors
Massachusetts
$633K -$9.16K -71 -1%
SRSA
1465
S.R. Schill & Associates
Washington
$632K – – –
SWM
1466
Sugarloaf Wealth Management
Georgia
$631K -$15.2K -118 -2%
SWA
1467
Sax Wealth Advisors
New Jersey
$630K -$28.5K -221 -4%
FMB
1468
Field & Main Bank
Kentucky
$630K -$12.9K -100 -2%
BWM
1469
Blossom Wealth Management
California
$629K +$20.6K +160 +4%
TA
1470
TrueWealth Advisors
Alabama
$629K +$15.6K +121 +3%
FAM
1471
Fenimore Asset Management
New York
$628K – – –
FGA
1472
Fortis Group Advisors
New Jersey
$625K +$5.68K +44 +1%
GWA
1473
GGM Wealth Advisors
Maryland
$624K +$599K +4,643 New
CAC
1474
Certified Advisory Corp
Florida
$623K -$221K -1,712 -27%
PC
1475
Port Capital
Illinois
$622K -$12.9K -100 -2%
57 58
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60 61