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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1451
Baystate Wealth Management
Massachusetts
$841K -$22.5K -149 -3%
AP
1452
Atwood & Palmer
Missouri
$840K +$35.5K +235 +5%
LWA
1453
Lantern Wealth Advisors
New York
$838K +$774K +5,125 New
EWS
1454
Evergreen Wealth Solutions
Pennsylvania
$838K +$34.1K +226 +5%
JWM
1455
JGP Wealth Management
Oregon
$836K +$16.5K +109 +2%
HCM
1456
Highlander Capital Management
New Jersey
$836K +$98.2K +650 +15%
RWA
1457
Redhawk Wealth Advisors
Minnesota
$836K -$94K -622 -11%
RMSCM
1458
R.M. Sincerbeaux Capital Management
New York
$835K -$280K -1,850 -27%
BIG
1459
Brooklyn Investment Group
New York
$834K +$770K +5,097 New
OA
1460
Oxbow Advisors
Texas
$833K -$20.4K -135 -3%
EWM
1461
Empirical Wealth Management
Washington
$830K -$11.5K -76 -1%
BMC
1462
Benin Management Corp
Connecticut
$829K -$79.5K -526 -9%
IA
1463
IMZ Advisory
Florida
$828K +$667K +4,413 New
NG
1464
Norden Group
Utah
$827K -$148K -977 -16%
WCM
1465
Washington Capital Management
Washington
$824K -$267K -1,770 -26%
CBC
1466
Coombe, Bender & Co
New York
$824K +$36.6K +242 +5%
TCOTS
1467
Trust Company of the South
North Carolina
$824K +$761K +5,036 New
JGIA
1468
Jackson Grant Investment Advisers
Connecticut
$821K +$1.51K +10 +0.2%
MG
1469
Mather Group
Illinois
$819K +$39.6K +262 +6%
FAIM
1470
Financial Advocates Investment Management
Washington
$817K -$9.97K -66 -1%
PWM
1471
Prentice Wealth Management
New York
$817K +$15.1K +100 +2%
SFS
1472
Strategic Financial Services
New York
$816K -$31.9K -211 -4%
CST
1473
Charles Schwab Trust
Nevada
$810K +$167K +1,102 +29%
HHAA
1474
Henry H. Armstrong Associates
Pennsylvania
$809K -$100K -662 -12%
HFS
1475
Heritage Financial Services
Massachusetts
$808K -$8.46K -56 -1%
57 58
59
60 61