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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1476
Patten Group
Tennessee
$440K -$7.27K -52 -2%
SMG
1477
Spectrum Management Group
Indiana
$439K – – –
KWM
1478
Kingsview Wealth Management
Oregon
$437K -$143K -1,025 -25%
TL
1479
TrueWealth LLC
Georgia
$437K -$16.6K -119 -4%
MWM
1480
Mascoma Wealth Management
New Hampshire
$436K – – –
AIM
1481
Avity Investment Management
Connecticut
$436K +$14.7K +105 +4%
MOS
1482
MGO One Seven
Ohio
$433K +$419K +2,996 New
MC
1483
Mathes Company
New York
$430K – – –
POIA
1484
Pin Oak Investment Advisors
Texas
$429K -$10.6K -76 -2%
FHC
1485
First Heartland Consultants
Missouri
$428K +$3.91K +28 +1%
JA
1486
JOYN Advisors
Georgia
$428K +$67.5K +483 +19%
CAG
1487
Csenge Advisory Group
Florida
$426K -$98.1K -702 -16%
AIM
1488
Aspen Investment Management
Michigan
$426K -$2.1K -15 -0.5%
KS
1489
Karpas Strategies
Connecticut
$426K – – –
SJIM
1490
St. Johns Investment Management
Florida
$423K -$69.2K -495 -14%
WP
1491
WealthPLAN Partners
Nebraska
$422K -$59.8K -428 -10%
CAM
1492
Cidel Asset Management
Ontario, Canada
$422K – – –
GP
1493
Girard Partners
Pennsylvania
$421K -$75K -537 -16%
AAM
1494
Aureus Asset Management
Massachusetts
$421K – – –
SCM
1495
Salem Capital Management
Massachusetts
$420K -$15.1K -108 -4%
JT
1496
Jump Trading
Illinois
$418K -$131K -935 -24%
CA
1497
Capital Advantage
California
$417K -$26.4K -189 -6%
NCM
1498
Neumann Capital Management
California
$416K -$29.2K -209 -7%
CWM
1499
Circle Wealth Management
New Jersey
$415K +$2.79K +20 +0.7%
IAS
1500
IMA Advisory Services
Colorado
$412K -$4.05K -29 -1%
58 59
60
61 62