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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1476
Spectrum Management Group
Indiana
$409K – – –
HFA
1477
Huber Financial Advisors
Illinois
$408K -$24.5K -192 -6%
TIA
1478
Traphagen Investment Advisors
New Jersey
$408K +$385K +3,022 New
ACG
1479
Allen Capital Group
Nebraska
$407K -$20.3K -159 -5%
AIM
1480
Avity Investment Management
Connecticut
$407K – – –
MWM
1481
Mascoma Wealth Management
New Hampshire
$407K +$127 +1 +0%
PWP
1482
Principle Wealth Partners
Connecticut
$405K -$95.5K -749 -20%
LC
1483
Landaas & Company
Wisconsin
$404K -$33.9K -266 -8%
SG
1484
StoneX Group
New York
$404K +$127K +995 +50%
OCM
1485
One Capital Management
California
$403K -$10.5K -82 -3%
ACP
1486
Aviance Capital Partners
Florida
$400K -$42.4K -333 -10%
CL
1487
CPWM LLC
Washington
$399K -$30K -235 -7%
TC
1488
Trust Company
Kansas
$398K +$13.4K +105 +4%
KS
1489
Karpas Strategies
Connecticut
$397K – – –
OIA
1490
OneDigital Investment Advisors
Kansas
$397K +$205K +1,606 +123%
SWA
1491
Sutton Wealth Advisors
Florida
$395K -$202K -1,581 -35%
AAM
1492
Aureus Asset Management
Massachusetts
$395K – – –
TFS
1493
Thoroughbred Financial Services
Tennessee
$395K +$12.7K +100 +4%
HTHT
1494
Hemenway Trust Hemenway Trust
New Hampshire
$395K +$40.8K +320 +12%
HAC
1495
Harbor Advisory Corp
New Hampshire
$394K -$91.9K -721 -20%
IDA
1496
Intelligence Driven Advisers
California
$394K +$7.9K +62 +2%
FMB
1497
Field & Main Bank
Kentucky
$393K +$371K +2,913 New
COI
1498
Capital One Investing
Virginia
$390K -$16.6K -130 -4%
DWA
1499
Divergent Wealth Advisors
Utah
$390K – – –
BSPF
1500
British Steel Pension Fund
United Kingdom
$389K -$38.8K -304 -10%
58 59
60
61 62