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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1476
AIA Group
Hong Kong
$568K -$769K -5,624 -57%
PTP
1477
Platform Technology Partners
New York
$567K +$553K +4,043 New
CAN
1478
Claraphi Advisory Network
United States
$566K -$133K -969 -19%
RFP
1479
Roth Financial Partners
Texas
$565K – – –
MA
1480
MJP Associates
Connecticut
$565K +$104K +759 +23%
WA
1481
Waverly Advisors
Alabama
$563K -$19K -139 -3%
CWS
1482
Cypress Wealth Services
California
$562K -$81.1K -593 -13%
FSC
1483
Full Sail Capital
Oklahoma
$561K -$64.4K -471 -11%
IFWM
1484
Institute for Wealth Management
Colorado
$561K -$57.7K -422 -10%
PCG
1485
Private Capital Group
Connecticut
$561K +$4.51K +33 +0.8%
PA
1486
Procyon Advisors
Connecticut
$561K +$547K +4,002 New
RIM
1487
Reliant Investment Management
Tennessee
$559K -$91.6K -670 -14%
OIA
1488
Optimum Investment Advisors
Illinois
$557K +$41.7K +305 +8%
SWA
1489
SFMG Wealth Advisors
Texas
$556K +$4.1K +30 +0.8%
MIA
1490
MainStreet Investment Advisors
Illinois
$555K -$15.7K -115 -3%
ICP
1491
Interchange Capital Partners
Pennsylvania
$554K +$11.6K +85 +2%
ST
1492
Sabal Trust
Florida
$554K +$29.1K +213 +6%
GSEP
1493
Golden State Equity Partners
California
$554K +$133K +972 +33%
H
1494
HoyleCohen
California
$552K -$17.2K -126 -3%
AW
1495
ACG Wealth
Georgia
$551K -$37.2K -272 -6%
PCA
1496
Peddock Capital Advisors
Massachusetts
$549K +$40.6K +297 +8%
NIA
1497
Northstar Investment Advisors
Colorado
$546K -$27.3K -200 -5%
WDG
1498
Wealth Dimensions Group
Ohio
$546K – – –
AAP
1499
Arax Advisory Partners
Colorado
$546K +$533K +3,896 New
IAS
1500
Investment Advisory Services
Texas
$546K +$533K +3,899 New
58 59
60
61 62