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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1476
Chesapeake Wealth Management
Virginia
$533K -$29.9K -224 -5%
CAN
1477
Claraphi Advisory Network
United States
$533K -$3.21K -24 -0.6%
FSC
1478
Full Sail Capital
Oklahoma
$532K – – –
SMC
1479
Smith, Moore & Co
Missouri
$531K +$64K +479 +14%
QAM
1480
QCI Asset Management
New York
$531K +$189K +1,414 +55%
GWA
1481
GGM Wealth Advisors
Maryland
$529K -$67.6K -506 -10%
PWM
1482
Paulson Wealth Management
Illinois
$528K +$34.5K +258 +7%
ICP
1483
Interchange Capital Partners
Pennsylvania
$526K +$401 +3 +0.1%
ACM
1484
Allred Capital Management
Texas
$525K -$39K -292 -7%
MPIA
1485
Mountain Pacific Investment Advisers
Idaho
$525K +$27.9K +209 +6%
H
1486
HoyleCohen
California
$523K – – –
MA
1487
MCF Advisors
Kentucky
$523K +$15.4K +115 +3%
IFWM
1488
Institute for Wealth Management
Colorado
$522K -$9.89K -74 -2%
NFSG
1489
Newbridge Financial Services Group
Florida
$522K +$364K +2,723 +226%
CCMG
1490
Clark Capital Management Group
Pennsylvania
$521K -$19.9K -149 -4%
EHWM
1491
Eads & Heald Wealth Management
Georgia
$521K +$29.1K +218 +6%
TLP
1492
Trinity Legacy Partners
Texas
$518K -$52.8K -395 -9%
QPWM
1493
Quadrant Private Wealth Management
Pennsylvania
$517K -$42K -314 -7%
WDG
1494
Wealth Dimensions Group
Ohio
$517K – – –
PCM
1495
Prelude Capital Management
New York
$516K -$513K -3,835 -50%
FPS
1496
Fieldpoint Private Securities
Connecticut
$516K -$10.8K -81 -2%
KFS
1497
Kurt F. Somerville
$516K – – –
NCM
1498
New Capital Management
Texas
$516K +$507K +3,792 New
LFF
1499
Level Four Financial
Texas
$515K +$21.3K +159 +4%
CGH
1500
CMG Global Holdings
Texas
$512K -$176K -1,313 -25%
58 59
60
61 62