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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
1476
S.R. Schill & Associates
Washington
$662K – – –
CRI
1477
Colonial River Investments
Virginia
$662K +$671K +4,718 New
MS
1478
Mizuho Securities
Japan
$661K +$670K +4,710 New
SSG
1479
Summit Securities Group
New York
$659K +$444K +3,124 +198%
LWM
1480
Liberty Wealth Management
California
$658K +$15.2K +107 +2%
GWA
1481
GGM Wealth Advisors
Maryland
$654K +$3.13K +22 +0.5%
CF
1482
Copperwynd Financial
Arizona
$651K -$15.1K -106 -2%
CAC
1483
Certified Advisory Corp
Florida
$650K -$3.7K -26 -0.6%
PC
1484
Port Capital
Illinois
$647K -$5.26K -37 -0.8%
MF
1485
Manchester Financial
California
$647K – – –
PPWM
1486
Paragon Private Wealth Management
Kentucky
$646K +$81K +569 +14%
BRM
1487
Boston Research & Management
Massachusetts
$645K – – –
IPW
1488
Intergy Private Wealth
Colorado
$644K -$285 -2 -0%
HPM
1489
Hoxton Planning & Management
West Virginia
$643K +$4.27K +30 +0.7%
SC
1490
Stephens Consulting
Michigan
$642K +$560K +3,933 +609%
PIA
1491
Powell Investment Advisors
Florida
$642K -$69.9K -491 -10%
LIA
1492
LS Investment Advisors
Michigan
$642K -$1.14K -8 -0.2%
NCM
1493
NCM Capital Management
New Jersey
$639K – – –
PFBT
1494
Parkside Financial Bank & Trust
Missouri
$637K +$220K +1,543 +51%
GA
1495
Geller Advisors
New York
$637K +$30.7K +216 +5%
AF
1496
Advisornet Financial
Minnesota
$636K -$334K -2,344 -34%
TT
1497
TI-Trust
Illinois
$634K – – –
PIA
1498
Perennial Investment Advisors
California
$634K +$31.4K +221 +5%
SWA
1499
Sax Wealth Advisors
New Jersey
$634K -$27.2K -191 -4%
PCS
1500
Personal CFO Solutions
New Jersey
$632K +$2.42K +17 +0.4%
58 59
60
61 62