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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1476
Realta Investment Advisors
Delaware
$857K +$74.7K +430 +9%
FIM
1477
Freedom Investment Management
Connecticut
$856K +$8.34K +48 +1%
PFA
1478
Pure Financial Advisors
California
$855K +$141K +809 +20%
HPM
1479
Hoxton Planning & Management
West Virginia
$854K +$23.1K +133 +3%
PWPS
1480
Pinnacle Wealth Planning Services
Ohio
$853K -$174 -1 -0%
UCB
1481
United Community Bank
South Carolina
$852K -$13.2K -76 -2%
MFG
1482
Monte Financial Group
Connecticut
$852K -$78.2K -450 -8%
EFG
1483
Everhart Financial Group
Ohio
$847K +$65.2K +375 +8%
AF
1484
Apexium Financial
Texas
$846K -$21.7K -125 -2%
GWA
1485
GGM Wealth Advisors
Maryland
$843K +$3.48K +20 +0.4%
VC
1486
Veracity Capital
Georgia
$841K -$126K -724 -13%
CA
1487
Continuum Advisory
Idaho
$839K -$12.9K -74 -2%
MLA
1488
My Legacy Advisors
Oregon
$839K -$130K -749 -13%
SPI
1489
Sutton Place Investors
New York
$838K -$932K -5,365 -53%
LWM
1490
Liberty Wealth Management
California
$838K +$4.36M +25,078 +533%
BCB
1491
Brian C. Broderick
$837K +$13.4K +77 +2%
PCA
1492
Pallas Capital Advisors
Massachusetts
$835K +$106K +611 +16%
SMA
1493
Sage Mountain Advisors
Georgia
$833K +$24K +138 +3%
CBC
1494
Coombe, Bender & Co
New York
$830K +$174 +1 +0%
IP
1495
Intellectus Partners
California
$829K +$304K +1,750 +57%
CI
1496
Conning Inc
Connecticut
$829K +$48.5K +279 +6%
BIAS
1497
Beacon Investment Advisory Services
New Jersey
$829K -$112K -644 -12%
SFG
1498
Sovereign Financial Group
Connecticut
$827K +$25.2K +145 +3%
BWM
1499
Blossom Wealth Management
California
$823K +$6.43K +37 +0.8%
CCB
1500
Country Club Bank
Missouri
$822K -$356K -2,050 -30%
58 59
60
61 62