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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1501
Provident Wealth Management
Tennessee
$402K – – –
ZAM
1502
Zevin Asset Management
Massachusetts
$402K – – –
PFA
1503
Pathway Financial Advisors
Vermont
$401K -$46.5K -395 -10%
CHA
1504
Carmichael Hill & Associates
Maryland
$400K -$18.4K -156 -4%
TSW
1505
Thompson Siegel & Walmsley
Virginia
$399K -$841K -7,139 -68%
FI
1506
FormulaFolio Investments
Michigan
$399K -$117K -996 -22%
UBV
1507
United Bank (Virginia)
Virginia
$398K -$2.94K -25 -0.7%
PFBT
1508
Parkside Financial Bank & Trust
Missouri
$397K -$8.48K -72 -2%
RWA
1509
River Wealth Advisors
Pennsylvania
$397K +$4.71K +40 +1%
DAM
1510
Diamant Asset Management
Connecticut
$394K -$30.7K -261 -7%
FPFS
1511
First Personal Financial Services
North Carolina
$394K +$4.95K +42 +1%
PFS
1512
Prospera Financial Services
Texas
$391K -$1.43M -12,107 -78%
VHAM
1513
Van Hulzen Asset Management
California
$391K +$12.4K +105 +3%
CAL
1514
Capital Analysts LLC
Pennsylvania
$391K +$37.2K +316 +10%
AWCI
1515
Alpine Woods Capital Investors
New York
$390K -$49.3K -419 -11%
HTHT
1516
Hemenway Trust Hemenway Trust
New Hampshire
$389K -$3.06K -26 -0.8%
MWM
1517
Minot Wealth Management
Massachusetts
$389K +$393K +3,342 New
CRC
1518
Curi RMB Capital
Illinois
$388K +$392K +3,332 New
DAS
1519
Dynamic Advisor Solutions
Arizona
$387K +$471 +4 +0.1%
GPA
1520
Garrison Point Advisors
California
$386K +$3.06K +26 +0.8%
APG
1521
Abacus Planning Group
South Carolina
$386K +$15.3K +130 +4%
IWS
1522
Insight Wealth Strategies
California
$386K +$41.8K +355 +12%
VFP
1523
Verus Financial Partners
Virginia
$386K +$167K +1,422 +75%
AIL
1524
AGF Investments LLC
Ontario, Canada
$385K -$318K -2,703 -45%
WB
1525
West Bancorporation
Iowa
$385K – – –
59 60
61
62 63