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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Avior Wealth Management
Nebraska
$511K +$41.4K +310 +9%
GSEP
1502
Golden State Equity Partners
California
$509K -$16K -120 -3%
TFS
1503
Thoroughbred Financial Services
Tennessee
$508K +$11.1K +83 +2%
IAS
1504
Investment Advisory Services
Texas
$507K -$11.2K -84 -2%
CSPIA
1505
Cary Street Partners Investment Advisory
Virginia
$507K +$86.2K +645 +20%
KTA
1506
Keeley-Teton Advisors
Illinois
$507K +$511K +3,820 New
PJSIMP
1507
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505K +$28.7K +215 +5%
WA
1508
Waverly Advisors
Alabama
$504K +$35.8K +268 +7%
PA
1509
Procyon Advisors
Connecticut
$503K -$28.3K -212 -5%
HTHT
1510
Hemenway Trust Hemenway Trust
New Hampshire
$503K – – –
PPP
1511
Private Portfolio Partners
New Jersey
$503K +$89K +666 +21%
CG
1512
Corundum Group
Colorado
$502K +$55.7K +417 +12%
O
1513
Ossiam
France
$501K -$73.7K -551 -13%
PWPS
1514
Pinnacle Wealth Planning Services
Ohio
$500K +$26.1K +195 +5%
PAS
1515
Professional Advisory Services
Florida
$498K +$19.5K +146 +4%
CAAS
1516
Capital Asset Advisory Services
Michigan
$498K +$22.6K +169 +5%
BFPW
1517
BOK Financial Private Wealth
Colorado
$497K +$141K +1,053 +39%
CPA
1518
Court Place Advisors
Maryland
$495K -$17.5K -131 -3%
CWM
1519
Centric Wealth Management
Illinois
$494K -$2.14K -16 -0.4%
IA
1520
Insight Advisors
Pennsylvania
$494K -$1.2K -9 -0.2%
ADBIC
1521
A.D. Beadell Investment Counsel
Wisconsin
$493K -$48.5K -363 -9%
GI
1522
GS Investments
Minnesota
$493K +$496K +3,713 New
PMFA
1523
Plante Moran Financial Advisors
Michigan
$491K -$133K -993 -21%
CWS
1524
Cypress Wealth Services
California
$491K -$41.6K -311 -8%
THWM
1525
Taylor Hoffman Wealth Management
Virginia
$489K – – –
59 60
61
62 63