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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
1501
Legacy Capital Group California
California
$572K +$583K +4,360 New
WDG
1502
Wealth Dimensions Group
Ohio
$571K +$92.8K +694 +19%
BONH
1503
Bank of New Hampshire
New Hampshire
$569K -$23.9K -179 -4%
CHC
1504
City Holding Co
West Virginia
$568K +$63.8K +477 +12%
AA
1505
Addison Advisors
Vermont
$564K +$16.7K +125 +3%
GSEP
1506
Golden State Equity Partners
California
$563K +$574K +4,292 New
SQA
1507
Simon Quick Advisors
New Jersey
$562K +$73.6K +550 +15%
HCM
1508
Hengehold Capital Management
Ohio
$561K +$3.48K +26 +0.6%
LFA
1509
Lauterbach Financial Advisors
Texas
$560K – – –
HI
1510
Human Investing
Oregon
$559K -$133K -995 -19%
DDC
1511
DF Dent & Co
Maryland
$559K -$113K -845 -17%
AAS
1512
Annex Advisory Services
Wisconsin
$558K -$5.75K -43 -1%
BDFN
1513
Bond & Devick Financial Network
Minnesota
$555K – – –
IP
1514
Intellectus Partners
California
$554K +$565K +4,225 New
BFC
1515
Bedel Financial Consulting
Indiana
$553K -$6.02K -45 -1%
SWMP
1516
Signature Wealth Management Partners
New Jersey
$552K – – –
IFWM
1517
Institute for Wealth Management
Colorado
$552K -$19.3K -144 -3%
CWM
1518
Campbell Wealth Management
Virginia
$552K -$10.3K -77 -2%
PMG
1519
ProVise Management Group
Florida
$551K +$193K +1,445 +52%
QCG
1520
Quadrant Capital Group
Ohio
$551K -$306K -2,284 -35%
IPW
1521
Invictus Private Wealth
Colorado
$551K -$12K -90 -2%
PM
1522
Penbrook Management
New York
$551K – – –
CRWM
1523
Castle Rock Wealth Management
California
$551K -$31.7K -237 -5%
AIA
1524
Armor Investment Advisors
North Carolina
$550K -$5.75K -43 -1%
FFA
1525
Founders Financial Alliance
North Carolina
$548K -$290K -2,165 -34%
59 60
61
62 63