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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1501
Grandview Asset Management
Pennsylvania
$1.78M +$35.6K +119 +2%
AFG
1502
Albion Financial Group
Utah
$1.78M -$171K -572 -9%
LIA
1503
LS Investment Advisors
Michigan
$1.78M +$351K +1,173 +24%
CFP
1504
Catalyst Financial Partners
Massachusetts
$1.78M +$161K +538 +10%
WMA
1505
Wealth Management Associates
New Jersey
$1.77M +$128K +426 +8%
IA
1506
IFG Advisory
Georgia
$1.76M -$12.9K -43 -0.7%
NCM
1507
NCM Capital Management
New Jersey
$1.75M – – –
DPW
1508
DiNuzzo Private Wealth
Pennsylvania
$1.75M – – –
AL
1509
Aspiriant LLC
California
$1.75M +$411K +1,374 +30%
MA
1510
Modus Advisors
Minnesota
$1.75M +$1.77M +5,896 New
KF
1511
Krilogy Financial
Missouri
$1.74M -$26.4K -88 -1%
PDL
1512
Portfolio Design Labs
California
$1.74M +$18K +60 +1%
MFC
1513
Mechanics Financial Corp
Ohio
$1.73M +$227K +758 +15%
MGP
1514
M&G plc
United Kingdom
$1.73M – – –
IWA
1515
Integrity Wealth Advisors
California
$1.73M -$3.1M -10,349 -64%
SWIM
1516
Smallwood Wealth Investment Management
New Jersey
$1.73M – – –
IIM
1517
Ironwood Investment Management
Massachusetts
$1.73M -$37.4K -125 -2%
CGIM
1518
Capital Group Investment Management
Singapore
$1.72M +$107K +356 +7%
NB
1519
Northwest Bancshares
Pennsylvania
$1.72M -$12K -40 -0.7%
TBT
1520
Texas Bank & Trust
Texas
$1.71M – – –
FBC
1521
Fairfield, Bush & Co
Connecticut
$1.71M +$262K +875 +18%
NED
1522
Nancy E. Dempze
$1.71M +$599K +2,000 +53%
HNWAG
1523
High Net Worth Advisory Group
Florida
$1.7M – – –
SFA
1524
Souders Financial Advisors
Ohio
$1.7M +$145K +483 +9%
MEAC
1525
M.E. Allison & Co
Texas
$1.7M – – –
59 60
61
62 63