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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1501
Wealth Management Associates
New Jersey
$1.77M +$128K +426 +8%
IA
1502
IFG Advisory
Georgia
$1.76M -$12.9K -43 -0.7%
NCM
1503
NCM Capital Management
New Jersey
$1.75M – – –
DPW
1504
DiNuzzo Private Wealth
Pennsylvania
$1.75M – – –
AL
1505
Aspiriant LLC
California
$1.75M +$411K +1,374 +30%
MA
1506
Modus Advisors
Minnesota
$1.75M +$1.77M +5,896 New
KF
1507
Krilogy Financial
Missouri
$1.74M -$26.4K -88 -1%
PDL
1508
Portfolio Design Labs
California
$1.74M +$18K +60 +1%
MFC
1509
Mechanics Financial Corp
Ohio
$1.73M +$227K +758 +15%
MGP
1510
M&G plc
United Kingdom
$1.73M – – –
IWA
1511
Integrity Wealth Advisors
California
$1.73M -$3.1M -10,349 -64%
SWIM
1512
Smallwood Wealth Investment Management
New Jersey
$1.73M – – –
IIM
1513
Ironwood Investment Management
Massachusetts
$1.73M -$37.4K -125 -2%
CGIM
1514
Capital Group Investment Management
Singapore
$1.72M +$107K +356 +7%
NB
1515
Northwest Bancshares
Pennsylvania
$1.72M -$12K -40 -0.7%
TBT
1516
Texas Bank & Trust
Texas
$1.71M – – –
FBC
1517
Fairfield, Bush & Co
Connecticut
$1.71M +$262K +875 +18%
NED
1518
Nancy E. Dempze
$1.71M +$599K +2,000 +53%
HNWAG
1519
High Net Worth Advisory Group
Florida
$1.7M – – –
SFA
1520
Souders Financial Advisors
Ohio
$1.7M +$145K +483 +9%
MEAC
1521
M.E. Allison & Co
Texas
$1.7M – – –
KFGK
1522
Keystone Financial Group (Kentucky)
Kentucky
$1.7M +$55.4K +185 +3%
SAM
1523
Sagewood Asset Management
New York
$1.7M +$1.71M +5,725 New
MG
1524
Mather Group
Illinois
$1.7M -$17.4K -58 -1%
LIA
1525
LBMC Investment Advisors
Tennessee
$1.69M -$138K -460 -7%
59 60
61
62 63