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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1526
Regent Peak Wealth Advisors
Georgia
$414K +$420K +3,233 New
BFA
1527
Brendel Financial Advisors
New Hampshire
$412K -$2.86K -22 -0.7%
RC
1528
Reik & Co
New York
$412K – – –
LFA
1529
Legacy Financial Advisors
Kentucky
$410K -$69.5K -535 -14%
HIIFS
1530
Harel Insurance Investments & Financial Services
Israel
$409K -$806K -6,205 -66%
GIA
1531
Gladstone Institutional Advisory
Florida
$409K -$69.9K -538 -14%
AWM
1532
Altavista Wealth Management
North Carolina
$409K -$27.2K -209 -6%
VCP
1533
Verus Capital Partners
Arizona
$406K +$411K +3,166 New
MFP
1534
Meridian Financial Partners
Virginia
$404K -$106K -816 -21%
CCG
1535
Chatham Capital Group
Georgia
$404K – – –
PAS
1536
Professional Advisory Services
Florida
$404K – – –
RIG
1537
Roosevelt Investment Group
New York
$403K -$34.1K -262 -8%
AAIM
1538
American Assets Investment Management
California
$402K -$2.45M -18,828 -86%
UFG
1539
United Fire Group
Iowa
$402K – – –
PFGIA
1540
Patriot Financial Group Insurance Agency
Massachusetts
$402K +$4.16K +32 +1%
CCI
1541
Credit Capital Investments
New Jersey
$402K +$408K +3,138 New
CGA
1542
Crescent Grove Advisors
Illinois
$401K – – –
PIA
1543
Perennial Investment Advisors
California
$399K +$405K +3,113 New
MWA
1544
Meridian Wealth Advisors
Texas
$398K +$150K +1,151 +59%
OIWM
1545
OptiFour Integrated Wealth Management
Virginia
$397K +$130 +1 +0%
BDF
1546
Balasa Dinverno & Foltz
$397K +$68.5K +527 +21%
CHA
1547
Cooper/Haims Advisors
New York
$396K -$20.4K -157 -5%
VWA
1548
V Wealth Advisors
Kansas
$396K – – –
RIM
1549
Redwood Investment Management
Arizona
$396K +$86K +662 +27%
22CM
1550
20/20 Capital Management
California
$395K +$343K +2,638 New
60 61
62
63 64