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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1526
Loudon Investment Management
New Hampshire
$381K -$212K -1,829 -36%
IC
1527
Intersect Capital
California
$381K -$61.8K -532 -14%
HIM
1528
Hanlon Investment Management
New Jersey
$381K – – –
AC
1529
Avestar Capital
New York
$380K -$211K -1,814 -36%
GPA
1530
Garrison Point Advisors
California
$380K – – –
AW
1531
ACG Wealth
Georgia
$379K -$23.7K -204 -6%
LSAG
1532
Lake Street Advisors Group
New Hampshire
$378K +$15.6K +134 +4%
VHAM
1533
Van Hulzen Asset Management
California
$376K -$8.67M -74,675 -96%
CCA
1534
Column Capital Advisors
Indiana
$376K +$24.6K +212 +7%
WHG
1535
Westwood Holdings Group
Texas
$374K -$10.3K -89 -3%
MOS
1536
MGO One Seven
Ohio
$374K +$76.3K +657 +25%
APW
1537
Aurora Private Wealth
New Jersey
$372K -$259K -2,228 -41%
BFA
1538
Brendel Financial Advisors
New Hampshire
$371K – – –
RC
1539
Reik & Co
New York
$371K – – –
APG
1540
Abacus Planning Group
South Carolina
$368K -$37.7K -325 -9%
GM
1541
GeoWealth Management
Illinois
$367K +$370K +3,183 New
RFA
1542
Reilly Financial Advisors
California
$366K -$23.7K -204 -6%
HPWM
1543
Highland Private Wealth Management
Washington
$365K +$72.9K +628 +25%
VAS
1544
Vestmark Advisory Solutions
Massachusetts
$365K +$97K +835 +36%
PA
1545
Planning Alternatives
Michigan
$364K -$24.3K -209 -6%
CCG
1546
Chatham Capital Group
Georgia
$364K – – –
PAS
1547
Professional Advisory Services
Florida
$364K – – –
MWA
1548
Meridian Wealth Advisors
Texas
$364K +$813 +7 +0.2%
AWM
1549
Argent Wealth Management
Massachusetts
$363K -$3.14K -27 -0.9%
AWM
1550
Altavista Wealth Management
North Carolina
$363K – – –
60 61
62
63 64