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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1526
The Family Firm
Maryland
$383K +$53.1K +451 +16%
IIC
1527
Integrated Investment Consultants
Michigan
$382K -$19.2K -163 -5%
GCA
1528
Gradient Capital Advisors
California
$382K -$14K -119 -3%
HI
1529
Hoey Investments
Pennsylvania
$382K +$76.1K +646 +24%
WCAMG
1530
Woodard & Company Asset Management Group
North Carolina
$379K -$271K -2,301 -41%
CCA
1531
Column Capital Advisors
Indiana
$379K -$471 -4 -0.1%
PA
1532
PFG Advisors
Arizona
$379K +$19.5K +166 +5%
VAS
1533
Vestmark Advisory Solutions
Massachusetts
$378K +$10.5K +89 +3%
WI
1534
Wintrust Investments
Illinois
$376K +$142K +1,204 +59%
BA
1535
Ballast Advisors
Minnesota
$374K -$29.4K -250 -7%
RC
1536
Reik & Co
New York
$374K – – –
PWM
1537
Perigon Wealth Management
California
$373K -$135K -1,143 -26%
PIA
1538
Perennial Investment Advisors
California
$373K +$7.89K +67 +2%
SB
1539
Strategic Blueprint
Georgia
$372K +$377K +3,201 New
CB
1540
CNB Bank
Pennsylvania
$370K -$78.8K -669 -17%
HPWM
1541
Highland Private Wealth Management
Washington
$370K +$2.24K +19 +0.6%
SEIA
1542
Signature Estate & Investment Advisors
California
$368K +$150K +1,275 +67%
BFA
1543
Brendel Financial Advisors
New Hampshire
$367K -$7.3K -62 -2%
PA
1544
Planning Alternatives
Michigan
$367K – – –
PAS
1545
Professional Advisory Services
Florida
$367K – – –
WHG
1546
Westwood Holdings Group
Texas
$365K -$12.4K -105 -3%
MTIM
1547
Marathon Trading Investment Management
Pennsylvania
$365K +$369K +3,138 New
SRSA
1548
S.R. Schill & Associates
Washington
$365K +$369K +3,138 New
WWM
1549
Western Wealth Management
Colorado
$364K -$1.53K -13 -0.4%
VWM
1550
Venturi Wealth Management
Texas
$362K -$472K -4,005 -56%
60 61
62
63 64