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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1526
GM Advisory Group
New York
$567K +$7.87K +61 +1%
IWP
1527
Icon Wealth Partners
Texas
$567K -$335K -2,595 -38%
1IA
1528
1834 Investment Advisors
Wisconsin
$566K -$1.76M -13,604 -76%
RIA
1529
Retirement Investment Advisors
Oklahoma
$565K +$25.8K +200 +5%
IFWM
1530
Institute for Wealth Management
Colorado
$564K +$129 +1 +0%
TC
1531
Telemus Capital
Michigan
$564K -$82.3K -638 -13%
AGA
1532
Accuvest Global Advisors
Utah
$563K +$126K +975 +30%
IPW
1533
Invictus Private Wealth
Colorado
$562K – – –
SFG
1534
Sovereign Financial Group
Connecticut
$560K +$32.1K +249 +6%
HWA
1535
Heritage Wealth Advisors
Virginia
$558K -$1.03K -8 -0.2%
BDFN
1536
Bond & Devick Financial Network
Minnesota
$556K -$10.3K -80 -2%
WTB
1537
Washington Trust Bank
Washington
$555K +$109K +848 +26%
PSB
1538
Piscataqua Savings Bank
New Hampshire
$555K +$129 +1 +0%
PP
1539
PDS Planning
Ohio
$555K +$15.7K +122 +3%
IW
1540
Imprint Wealth
South Carolina
$555K -$118K -916 -18%
CWA
1541
CJM Wealth Advisers
Virginia
$554K +$20.3K +157 +4%
CCM
1542
Cutler Capital Management
Massachusetts
$550K -$456K -3,532 -46%
HCM
1543
Highlander Capital Management
New Jersey
$550K +$7.74K +60 +1%
PM
1544
Penbrook Management
New York
$549K -$12.9K -100 -2%
WC
1545
Whitney & Co
New York
$548K +$72.9K +565 +16%
OCM
1546
Orion Capital Management
California
$546K +$12.9K +100 +3%
IHL
1547
Investment House LLC
California
$545K -$510K -3,955 -49%
OPCM
1548
Osborne Partners Capital Management
California
$544K -$89.3K -692 -15%
DDC
1549
DF Dent & Co
Maryland
$543K -$26.5K -205 -5%
MCM
1550
Magnolia Capital Management
New York
$543K – – –
60 61
62
63 64