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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1551
Platform Technology Partners
New York
$395K +$400K +3,079 New
AWM
1552
Aberdeen Wealth Management
Illinois
$395K +$400K +3,080 New
FWP
1553
FAS Wealth Partners
Kansas
$391K +$2.08K +16 +0.5%
TMAM
1554
Tokio Marine Asset Management
Japan
$391K +$28.9K +222 +8%
HA
1555
Hamel Associates
New Jersey
$391K +$52.9K +407 +15%
RFA
1556
Reilly Financial Advisors
California
$390K -$10.9M -84,217 -97%
CFFP
1557
Center for Financial Planning
Michigan
$390K +$395K +3,043 New
CCA
1558
Column Capital Advisors
Indiana
$390K +$396K +3,046 New
HFA
1559
Huber Financial Advisors
Illinois
$388K – – –
CAW
1560
Cornerstone Advisors (Washington)
Washington
$388K +$1.43K +11 +0.4%
HFS
1561
Howard Financial Services
Texas
$387K – – –
SWA
1562
SFMG Wealth Advisors
Texas
$387K +$5.46K +42 +1%
FHC
1563
First Heartland Consultants
Missouri
$387K +$38.2K +294 +11%
AIM
1564
Avity Investment Management
Connecticut
$386K -$13.5K -104 -3%
BA
1565
Bristlecone Advisors
Washington
$386K +$391K +3,010 New
WA1
1566
Wimmer Associates 1
California
$383K -$3.51K -27 -0.9%
CONA
1567
Capital One National Association
New York
$382K +$387K +2,977 New
OR
1568
Olympiad Research
Connecticut
$381K +$386K +2,971 New
HIC
1569
Hartline Investment Corp
Illinois
$380K +$41.6K +320 +12%
LCM
1570
Liberty Capital Management
Michigan
$379K -$33.9K -261 -8%
VA
1571
Valmark Advisers
Ohio
$378K -$181K -1,392 -32%
KS
1572
Karpas Strategies
Connecticut
$377K – – –
DWA
1573
Divergent Wealth Advisors
Utah
$376K – – –
FIB
1574
First Interstate Bank
Montana
$376K +$20.5K +158 +6%
NA
1575
Nottingham Advisors
New York
$375K -$33.9K -261 -8%
61 62
63
64 65