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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1551
Wimmer Associates 1
California
$547K – – –
BOH
1552
Bank of Hawaii
Hawaii
$546K -$81.7K -605 -14%
PAS
1553
Professional Advisory Services
Florida
$545K – – –
HI
1554
HBK Investments
Texas
$545K +$521K +3,863 New
RFP
1555
Roth Financial Partners
Texas
$544K – – –
GLA
1556
Great Lakes Advisors
Illinois
$543K -$1.32M -9,807 -72%
PIA
1557
Powell Investment Advisors
Florida
$543K +$270K +1,999 +108%
CQS
1558
Credential Qtrade Securities
$542K +$5.4K +40 +1%
CCM
1559
Cullen Capital Management
New York
$541K -$171K -1,268 -25%
W
1560
Wealthquest
Ohio
$541K – – –
IA
1561
Insight Advisors
Pennsylvania
$540K +$2.56K +19 +0.5%
CI
1562
CX Institutional
Indiana
$540K +$165K +1,221 +47%
GSB
1563
Greenfield Savings Bank
Massachusetts
$540K +$517K +3,828 New
MC
1564
Miramar Capital
Illinois
$539K -$22K -163 -4%
CA
1565
Cambridge Advisors
Nebraska
$539K +$47.2K +350 +10%
WP
1566
WealthShield Partners
North Carolina
$538K -$203K -1,506 -28%
PA
1567
PFG Advisors
Arizona
$538K +$32.3K +239 +7%
TW
1568
TrinityPoint Wealth
Connecticut
$538K +$84.6K +627 +20%
CWA
1569
CJM Wealth Advisers
Virginia
$537K +$1.22K +9 +0.2%
NF
1570
Norwood Financial
Pennsylvania
$536K -$1.35K -10 -0.3%
MPIA
1571
Mountain Pacific Investment Advisers
Idaho
$534K – – –
WDG
1572
Wealth Dimensions Group
Ohio
$534K +$405 +3 +0.1%
WFA
1573
WMG Financial Advisors
Tennessee
$534K +$8.37K +62 +2%
GAG
1574
GM Advisory Group
New York
$533K +$135 +1 +0%
WP
1575
WMS Partners
Maryland
$532K -$133K -982 -21%
61 62
63
64 65