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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1551
Geller Advisors
New York
$707K -$32.9K -218 -5%
BONH
1552
Bank of New Hampshire
New Hampshire
$706K – – –
AI
1553
Accredited Investors
Minnesota
$704K +$141K +931 +28%
CWM
1554
Cranbrook Wealth Management
Michigan
$697K -$126K -832 -16%
IHL
1555
Investment House LLC
California
$691K +$22.7K +150 +4%
WDG
1556
Wealth Dimensions Group
Ohio
$691K -$29.3K -194 -4%
EFG
1557
Everhart Financial Group
Ohio
$686K +$46.8K +310 +8%
GM
1558
GeoWealth Management
Illinois
$685K +$329K +2,178 +108%
MIM
1559
MTM Investment Management
South Carolina
$683K +$48.7K +322 +8%
IPW
1560
Invictus Private Wealth
Colorado
$682K -$4.38K -29 -0.7%
EP
1561
Edgestream Partners
New Jersey
$680K -$1.74M -11,526 -73%
CWA
1562
CJM Wealth Advisers
Virginia
$679K +$1.21K +8 +0.2%
VIA
1563
Virtus Investment Advisers
Connecticut
$679K +$230K +1,520 +58%
CHC
1564
City Holding Co
West Virginia
$679K – – –
IDBONY
1565
Israel Discount Bank of New York
New York
$678K -$13K -86 -2%
IFWM
1566
Institute for Wealth Management
Colorado
$676K – – –
AT
1567
Arvest Trust
Oklahoma
$675K +$623K +4,125 New
WC
1568
Whitney & Co
New York
$675K +$1.96K +13 +0.3%
AC
1569
Abbrea Capital
California
$674K +$68K +450 +12%
SC
1570
Stephens Consulting
Michigan
$673K -$70.3K -465 -10%
ATWA
1571
Arbor Trust Wealth Advisors
Michigan
$672K -$31.7K -210 -5%
PFGIA
1572
Patriot Financial Group Insurance Agency
Massachusetts
$671K +$1.96K +13 +0.3%
OPCM
1573
Osborne Partners Capital Management
California
$668K – – –
CHA
1574
Carmichael Hill & Associates
Maryland
$667K +$3.63K +24 +0.6%
SFG
1575
StrategIQ Financial Group
Indiana
$667K +$9.97K +66 +2%
61 62
63
64 65