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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1576
WealthSource Partners
California
$553K +$38.6K +271 +7%
PP
1577
PDS Planning
Ohio
$552K -$30.2K -212 -5%
AIC
1578
Archer Investment Corporation
Indiana
$550K +$11.2K +79 +2%
IF
1579
Intrua Financial
Texas
$550K -$3.42K -24 -0.6%
NHT
1580
New Hampshire Trust
New Hampshire
$547K +$2.85K +20 +0.5%
LFA
1581
LifeGuide Financial Advisors
Pennsylvania
$546K -$10.8K -76 -2%
EFG
1582
Everhart Financial Group
Ohio
$545K +$55.5K +390 +11%
DGAM
1583
Desjardins Global Asset Management
Quebec, Canada
$545K +$11.7K +82 +2%
HCM
1584
Hengehold Capital Management
Ohio
$545K -$62.7K -441 -10%
HTHT
1585
Hemenway Trust Hemenway Trust
New Hampshire
$544K -$2.28K -16 -0.4%
BBNB
1586
Baker Boyer National Bank
Washington
$544K +$49.8K +350 +10%
CAL
1587
Capital Advisors Ltd
Ohio
$543K -$17.6K -124 -3%
NFC
1588
Northeast Financial Consultants
Connecticut
$542K +$569 +4 +0.1%
CPC
1589
Congress Park Capital
New York
$542K – – –
MIM
1590
MTM Investment Management
South Carolina
$541K +$996 +7 +0.2%
NF
1591
Norwood Financial
Pennsylvania
$540K – – –
CST
1592
Charles Schwab Trust
Nevada
$540K -$5.26K -37 -1%
ML
1593
McAdam LLC
Pennsylvania
$539K +$74.6K +524 +16%
VA
1594
Valmark Advisers
Ohio
$538K +$21.6K +152 +4%
QP
1595
Quilter Plc
United Kingdom
$538K -$49.8K -350 -39%
WA
1596
Wealth Architects
California
$537K +$23.9K +168 +5%
HPG
1597
Harvest Portfolios Group
Ontario, Canada
$536K -$15.5K -109 -3%
WQ
1598
Wealth Quarterback
New Jersey
$535K -$2.28K -16 -0.4%
WA1
1599
Wimmer Associates 1
California
$535K +$34.1K +240 +7%
WAG
1600
Wallace Advisory Group
California
$534K +$4.55K +32 +0.8%
62 63
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