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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1601
Thoroughbred Financial Services
Tennessee
$1.49M +$163K +648 +14%
FFS
1602
Founders Financial Securities
Maryland
$1.49M -$952K -3,780 -42%
AEPWM
1603
Atlantic Edge Private Wealth Management
Florida
$1.49M -$52.9K -210 -4%
GWM
1604
GDS Wealth Management
Texas
$1.49M +$195K +775 +17%
CFA
1605
Capstone Financial Advisors
Illinois
$1.49M +$7.81K +31 +0.6%
PL
1606
Plancorp LLC
Missouri
$1.48M -$337K -1,336 -21%
MTC
1607
Matrix Trust Company
Colorado
$1.48M -$54.2K -215 -4%
MWM
1608
Massachusetts Wealth Management
Massachusetts
$1.48M +$21.4K +85 +2%
WQ
1609
Wealth Quarterback
New Jersey
$1.48M +$54.4K +216 +4%
SP
1610
Stablepoint Partners
Massachusetts
$1.47M +$7.56K +30 +0.6%
NA
1611
Nordwand Advisors
Pennsylvania
$1.47M – – –
AFM
1612
Armstrong Fleming & Moore
District of Columbia
$1.46M -$19.9K -79 -1%
NDBT
1613
North Dallas Bank & Trust
Texas
$1.46M +$20.2K +80 +2%
CP
1614
Cumberland Partners
Ontario, Canada
$1.46M +$1.31M +5,180 New
MCM
1615
Manchester Capital Management
Vermont
$1.45M +$17.9K +71 +1%
PFA
1616
Presper Financial Architects
Ohio
$1.45M -$2.52K -10 -0.2%
FCM
1617
FirstWave Capital Management
Florida
$1.45M +$1.3M +5,162 New
NAS
1618
NWF Advisory Services
California
$1.45M +$737K +2,926 +131%
WPW
1619
Waldron Private Wealth
Pennsylvania
$1.45M +$39.6K +157 +3%
HPM
1620
Hoxton Planning & Management
West Virginia
$1.45M -$11.3K -45 -0.9%
MVA
1621
Mount Vernon Associates
Maryland
$1.45M -$126K -500 -9%
PRTG
1622
Post Resch Tallon Group
New York
$1.44M +$32.8K +130 +3%
RDWM
1623
Red Door Wealth Management
Tennessee
$1.44M -$60.2K -239 -4%
CLA
1624
Carnegie Lake Advisors
New Jersey
$1.44M -$295K -1,171 -19%
WCCM
1625
Willow Creek Capital Management
Montana
$1.44M +$1.29M +5,111 New
63 64
65
66 67