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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1601
Ferris Capital
Massachusetts
$362K +$367K +2,826 New
PMG
1602
ProVise Management Group
Florida
$360K -$650 -5 -0.2%
CG
1603
Corundum Group
Colorado
$359K +$8.58K +66 +2%
MPWT
1604
MassMutual Private Wealth & Trust
Connecticut
$359K +$29.2K +225 +9%
AWM
1605
Argent Wealth Management
Massachusetts
$359K +$364K +2,804 New
SFM
1606
Signet Financial Management
New Jersey
$358K +$12.7K +98 +4%
HFAS
1607
Hummer Financial Advisory Services
Illinois
$358K +$363K +2,792 New
CCM
1608
Crossvault Capital Management
Texas
$357K -$180K -1,384 -33%
VFM
1609
Vivid Financial Management
California
$357K +$317K +2,436 New
MOS
1610
MGO One Seven
Ohio
$356K -$72.8K -560 -17%
IDA
1611
Intelligence Driven Advisers
California
$355K -$11.7K -90 -3%
BST
1612
Bath Savings Trust
Maine
$351K -$90.3K -695 -20%
AFAS
1613
Acorn Financial Advisory Services
Virginia
$351K +$355K +2,735 New
AAMC
1614
Asset Allocation & Management Company
Illinois
$351K +$356K +2,737 New
GLI
1615
Guardian Life Insurance
New York
$350K +$2.21K +17 +0.6%
NGA
1616
Naples Global Advisors
Florida
$350K +$152K +1,171 +75%
FWM
1617
FSA Wealth Management
Massachusetts
$350K +$355K +2,733 New
TF
1618
TimeScale Financial
Massachusetts
$349K -$6.76K -52 -2%
AA
1619
Apriem Advisors
California
$348K +$8.45K +65 +2%
PGIM
1620
Pacific Global Investment Management
California
$348K +$40K +308 +13%
HPWM
1621
Highland Private Wealth Management
Washington
$346K +$3.77K +29 +1%
EFL
1622
ERn Financial LLC
Wisconsin
$346K +$351K +2,697 New
DAS
1623
Dynamic Advisor Solutions
Arizona
$344K -$2.47K -19 -0.7%
GPA
1624
Garrison Point Advisors
California
$344K – – –
LC
1625
Lindbrook Capital
California
$344K +$4.68K +36 +1%
63 64
65
66 67