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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1626
V Wealth Advisors
Kansas
$298K +$19.2K +151 +7%
RWM
1627
Ritholtz Wealth Management
New York
$297K -$21.8K -171 -7%
PAG
1628
Pinnacle Advisory Group
Maryland
$297K -$13.4K -105 -5%
HFP
1629
Holistic Financial Partners
Indiana
$297K – – –
SFWC
1630
Strategic Family Wealth Counselors
New Jersey
$297K – – –
LPIC
1631
LeJeune Puetz Investment Counsel
Michigan
$295K -$163K -1,282 -37%
CNB
1632
Camden National Bank
Maine
$295K -$74.7K -586 -21%
BWAM
1633
Boyd Watterson Asset Management
Ohio
$292K -$11.3K -89 -4%
LC
1634
LCNB Corp
Ohio
$292K -$6.63K -52 -2%
OCM
1635
Osterweis Capital Management
California
$292K – – –
OC
1636
Oakworth Capital
Alabama
$291K -$32.4K -254 -11%
FFG
1637
Frisch Financial Group
New York
$291K +$275K +2,160 New
WAM
1638
Wolverine Asset Management
Illinois
$290K +$274K +2,146 +42,920%
SSW
1639
Smith Shellnut Wilson
Mississippi
$289K – – –
SWAG
1640
Spectrum Wealth Advisory Group
California
$289K +$273K +2,144 New
IA
1641
Independence Advisors
Pennsylvania
$287K -$4.08K -32 -1%
TB
1642
Terril Brothers
Missouri
$287K – – –
ICM
1643
IMS Capital Management
Oregon
$287K +$272K +2,130 New
SCM
1644
Stellar Capital Management
Arizona
$286K +$255 +2 +0.1%
NEPWA
1645
New England Private Wealth Advisors
Massachusetts
$284K +$1.02K +8 +0.4%
GP
1646
Girard Partners
Pennsylvania
$283K -$32.3K -253 -11%
NAMP
1647
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$283K +$1.02K +8 +0.4%
AWE
1648
Avidian Wealth Enterprises
Texas
$283K +$267K +2,096 New
WPW
1649
Winthrop Partners - WNY
New York
$282K -$66.7K -523 -20%
NJBEST
1650
New Jersey Better Educational Savings Trust
New Jersey
$282K -$133K -1,046 -33%
64 65
66
67 68