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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1626
WealthShield Partners
North Carolina
$317K – – –
SEIA
1627
Signature Estate & Investment Advisors
California
$317K +$31.3K +232 +11%
AW
1628
Alpha Windward
Massachusetts
$316K +$135 +1 +0%
FCA
1629
FLC Capital Advisors
California
$316K +$59.8K +443 +24%
NIM
1630
NuWave Investment Management
New Jersey
$315K -$55.4K -411 -15%
DSN
1631
D. Scott Neal
Kentucky
$315K – – –
CAAS
1632
Capital Asset Advisory Services
Michigan
$314K -$2.16K -16 -0.7%
TSS
1633
Thomas Story & Son
Indiana
$314K – – –
BLAM
1634
Bourne Lent Asset Management
New York
$313K -$21.2K -157 -7%
GCA
1635
Genesee Capital Advisors
New York
$311K – – –
DLHL
1636
Donald L. Hagan LLC
Florida
$310K +$9.17K +68 +3%
SFFS
1637
Stonehage Fleming Financial Services
Jersey
$310K +$211K +1,567 +238%
SIM
1638
SSI Investment Management
California
$309K +$300K +2,221 New
SCA
1639
STALEY CAPITAL ADVISERS
Pennsylvania
$308K – – –
PA
1640
PFG Advisors
Arizona
$308K +$14.4K +107 +5%
JFA
1641
JNBA Financial Advisors
Minnesota
$308K +$64.7K +480 +28%
TA
1642
TCG Advisors
Texas
$306K -$826K -6,127 -74%
SP
1643
Successful Portfolios
Florida
$306K -$809 -6 -0.3%
HFP
1644
Holistic Financial Partners
Indiana
$306K – – –
SFWC
1645
Strategic Family Wealth Counselors
New Jersey
$306K – – –
PAG
1646
Pinnacle Advisory Group
Maryland
$306K +$135 +1 +0%
LC
1647
LCNB Corp
Ohio
$302K +$7.69K +57 +3%
LSAG
1648
Lake Street Advisors Group
New Hampshire
$301K -$7.82K -58 -3%
EF
1649
Empirical Finance
Pennsylvania
$300K -$1.55M -11,482 -84%
FMTC
1650
Farmers & Merchants Trust Company
California
$300K -$77.6K -575 -21%
64 65
66
67 68