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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1626
Professional Planning
California
$364K +$350K +3,025 New
IAN
1627
Integrated Advisors Network
Texas
$363K -$7.4K -64 -2%
BMM
1628
Buffington Mohr McNeal
Idaho
$362K -$242K -2,092 -41%
SFG
1629
StrategIQ Financial Group
Indiana
$362K +$35.6K +308 +11%
AWM
1630
Aberdeen Wealth Management
Illinois
$361K -$6.01K -52 -2%
SOAMC
1631
Spirit of America Management Corp
New York
$361K – – –
FFA
1632
Fragasso Financial Advisors
Pennsylvania
$361K +$45.8K +396 +15%
IWS
1633
Insight Wealth Strategies
California
$359K -$38.8K -336 -10%
MHIC
1634
Marble Harbor Investment Counsel
Massachusetts
$359K +$24.2K +209 +8%
PPP
1635
Private Portfolio Partners
New Jersey
$359K +$6.47K +56 +2%
BOS
1636
Bank of Stockton
California
$358K – – –
JWBC
1637
John W. Bristol & Co
New York
$356K – – –
JPLA
1638
Joseph P. Lucia & Associates
New York
$355K -$82.3K -712 -19%
CCA
1639
Column Capital Advisors
Indiana
$355K -$35.7K -309 -9%
CFG
1640
CMC Financial Group
Georgia
$355K +$3.7K +32 +1%
BCM
1641
BTC Capital Management
Iowa
$355K +$340K +2,943 New
SWA
1642
Sutton Wealth Advisors
Florida
$355K +$925 +8 +0.3%
KS
1643
Karpas Strategies
Connecticut
$354K – – –
SDAM
1644
Shulman DeMeo Asset Management
New York
$354K +$42.6K +369 +14%
CHA
1645
Cooper/Haims Advisors
New York
$352K -$1.73K -15 -0.5%
SAM
1646
Seelaus Asset Management
New Jersey
$352K -$1.73K -15 -0.5%
SFP
1647
Sterling Financial Planning
New Jersey
$352K +$337K +2,920 New
S
1648
SimplyRich
California
$351K – – –
LCM
1649
Liberty Capital Management
Michigan
$351K +$337K +2,916 New
AC
1650
Apella Capital
Connecticut
$348K +$38.6K +334 +13%
64 65
66
67 68