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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1626
E&G Advisors
Texas
$515K -$11.4K -80 -2%
FFP
1627
FourThought Financial Partners
Florida
$514K +$27.2K +191 +6%
KCM
1628
Kendall Capital Management
Maryland
$513K – – –
FPCP
1629
Fort Point Capital Partners
California
$511K – – –
CPP
1630
Capasso Planning Partners
South Carolina
$511K +$1.28K +9 +0.2%
BTW
1631
Boston Trust Walden
Massachusetts
$510K -$14.2K -100 -3%
CI
1632
Conning Inc
Connecticut
$510K +$14.2K +100 +3%
WA
1633
WBH Advisory
Maryland
$509K +$142 +1 +0%
CAAM
1634
Cornerstone Advisors Asset Management
Pennsylvania
$509K +$12K +84 +2%
CMS
1635
Capital Market Strategies
Florida
$505K – – –
EHWM
1636
Eads & Heald Wealth Management
Georgia
$504K -$8.25K -58 -2%
SSWM
1637
Smith Salley Wealth Management
North Carolina
$503K +$115K +806 +29%
BFG
1638
Bouchey Financial Group
New York
$503K +$168K +1,178 +49%
LWP
1639
LMG Wealth Partners
Louisiana
$503K +$12.8K +90 +3%
SWP
1640
Summit Wealth Partners
Florida
$503K -$129K -904 -20%
QC
1641
Quent Capital
New York
$501K +$9.68K +68 +2%
MTIC
1642
Missouri Trust & Investment Company
Missouri
$501K – – –
OFS
1643
Oldfather Financial Services
Nebraska
$500K – – –
PCA
1644
Pallas Capital Advisors
Massachusetts
$500K -$32.9K -231 -6%
ACI
1645
Alpha Cubed Investments
California
$499K +$8.25K +58 +2%
GI
1646
GS Investments
Minnesota
$498K – – –
SAM
1647
Selway Asset Management
$498K – – –
FPFS
1648
First Personal Financial Services
North Carolina
$497K +$96.9K +681 +24%
HFRG
1649
Houlihan Financial Resource Group
Virginia
$497K +$499K +3,507 New
BFO
1650
Boston Family Office
Massachusetts
$495K +$27.6K +194 +6%
64 65
66
67 68