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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1626
Rinkey Investments
California
$736K +$32.8K +180 +5%
VCM
1627
Virtue Capital Management
Tennessee
$735K +$209K +1,146 +40%
CICI
1628
Capital Investment Counsel Inc
North Carolina
$735K -$1.44M -7,892 -67%
SAM
1629
SignalPoint Asset Management
Missouri
$734K -$9.12K -50 -1%
CWC
1630
Carolinas Wealth Consulting
North Carolina
$734K -$1.02M -5,580 -59%
KFS
1631
Keynote Financial Services
Connecticut
$730K +$698K +3,824 New
JSW
1632
Journey Strategic Wealth
New Jersey
$730K +$265K +1,454 +61%
LIA
1633
LifePlan Investment Advisors
North Carolina
$730K +$5.29K +29 +0.8%
IFWM
1634
Institute for Wealth Management
Colorado
$729K -$57.6K -316 -8%
SFC
1635
Strategic Financial Concepts
Texas
$729K +$696K +3,815 New
BDFN
1636
Bond & Devick Financial Network
Minnesota
$729K -$7.3K -40 -1%
FB
1637
First Bancorp
Maine
$728K +$129K +709 +23%
WLPWM
1638
Walled Lake Planning & Wealth Management
Illinois
$728K +$1.82K +10 +0.3%
VA
1639
Valmark Advisers
Ohio
$727K +$12.6K +69 +2%
LA
1640
Legacy Advisors
Pennsylvania
$726K -$144K -787 -17%
SFSG
1641
Sound Financial Strategies Group
Mississippi
$726K -$19.9K -109 -3%
RIM
1642
Reliant Investment Management
Tennessee
$726K – – –
LWM
1643
Laidlaw Wealth Management
New York
$724K -$502K -2,754 -42%
EWA
1644
Emergent Wealth Advisors
New York
$723K +$691K +3,786 New
FCM
1645
Firestone Capital Management
Florida
$723K – – –
LC
1646
Lindbrook Capital
California
$723K +$35.6K +195 +5%
MIM
1647
MTM Investment Management
South Carolina
$722K -$72.1K -395 -9%
WA
1648
Wealth Architects
California
$722K -$348K -1,910 -34%
ONST
1649
Old North State Trust
North Carolina
$721K +$688K +3,774 New
FUBT
1650
First United Bank & Trust
Maryland
$720K – – –
64 65
66
67 68