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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1626
Savvy Advisors Inc
New York
$672K +$43.6K +251 +7%
ONST
1627
Old North State Trust
North Carolina
$670K +$17.4K +100 +3%
CPC
1628
Congress Park Capital
New York
$668K -$236K -1,360 -26%
KFS
1629
Keynote Financial Services
Connecticut
$668K +$6.43K +37 +1%
RIM
1630
Reliant Investment Management
Tennessee
$668K +$10.4K +60 +2%
RI
1631
Rinkey Investments
California
$667K – – –
CICI
1632
Capital Investment Counsel Inc
North Carolina
$665K – – –
SAM
1633
SignalPoint Asset Management
Missouri
$665K – – –
PA
1634
Procyon Advisors
Connecticut
$665K -$12.9K -74 -2%
WLPWM
1635
Walled Lake Planning & Wealth Management
Illinois
$663K +$4.17K +24 +0.6%
S
1636
SimplyRich
California
$660K +$121K +698 +22%
PGF
1637
Plan Group Financial
Oklahoma
$658K +$328K +1,887 +98%
CC
1638
Corton Capital
Ontario, Canada
$658K +$661K +3,805 New
WC
1639
Weil Company
California
$658K +$13.9K +80 +2%
QWP
1640
Quotient Wealth Partners
Texas
$657K +$12K +69 +2%
MIM
1641
MTM Investment Management
South Carolina
$655K +$1.22K +7 +0.2%
MCM
1642
Maple Capital Management
Vermont
$655K -$82.9K -477 -11%
FCM
1643
Firestone Capital Management
Florida
$655K – – –
WA
1644
Wealth Architects
California
$654K -$174 -1 -0%
FUBT
1645
First United Bank & Trust
Maryland
$652K – – –
HIM
1646
Hillsdale Investment Management
Ontario, Canada
$652K +$99K +570 +18%
IA
1647
IFG Advisory
Georgia
$651K +$654K +3,766 New
QWM
1648
Quadcap Wealth Management
Texas
$650K +$17.9K +103 +3%
RPCONE
1649
Retirement Planning Company of New England
Rhode Island
$647K +$26.1K +150 +4%
PS
1650
Planned Solutions
California
$646K – – –
64 65
66
67 68