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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1651
Ballast Advisors
Minnesota
$421K +$15.5K +119 +4%
DA
1652
DSC Advisors
Illinois
$421K +$33K +253 +8%
TWM
1653
TriaGen Wealth Management
California
$420K – – –
MFC
1654
Mechanics Financial Corp
Ohio
$419K – – –
CL
1655
CPWM LLC
Washington
$419K +$82.3K +631 +24%
CC
1656
Capital Counsel
New York
$416K – – –
CCM
1657
CTC Capital Management
Illinois
$416K +$417K +3,200 New
CIA
1658
Cohen Investment Advisors
New Hampshire
$415K +$5.74K +44 +1%
VNA
1659
Valley National Advisers
Pennsylvania
$415K +$64.2K +492 +18%
XWM
1660
Xcel Wealth Management
Florida
$415K +$104K +797 +33%
TW
1661
TrinityPoint Wealth
Connecticut
$414K -$29.7K -228 -7%
RF
1662
Resolute Financial
Massachusetts
$413K -$12.7K -97 -3%
KA
1663
Klingman & Associates
New York
$413K +$2.35K +18 +0.6%
BWM
1664
Blossom Wealth Management
California
$413K +$32.2K +247 +8%
TGAM
1665
TBH Global Asset Management
Tennessee
$411K -$9.65K -74 -2%
WPC
1666
Wedmont Private Capital
Pennsylvania
$411K +$20.9K +160 +5%
DAM
1667
Doheny Asset Management
California
$410K – – –
BFO
1668
Biltmore Family Office
North Carolina
$409K -$1.54M -11,824 -79%
PTP
1669
Platform Technology Partners
New York
$409K -$1.96K -15 -0.5%
HIC
1670
Harvey Investment Company
Kentucky
$407K – – –
KWMG
1671
King Wealth Management Group
Florida
$407K +$14.3K +110 +4%
HPWM
1672
Highland Private Wealth Management
Washington
$407K +$53.2K +408 +15%
HTHT
1673
Hemenway Trust Hemenway Trust
New Hampshire
$406K -$78.2K -600 -16%
RZH
1674
Relyea Zuckerberg Hanson
Connecticut
$406K +$194K +1,487 +86%
MCA
1675
MSH Capital Advisors
Arizona
$405K +$38.7K +297 +11%
65 66
67
68 69