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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1651
Larson Financial Group
Missouri
$403K +$106K +805 +31%
VNA
1652
Valley National Advisers
Pennsylvania
$402K +$43.4K +331 +11%
CAN
1653
Claraphi Advisory Network
United States
$401K -$1.68M -12,806 -79%
MTC
1654
McDaniel Terry & Co
Texas
$400K – – –
BFG
1655
Baron Financial Group
New Jersey
$400K +$787 +6 +0.2%
CCFCSB
1656
Cape Cod Five Cents Savings Bank
Massachusetts
$399K -$17.1K -130 -4%
IF
1657
Intrua Financial
Texas
$398K -$363K -2,764 -45%
W
1658
Wealthquest
Ohio
$397K -$64.3K -490 -13%
HCM
1659
Hengehold Capital Management
Ohio
$396K +$17.2K +131 +4%
PP
1660
PDS Planning
Ohio
$394K +$787 +6 +0.2%
BCCM
1661
Bridge Creek Capital Management
Massachusetts
$393K – – –
FUBT
1662
First United Bank & Trust
Maryland
$393K – – –
BCM
1663
Buckhead Capital Management
Georgia
$393K +$3.94K +30 +0.9%
WW
1664
Westshore Wealth
California
$392K -$26.2K -200 -6%
CIA
1665
Cohen Investment Advisors
New Hampshire
$392K +$6.17K +47 +1%
PRWA
1666
Platte River Wealth Advisors
Colorado
$391K – – –
KA
1667
Klingman & Associates
New York
$391K +$4.07K +31 +1%
RF
1668
Resolute Financial
Massachusetts
$390K -$5.64K -43 -1%
CT
1669
Colonial Trust
South Carolina
$390K +$431K +3,284 New
HTHT
1670
Hemenway Trust Hemenway Trust
New Hampshire
$389K +$19.7K +150 +5%
LC
1671
LCNB Corp
Ohio
$387K -$656 -5 -0.2%
WA
1672
Wambolt & Associates
Colorado
$387K – – –
MLA
1673
My Legacy Advisors
Oregon
$387K +$112K +856 +36%
SQA
1674
Simon Quick Advisors
New Jersey
$385K -$245K -1,865 -37%
EFG
1675
Everhart Financial Group
Ohio
$383K -$111K -849 -21%
65 66
67
68 69