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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1651
Global Trust Asset Management
Florida
$857K +$375K +1,915 +98%
RPCONE
1652
Retirement Planning Company of New England
Rhode Island
$857K +$25.5K +130 +3%
NRI
1653
NFP Retirement Inc
California
$856K -$12.2K -62 -2%
CPC
1654
Congress Park Capital
New York
$854K – – –
CIG
1655
Cullen Investment Group
Louisiana
$854K -$4.51K -23 -0.6%
RI
1656
Rinkey Investments
California
$854K +$1.18K +6 +0.2%
WRPWM
1657
Werba Rubin Papier Wealth Management
California
$852K -$12.4K -63 -2%
WP
1658
WMS Partners
Maryland
$851K +$137K +700 +22%
CICI
1659
Capital Investment Counsel Inc
North Carolina
$850K – – –
CA
1660
Continuum Advisory
Idaho
$850K -$154K -784 -16%
GF
1661
Gries Financial
Ohio
$850K +$94.7K +483 +14%
SW
1662
SMART Wealth
Nebraska
$850K -$57.8K -295 -7%
KFS
1663
Keynote Financial Services
Connecticut
$849K -$3.92K -20 -0.5%
HAS
1664
HBW Advisory Services
California
$846K -$77.8K -397 -9%
TNB
1665
Thomasville National Bank
Georgia
$846K +$147K +752 +24%
IPW
1666
Invictus Private Wealth
Colorado
$845K -$12.4K -63 -2%
WC
1667
Weil Company
California
$841K +$196 +1 +0%
ICP
1668
Interchange Capital Partners
Pennsylvania
$839K -$105K -535 -12%
FFG
1669
Fortem Financial Group
California
$838K +$743K +3,790 New
ARC
1670
Advisor Resource Council
Texas
$836K +$742K +3,782 New
WA
1671
Wealth Architects
California
$835K -$784 -4 -0.1%
IFWM
1672
Institute for Wealth Management
Colorado
$834K -$29.8K -152 -4%
PS
1673
Planned Solutions
California
$833K +$5.69K +29 +0.8%
WFI
1674
West Family Investments
California
$832K +$153K +782 +26%
SPC
1675
Spirepoint Private Client
Florida
$831K +$6.67K +34 +0.9%
65 66
67
68 69