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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1676
Capital Counsel
New York
$213K -$31.5K -209 -13%
CFP
1677
Cornerstone Financial Partners
North Carolina
$212K -$4.82K -32 -2%
TIM
1678
Total Investment Management
Arizona
$209K -$5.73K -38 -3%
QAM
1679
QCI Asset Management
New York
$208K +$13.1K +87 +7%
CCA
1680
Conservest Capital Advisors
Pennsylvania
$207K -$4.22K -28 -2%
AWMG
1681
Alliance Wealth Management Group
New Jersey
$207K – – –
KPCM
1682
Kings Point Capital Management
New York
$207K +$23.4K +155 +12%
ECM
1683
ETrade Capital Management
Virginia
$207K +$213K +1,410 New
LCM
1684
Landscape Capital Management
New Jersey
$206K -$566K -3,756 -73%
KI
1685
Koch Industries
Kansas
$206K -$128K -850 -38%
AWM
1686
Affinity Wealth Management
Delaware
$205K -$34.2K -227 -14%
RFM
1687
Royal Fund Management
Florida
$205K +$3.77K +25 +2%
DIA
1688
Dana Investment Advisors
Wisconsin
$204K – – –
RAM
1689
Riggs Asset Management
Pennsylvania
$204K – – –
CWM
1690
Confluence Wealth Management
Oregon
$204K +$7.99K +53 +4%
BPB
1691
Badgley, Phelps & Bell
Washington
$203K +$208K +1,382 New
VI
1692
Versor Investments
New York
$200K -$22.6K -150 -10%
SWA
1693
SFMG Wealth Advisors
Texas
$200K +$10.9K +72 +6%
DSI
1694
Daiwa SB Investments
Japan
$198K -$23.7K -157 -10%
MCIA
1695
Mountain Capital Investment Advisors
Colorado
$194K +$199K +1,320 New
TFO
1696
Tarbox Family Office
California
$193K -$1.21K -8 -0.6%
APSP
1697
Asset Planning Services (Pennsylvania)
Pennsylvania
$192K +$9.05K +60 +5%
BL
1698
Balentine LLC
Georgia
$186K -$24.1K -160 -11%
OFW
1699
Omnia Family Wealth
Florida
$175K -$123K -816 -41%
CPA
1700
Clear Perspective Advisors
Illinois
$171K -$1.96K -13 -1%
66 67
68
69 70