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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
1676
Quantinno Capital Management
New York
$269K -$131K -1,026 -34%
NFG
1677
Nadler Financial Group
Illinois
$269K +$2.04K +16 +0.8%
HIM
1678
Hanlon Investment Management
New Jersey
$269K +$254K +1,992 New
CAAS
1679
Capital Asset Advisory Services
Michigan
$268K -$37.3K -293 -13%
AWA
1680
Acorn Wealth Advisors
Michigan
$265K +$510 +4 +0.2%
DW
1681
Domani Wealth
Pennsylvania
$264K – – –
MWA
1682
Meridian Wealth Advisors
Texas
$264K – – –
BDWM
1683
Brewin Dolphin Wealth Management
Ireland
$264K – – –
CPSAC
1684
Chas P. Smith & Associates (CPS)
Florida
$263K -$26.6K -209 -10%
RRC
1685
Relaxing Retirement Coach
Massachusetts
$263K – – –
BWA
1686
BlueSky Wealth Advisors
North Carolina
$263K +$11K +86 +5%
WIC
1687
Woodmont Investment Counsel
Tennessee
$262K -$3.44K -27 -1%
TSWM
1688
Triangle Securities Wealth Management
North Carolina
$261K -$35.1K -275 -12%
DOA
1689
D'Orazio & Associates
Virginia
$260K -$19.1K -150 -7%
APC
1690
Aspire Private Capital
North Carolina
$259K +$158K +1,237 +182%
GEA
1691
Glen Eagle Advisors
New Jersey
$259K – – –
FWCM
1692
First Western Capital Management
California
$258K -$4.59K -36 -2%
NQWM
1693
Northwest Quadrant Wealth Management
Oregon
$258K +$2.68K +21 +1%
MWM
1694
Merriman Wealth Management
Washington
$258K +$4.72K +37 +2%
WCA
1695
Westover Capital Advisors
Delaware
$258K +$243K +1,909 New
SAA
1696
Southeast Asset Advisors
Georgia
$257K -$167K -1,313 -41%
PIM
1697
Progressive Investment Management
Oregon
$257K -$25.2K -198 -9%
EAM
1698
Evanson Asset Management
California
$257K +$892 +7 +0.4%
NWM
1699
Northwest Wealth Management
Iowa
$256K -$55.8K -438 -19%
SDAM
1700
Shulman DeMeo Asset Management
New York
$256K +$242K +1,900 New
66 67
68
69 70