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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1701
O'Brien Wealth Partners
Massachusetts
$258K +$12.9K +98 +5%
WIM
1702
Westside Investment Management
California
$258K +$255K +1,940 New
RRC
1703
Relaxing Retirement Coach
Massachusetts
$257K – – –
CNB
1704
Camden National Bank
Maine
$256K -$32.7K -249 -11%
NFG
1705
Nadler Financial Group
Illinois
$253K -$9.85K -75 -4%
DOA
1706
D'Orazio & Associates
Virginia
$253K -$788 -6 -0.3%
GEA
1707
Glen Eagle Advisors
New Jersey
$253K – – –
STMM
1708
South Texas Money Management
Texas
$252K -$69.4K -528 -22%
WCA
1709
Westover Capital Advisors
Delaware
$252K – – –
NQWM
1710
Northwest Quadrant Wealth Management
Oregon
$252K +$2.76K +21 +1%
SAA
1711
Southeast Asset Advisors
Georgia
$251K – – –
SDAM
1712
Shulman DeMeo Asset Management
New York
$251K +$525 +4 +0.2%
NWM
1713
Northwest Wealth Management
Iowa
$251K +$1.05K +8 +0.4%
IC
1714
Inscription Capital
Texas
$250K +$78.8K +600 +48%
LCM
1715
LVM Capital Management
Michigan
$249K -$77K -586 -24%
FWCM
1716
First Western Capital Management
California
$249K -$2.76K -21 -1%
SIM
1717
Sonora Investment Management
Arizona
$248K +$25.6K +195 +12%
AWA
1718
Acorn Wealth Advisors
Michigan
$247K -$3.15K -24 -1%
SAM
1719
Seelaus Asset Management
New Jersey
$247K +$4.73K +36 +2%
IWA
1720
Inspirion Wealth Advisors
Illinois
$246K – – –
M
1721
Mirova
France
$246K – – –
FCA
1722
FLC Capital Advisors
California
$246K +$241K +1,833 New
SFA
1723
Semmax Financial Advisors
North Carolina
$245K -$612K -4,656 -71%
ST
1724
Sabal Trust
Florida
$245K -$27.5K -209 -10%
OBGC
1725
O'Brien Greene & Co
Pennsylvania
$244K – – –
67 68
69
70 71