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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1701
RMR Wealth Builders
New Jersey
$378K -$128K -936 -26%
MCM
1702
MV Capital Management
Maryland
$378K -$39.7K -290 -10%
WI
1703
WrapManager Inc
California
$378K +$3.01K +22 +0.8%
BFPW
1704
BOK Financial Private Wealth
Colorado
$377K +$62.9K +460 +21%
AFAS
1705
Acorn Financial Advisory Services
Virginia
$374K +$273 +2 +0.1%
FG
1706
Foster Group
Iowa
$374K +$3.28K +24 +0.9%
HWM
1707
Hemington Wealth Management
Virginia
$374K +$14.2K +104 +4%
HWA
1708
Heartwood Wealth Advisors
Virginia
$374K +$365K +2,671 New
HAC
1709
Harbor Advisory Corp
New Hampshire
$373K – – –
PCA
1710
Pallas Capital Advisors
Massachusetts
$371K +$170K +1,244 +84%
NFG
1711
Norris Financial Group
South Carolina
$370K – – –
PWM
1712
Provident Wealth Management
Tennessee
$370K -$112K -819 -24%
AWS
1713
Arkfeld Wealth Strategies
Nebraska
$369K – – –
SHGA
1714
Sand Hill Global Advisors
California
$369K +$16.8K +123 +5%
LC
1715
LCNB Corp
Ohio
$368K +$10.1K +74 +3%
BO
1716
Bank OZK
Arkansas
$367K -$39.5K -289 -10%
MCWS
1717
McKinley Carter Wealth Services
West Virginia
$367K -$3.56K -26 -1%
AIM
1718
Acropolis Investment Management
Missouri
$367K +$15.3K +112 +4%
TA
1719
Tectonic Advisors
Texas
$367K +$90.8K +664 +34%
NS
1720
Newman & Schimel
Illinois
$366K +$3.56K +26 +1%
RCG
1721
Rock Creek Group
District of Columbia
$363K +$66.6K +487 +23%
GA
1722
Gateway Advisory
New Jersey
$363K +$112K +817 +46%
BWM
1723
Blossom Wealth Management
California
$363K +$354K +2,587 New
QAM
1724
QCI Asset Management
New York
$362K -$128K -936 -27%
SP
1725
Successful Portfolios
Florida
$361K – – –
67 68
69
70 71