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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
1701
EHP Funds Inc
Canada
$605K +$261K +1,500 +75%
KA
1702
Klingman & Associates
New York
$605K -$18.1K -104 -3%
LWP
1703
LMG Wealth Partners
Louisiana
$604K +$695 +4 +0.1%
CBB
1704
Citizens Business Bank
California
$603K +$243K +1,396 +67%
LAI
1705
Legal Advantage Investments
California
$603K +$20.5K +118 +4%
TVAMP
1706
Tennessee Valley Asset Management Partners
Tennessee
$603K +$30.8K +177 +5%
BI
1707
Bramshill Investments
Florida
$602K +$107K +615 +21%
WQ
1708
Wealth Quarterback
New Jersey
$600K -$7.47K -43 -1%
WKWM
1709
Walter & Keenan Wealth Management
Indiana
$598K – – –
FPCP
1710
Fort Point Capital Partners
California
$598K -$24K -138 -4%
I2I
1711
Insight 2811 Inc
Illinois
$597K -$17.4K -100 -3%
PBO
1712
Peoples Bank (Ohio)
Ohio
$597K +$41.2K +237 +7%
PTP
1713
Platform Technology Partners
New York
$597K +$599K +3,449 New
TCM
1714
Telos Capital Management
California
$596K -$6.43K -37 -1%
A
1715
Allianz
Germany
$596K -$1.26M -7,242 -68%
SIA
1716
Soltis Investment Advisors
Utah
$591K +$16.2K +93 +3%
SIS
1717
Strategic Investment Solutions
Illinois
$591K +$585K +3,369 New
KFS
1718
Kurt F. Somerville
$590K -$17.4K -100 -3%
FPFS
1719
First Personal Financial Services
North Carolina
$589K -$4.34K -25 -0.7%
SMC
1720
Smith, Moore & Co
Missouri
$586K +$152K +875 +35%
CP
1721
Creekside Partners
California
$584K +$587K +3,378 New
TFF
1722
The Family Firm
Maryland
$583K +$1.04K +6 +0.2%
ZB
1723
Zions Bancorporation
Utah
$583K -$108K -619 -16%
AIM
1724
Avity Investment Management
Connecticut
$582K -$30.4K -175 -5%
GF
1725
Gries Financial
Ohio
$581K -$3M -17,287 -84%
67 68
69
70 71