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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1726
DeDora Capital
California
$286K +$290K +2,233 New
MG
1727
Mather Group
Illinois
$286K +$290K +2,235 New
PWM
1728
Perigon Wealth Management
California
$285K -$27.4K -211 -9%
SFFS
1729
Stonehage Fleming Financial Services
Jersey
$285K – – –
SCA
1730
STALEY CAPITAL ADVISERS
Pennsylvania
$284K – – –
SAM
1731
Secure Asset Management
Michigan
$284K +$289K +2,220 New
SEIA
1732
Signature Estate & Investment Advisors
California
$283K -$9.75K -75 -3%
TA
1733
TCG Advisors
Texas
$283K +$130 +1 +0%
FIG
1734
FundX Investment Group
California
$283K +$15.6K +120 +6%
KCPG
1735
Kavar Capital Partners Group
Kansas
$282K -$49.6K -382 -15%
JFA
1736
JNBA Financial Advisors
Minnesota
$282K -$1.69K -13 -0.6%
HFP
1737
Holistic Financial Partners
Indiana
$282K – – –
SFWC
1738
Strategic Family Wealth Counselors
New Jersey
$282K – – –
PAG
1739
Pinnacle Advisory Group
Maryland
$282K +$130 +1 +0%
MA
1740
MCF Advisors
Kentucky
$281K -$34.1K -262 -11%
CWA
1741
Carolina Wealth Advisors
South Carolina
$278K +$282K +2,167 New
TA
1742
TFG Advisers
Michigan
$277K -$34.2K -263 -11%
LC
1743
LCNB Corp
Ohio
$277K -$520 -4 -0.2%
MPW
1744
MA Private Wealth
California
$277K +$281K +2,164 New
OSNBOA
1745
Old Second National Bank of Aurora
Illinois
$276K -$20K -154 -7%
POIA
1746
Pin Oak Investment Advisors
Texas
$275K -$60.6K -466 -18%
SSW
1747
Smith Shellnut Wilson
Mississippi
$275K – – –
CWM
1748
Cranbrook Wealth Management
Michigan
$273K -$109K -841 -28%
GFS
1749
GYL Financial Synergies
Connecticut
$273K -$99.7K -767 -26%
SCM
1750
Stellar Capital Management
Arizona
$273K +$390 +3 +0.1%
68 69
70
71 72