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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1726
Concord Wealth Partners
Virginia
$361K +$13.8K +101 +4%
WDL
1727
Well Done LLC
Michigan
$360K -$820 -6 -0.2%
FBB
1728
Fulton Breakefield Broenniman
Maryland
$360K – – –
CM
1729
Cornerstone Management
Georgia
$360K -$14.2K -104 -4%
MCM
1730
Magnolia Capital Management
New York
$359K -$74.3K -543 -17%
SFP
1731
Sterling Financial Planning
New Jersey
$359K -$32.4K -237 -8%
HFA
1732
Hoover Financial Advisors
Pennsylvania
$358K – – –
NA
1733
Nottingham Advisors
New York
$358K – – –
MAM
1734
MMA Asset Management
Pennsylvania
$358K +$18.2K +133 +6%
JFGIW
1735
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$357K -$39K -285 -10%
BCM
1736
Boltwood Capital Management
California
$357K -$7.11K -52 -2%
ACP
1737
Aveo Capital Partners
Colorado
$357K +$20.2K +148 +6%
BFIC
1738
Bedell Frazier Investment Counselling
California
$355K +$111K +811 +47%
KF
1739
Krilogy Financial
Missouri
$353K +$10.7K +78 +3%
SM
1740
SG3 Management
Puerto Rico
$352K -$85.9K -628 -20%
CFFP
1741
Center for Financial Planning
Michigan
$352K -$42.9K -314 -11%
AAP
1742
Aristotle Atlantic Partners
Florida
$352K – – –
SCM
1743
Silvant Capital Management
Georgia
$351K – – –
TPA
1744
Trivium Point Advisory
Connecticut
$351K +$1.64K +12 +0.5%
GA
1745
Geller Advisors
New York
$350K -$2.6K -19 -0.8%
HFAS
1746
Hummer Financial Advisory Services
Illinois
$350K – – –
CL
1747
CPWM LLC
Washington
$350K +$273 +2 +0.1%
EWP
1748
Engrave Wealth Partners
Texas
$350K +$43.2K +316 +14%
VWM
1749
Venturi Wealth Management
Texas
$349K +$13.8K +101 +4%
CWM
1750
Cranbrook Wealth Management
Michigan
$348K -$10.4K -76 -3%
68 69
70
71 72