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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1726
Berman Capital Advisors
Georgia
$336K +$153K +1,148 +82%
GEA
1727
Glen Eagle Advisors
New Jersey
$335K +$18.2K +136 +6%
WFI
1728
West Family Investments
California
$335K +$27.5K +206 +9%
DOA
1729
D'Orazio & Associates
Virginia
$335K +$42.6K +319 +14%
NA
1730
Nottingham Advisors
New York
$334K -$5.48K -41 -2%
PCA
1731
Pallas Capital Advisors
Massachusetts
$334K +$4.01K +30 +1%
AAP
1732
Aristotle Atlantic Partners
Florida
$333K – – –
NEIRG
1733
New England Investment & Retirement Group
Massachusetts
$333K +$58.3K +436 +21%
FMP
1734
Financial Management Professionals
Texas
$333K +$58.8K +440 +21%
HFAS
1735
Hummer Financial Advisory Services
Illinois
$332K – – –
EWP
1736
Engrave Wealth Partners
Texas
$331K – – –
SC
1737
Slow Capital
California
$329K +$18.3K +137 +6%
PP
1738
PDS Planning
Ohio
$329K +$25K +187 +8%
MA
1739
Mezzasalma Advisors
New Jersey
$327K – – –
LG
1740
LaFleur & Godfrey
Michigan
$326K – – –
CWM
1741
Cranbrook Wealth Management
Michigan
$325K -$5.08K -38 -2%
TA
1742
TruWealth Advisors
Louisiana
$324K -$877K -6,560 -73%
AA
1743
Apriem Advisors
California
$324K – – –
HI
1744
Hoey Investments
Pennsylvania
$324K +$48.9K +366 +18%
CSA
1745
Cottage Street Advisors
Massachusetts
$324K +$326K +2,436 New
ACM
1746
Armbruster Capital Management
New York
$323K – – –
HCM
1747
Hengehold Capital Management
Ohio
$323K +$26.7K +200 +9%
TFF
1748
The Family Firm
Maryland
$322K -$61K -456 -16%
RIM
1749
Rockbridge Investment Management
New York
$322K +$267 +2 +0.1%
PB
1750
Pinnacle Bancorp
Nebraska
$322K +$6.82K +51 +2%
68 69
70
71 72