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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1726
Chesapeake Wealth Management
Virginia
$357K – – –
MCA
1727
MSH Capital Advisors
Arizona
$356K +$919 +7 +0.2%
KWM
1728
Kolinsky Wealth Management
New Jersey
$356K +$7.74K +59 +2%
AC
1729
Abbrea Capital
California
$355K -$203K -1,550 -34%
AA
1730
Auxano Advisors
Washington
$354K +$54.3K +414 +16%
BWP
1731
Balboa Wealth Partners
Arizona
$354K +$391K +2,977 New
EI
1732
Ellevest Inc
New York
$353K -$220K -1,677 -36%
BOH
1733
Bank of Hawaii
Hawaii
$353K -$118K -900 -23%
ACM
1734
Allred Capital Management
Texas
$353K +$1.31K +10 +0.3%
BC
1735
Barrett & Company
Rhode Island
$353K +$329K +2,504 New
SWP
1736
Summit Wealth Partners
Florida
$352K -$270K -2,056 -41%
NWA
1737
Navis Wealth Advisors
New York
$351K – – –
FMP
1738
Financial Management Professionals
Texas
$351K +$919 +7 +0.2%
CHA
1739
Cooper/Haims Advisors
New York
$351K +$1.18K +9 +0.3%
HIC
1740
Harvey Investment Company
Kentucky
$348K -$26.2K -200 -6%
AA
1741
Aire Advisors
California
$347K -$9.05K -69 -2%
JPLA
1742
Joseph P. Lucia & Associates
New York
$346K – – –
WCAMG
1743
Woodard & Company Asset Management Group
North Carolina
$346K – – –
VWA
1744
Visionary Wealth Advisors
Illinois
$345K -$501K -3,820 -57%
4WM
1745
44 Wealth Management
Oregon
$345K -$16.4K -125 -4%
VCAM
1746
Van Cleef Asset Management
Ohio
$345K – – –
MWM
1747
Mascoma Wealth Management
New Hampshire
$345K +$131 +1 +0%
CCA
1748
Column Capital Advisors
Indiana
$345K +$2.1K +16 +0.6%
STA
1749
Summit Trail Advisors
New York
$345K +$15K +114 +4%
GA
1750
Geller Advisors
New York
$345K +$74.1K +565 +24%
68 69
70
71 72