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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1726
Newbridge Financial Services Group
Florida
$647K +$60.7K +333 +11%
EHWM
1727
Eads & Heald Wealth Management
Georgia
$644K -$35.9K -197 -6%
FFP
1728
FourThought Financial Partners
Florida
$644K -$23.2K -127 -4%
BOS
1729
Bank of Stockton
California
$643K +$109K +597 +22%
TFF
1730
The Family Firm
Maryland
$643K +$912 +5 +0.1%
LAI
1731
Legal Advantage Investments
California
$643K +$614K +3,366 New
ML
1732
McAdam LLC
Pennsylvania
$642K -$59.5K -326 -9%
VFP
1733
Verus Financial Partners
Virginia
$641K – – –
SPL
1734
Smart Portfolios LLC
Washington
$641K +$23.7K +130 +4%
DAM
1735
Derbend Asset Management
Georgia
$641K +$41.4K +227 +7%
BFC
1736
Bedel Financial Consulting
Indiana
$640K -$25.7K -141 -4%
WP
1737
WMS Partners
Maryland
$640K +$56K +307 +10%
BTW
1738
Boston Trust Walden
Massachusetts
$639K – – –
BAM
1739
Blueshift Asset Management
New Jersey
$639K +$610K +3,344 New
GWM
1740
GDS Wealth Management
Texas
$638K +$6.2K +34 +1%
HCM
1741
Hutchinson Capital Management
California
$638K +$1.09K +6 +0.2%
BP
1742
BBR Partners
New York
$638K +$63.9K +350 +12%
FSC
1743
Full Sail Capital
Oklahoma
$637K +$365 +2 +0.1%
BFG
1744
Baron Financial Group
New Jersey
$637K +$730 +4 +0.1%
IIC
1745
Integrated Investment Consultants
Michigan
$637K -$4.74K -26 -0.8%
SIA
1746
Soltis Investment Advisors
Utah
$635K -$111K -607 -15%
EWA
1747
Encompass Wealth Advisors
Oregon
$634K +$365 +2 +0.1%
FA
1748
Fiducient Advisors
Illinois
$634K +$5.84K +32 +1%
GPA
1749
Garrison Point Advisors
California
$634K – – –
BAM
1750
Bosun Asset Management
Illinois
$634K +$15.5K +85 +3%
68 69
70
71 72