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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
1726
Tennessee Valley Asset Management Partners
Tennessee
$772K +$392 +2 +0.1%
IAS
1727
Investment Advisory Services
Texas
$772K +$69.8K +356 +11%
SI
1728
Saxon Interests
Texas
$772K +$36.9K +188 +6%
LAI
1729
Legal Advantage Investments
California
$770K – – –
SPL
1730
Smart Portfolios LLC
Washington
$770K -$10.6K -54 -2%
AA
1731
Auxano Advisors
Washington
$767K +$40.8K +208 +6%
WKWM
1732
Walter & Keenan Wealth Management
Indiana
$767K +$1.76K +9 +0.3%
VF
1733
Virtu Financial
New York
$766K +$679K +3,465 New
LIA
1734
Lynx Investment Advisory
District of Columbia
$766K +$64.9K +331 +11%
PA
1735
Promethium Advisors
Maryland
$766K +$679K +3,463 New
LAM
1736
Lewis Asset Management
California
$765K +$37.3K +190 +6%
I2I
1737
Insight 2811 Inc
Illinois
$764K – – –
HFP
1738
Holistic Financial Partners
Indiana
$763K +$194K +990 +40%
SMC
1739
Smith, Moore & Co
Missouri
$762K +$11.8K +60 +2%
LWM
1740
Laidlaw Wealth Management
New York
$762K -$46.9K -239 -6%
EBA
1741
Eagle Bay Advisors
New York
$762K -$20K -102 -3%
GWA
1742
Gratus Wealth Advisors
Virginia
$758K -$6.67K -34 -1%
WQ
1743
Wealth Quarterback
New Jersey
$757K -$8.82K -45 -1%
SFG
1744
SNS Financial Group
Minnesota
$755K -$18.6K -95 -3%
KFS
1745
Kurt F. Somerville
$754K – – –
SFG
1746
Shum Financial Group
California
$753K +$712K +3,630 New
GFA
1747
Gallagher Fiduciary Advisors
Illinois
$752K +$101K +516 +18%
CP
1748
Creekside Partners
California
$748K +$1.18K +6 +0.2%
PTP
1749
Platform Technology Partners
New York
$747K -$13.7K -70 -2%
TFF
1750
The Family Firm
Maryland
$747K +$980 +5 +0.1%
68 69
70
71 72