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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1751
Fort Point Capital Partners
California
$221K -$43.9K -262 -16%
QAM
1752
QCI Asset Management
New York
$221K – – –
SSWM
1753
Sheets Smith Wealth Management
North Carolina
$221K +$3.69K +22 +2%
SIM
1754
SSI Investment Management
California
$220K -$335 -2 -0.2%
MSFP
1755
Mark Sheptoff Financial Planning
Connecticut
$220K +$87.9K +524 +66%
TFO
1756
Tarbox Family Office
California
$219K -$1.17K -7 -0.5%
FA
1757
Financial Advantage
Maryland
$218K -$2.18K -13 -1%
LSC
1758
Lesa Sroufe & Co
Washington
$218K – – –
AWMG
1759
Alliance Wealth Management Group
New Jersey
$217K -$94.7K -565 -28%
CIP
1760
Capital Insight Partners
Arizona
$217K – – –
SWA
1761
SFMG Wealth Advisors
Texas
$215K -$20K -119 -8%
LFA
1762
Landmark Financial Advisors
Kentucky
$214K – – –
WA
1763
WP Advisors
California
$214K +$216K +1,286 New
HS
1764
Huntington Steele
Pennsylvania
$213K – – –
RPGK
1765
Retirement Planning Group (Kansas)
Kansas
$212K +$213K +1,272 New
KKAMG
1766
Kernodle & Katon Asset Management Group
Arkansas
$210K -$9.89K -59 -4%
FC
1767
Fayerweather Charles
$208K -$35K -209 -14%
KPCM
1768
Kings Point Capital Management
New York
$208K +$87.7K +523 +72%
APSP
1769
Asset Planning Services (Pennsylvania)
Pennsylvania
$207K -$68.9K -411 -25%
CEP
1770
Chicago Equity Partners
Illinois
$207K +$209K +1,245 New
ZF
1771
Zhang Financial
Michigan
$207K +$222K +1,324 New
1IA
1772
1834 Investment Advisors
Wisconsin
$206K +$207K +1,236 New
PCFFS
1773
Pacific Center for Financial Services
California
$205K – – –
TCM
1774
Tuttle Capital Management
Connecticut
$204K +$206K +1,227 New
MC
1775
Miles Capital
Iowa
$202K +$203K +1,211 New
69 70
71
72 73