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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
1751
Joseph P. Lucia & Associates
New York
$411K +$48.6K +360 +14%
YIA
1752
YHB Investment Advisors
Connecticut
$411K +$62.1K +460 +19%
DIA
1753
Dana Investment Advisors
Wisconsin
$411K +$161K +1,190 +69%
VCAM
1754
Van Cleef Asset Management
Ohio
$410K – – –
MWM
1755
Mascoma Wealth Management
New Hampshire
$410K +$13.6K +101 +4%
CCG
1756
Chatham Capital Group
Georgia
$408K +$6.75K +50 +2%
AWM
1757
Aberdeen Wealth Management
Illinois
$407K -$135 -1 -0%
CCA
1758
Column Capital Advisors
Indiana
$407K +$2.02K +15 +0.5%
AWM
1759
Atticus Wealth Management
Florida
$407K +$95K +704 +32%
JC
1760
JB Capital
Connecticut
$405K -$405 -3 -0.1%
PA
1761
Planning Alternatives
Michigan
$405K – – –
HC
1762
Hamilton Capital
Ohio
$404K +$30.1K +223 +8%
CIAS
1763
CFS Investment Advisory Services
New Jersey
$404K +$386K +2,859 New
WC
1764
Woodstock Corp
Massachusetts
$402K -$19.2K -142 -5%
MCM
1765
Magnolia Capital Management
New York
$402K +$14.2K +105 +4%
WFI
1766
West Family Investments
California
$402K +$26.6K +197 +7%
6F
1767
626 Financial
Michigan
$401K – – –
KS
1768
Karpas Strategies
Connecticut
$401K +$675 +5 +0.2%
BMM
1769
Buffington Mohr McNeal
Idaho
$399K – – –
KWMG
1770
King Wealth Management Group
Florida
$397K -$42.9K -318 -10%
FBB
1771
Fulton Breakefield Broenniman
Maryland
$397K +$20.8K +154 +6%
RCM
1772
Raleigh Capital Management
North Carolina
$397K +$262K +1,943 +222%
SAA
1773
Southeast Asset Advisors
Georgia
$396K +$675 +5 +0.2%
PGIM
1774
Pacific Global Investment Management
California
$396K +$12.4K +92 +3%
LC
1775
Landaas & Company
Wisconsin
$395K +$1.08K +8 +0.3%
69 70
71
72 73