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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1751
ORG Wealth Partners
Texas
$747K +$662K +3,377 New
CPA
1752
Cardiff Park Advisors
California
$743K +$659K +3,362 New
BWP
1753
BSW Wealth Partners
Colorado
$743K -$624K -3,183 -49%
BFG
1754
Baron Financial Group
New Jersey
$740K +$784 +4 +0.1%
DTC
1755
Davidson Trust Company
Washington
$739K +$152K +775 +30%
LWP
1756
LMG Wealth Partners
Louisiana
$738K -$30.6K -156 -4%
VFP
1757
Verus Financial Partners
Virginia
$738K +$1.57K +8 +0.2%
HTHT
1758
Hemenway Trust Hemenway Trust
New Hampshire
$738K -$40.2K -205 -6%
HCM
1759
Hutchinson Capital Management
California
$737K -$980 -5 -0.1%
OC
1760
Opinicus Capital
Florida
$737K +$3.92K +20 +0.6%
GPA
1761
Garrison Point Advisors
California
$734K – – –
IF
1762
Intrua Financial
Texas
$733K -$238K -1,212 -27%
IP
1763
Ignite Planners
California
$733K +$90.2K +460 +16%
LC
1764
LCNB Corp
Ohio
$732K +$980 +5 +0.2%
EWA
1765
Encompass Wealth Advisors
Oregon
$731K +$31.8K +162 +5%
BTW
1766
Boston Trust Walden
Massachusetts
$730K – – –
CUAMC
1767
China Universal Asset Management Company
China
$730K +$369K +1,881 +132%
RIG
1768
RiverFront Investment Group
Virginia
$729K +$647K +3,299 New
GLLW
1769
Graves Light Lenhart Wealth
Virginia
$729K +$196 +1 +0%
FNC
1770
First National Corp
Massachusetts
$729K -$9.41K -48 -1%
AIM
1771
Avity Investment Management
Connecticut
$728K -$14.1K -72 -2%
FI
1772
FWG Investments
Kentucky
$728K +$1.57K +8 +0.2%
PMG
1773
ProVise Management Group
Florida
$728K -$2.75K -14 -0.4%
OW
1774
Olistico Wealth
Oklahoma
$727K +$201K +1,025 +45%
BFG
1775
Beacon Financial Group
Texas
$726K +$245K +1,250 +61%
69 70
71
72 73