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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1801
Alaska Wealth Advisors
Alaska
$201K – – –
BPGAM
1802
BTG Pactual Global Asset Management
Bermuda
$200K +$209K +1,496 New
WCAMG
1803
Woodard & Company Asset Management Group
North Carolina
$200K -$725K -5,198 -78%
RWA
1804
River Wealth Advisors
Pennsylvania
$199K +$208K +1,493 New
SA
1805
SRH Advisors
Kansas
$196K – – –
HS
1806
Horan Securities
United States
$194K – – –
MSA
1807
Marino Stram & Associates
Massachusetts
$192K -$139 -1 -0.1%
NCM
1808
Nelson Capital Management
California
$184K -$154K -1,104 -44%
CBT
1809
Central Bank & Trust
Kentucky
$183K – – –
RAM
1810
Riggs Asset Management
Pennsylvania
$182K – – –
BG
1811
Bollard Group
Massachusetts
$180K -$9.62K -69 -5%
PFA
1812
Pathway Financial Advisors
Vermont
$179K -$10.2K -73 -5%
AC
1813
Avestar Capital
New York
$179K -$1.12K -8 -0.6%
HCM
1814
Hilton Capital Management
New York
$179K +$186K +1,337 New
C
1815
Cerebellum
California
$176K +$104K +749 +132%
GSC
1816
G&S Capital
Colorado
$175K +$29.6K +212 +19%
OFS
1817
Orrstown Financial Services
Pennsylvania
$172K +$137K +979 +316%
VCM
1818
Versant Capital Management
Arizona
$171K -$3.21K -23 -2%
WA
1819
WP Advisors
California
$169K +$176K +1,265 New
AA
1820
Apriem Advisors
California
$165K -$33.3K -239 -16%
NPP
1821
New Potomac Partners
Maryland
$163K – – –
PW
1822
Price Wealth
Texas
$163K +$31.2K +224 +22%
PCIA
1823
Prime Capital Investment Advisors
Kansas
$161K – – –
CFD
1824
Creative Financial Designs
Indiana
$161K +$55.4K +397 +49%
GFP
1825
Gryphon Financial Partners
Ohio
$159K -$23K -165 -12%
71 72
73
74 75