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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1801
Weiss Asset Management
Massachusetts
$244K – – –
BWA
1802
BlueSky Wealth Advisors
North Carolina
$243K +$3.77K +29 +2%
VFP
1803
Verus Financial Partners
Virginia
$243K +$58.9K +453 +31%
CF
1804
Centaurus Financial
California
$242K -$52.4K -403 -18%
SIAS
1805
Shine Investment Advisory Services
Colorado
$242K +$44.4K +342 +22%
LB
1806
Legacy Bridge
Iowa
$241K -$55.6K -428 -19%
FTC
1807
Farmers Trust Company
Ohio
$241K -$520 -4 -0.2%
GAM
1808
Gould Asset Management
California
$241K – – –
PWP
1809
Private Wealth Partners
California
$241K – – –
SIA
1810
Starfire Investment Advisers
Michigan
$241K +$390 +3 +0.2%
GAM
1811
GQ Asset Management
New York
$240K +$201K +1,548 +40%
IWA
1812
Inspirion Wealth Advisors
Illinois
$239K – – –
SFA
1813
Semmax Financial Advisors
North Carolina
$238K -$18.7K -144 -7%
CST
1814
Charles Schwab Trust
Nevada
$238K +$241K +1,855 New
PP
1815
Parplus Partners
New York
$238K +$242K +1,861 New
MCM
1816
MV Capital Management
Maryland
$237K +$36.8K +283 +18%
ACM
1817
Advisors Capital Management
New Jersey
$237K +$240K +1,847 New
AA
1818
Aufman Associates
Pennsylvania
$237K +$240K +1,849 New
WDL
1819
Well Done LLC
Michigan
$235K -$108K -833 -31%
PM
1820
Penbrook Management
New York
$235K – – –
WP
1821
WealthPLAN Partners
Nebraska
$235K +$206K +1,582 New
MPW
1822
Monterey Private Wealth
California
$235K +$238K +1,831 New
GA
1823
Geller Advisors
New York
$234K +$237K +1,823 New
GFP
1824
Gryphon Financial Partners
Ohio
$233K +$16.4K +126 +7%
BFPW
1825
BOK Financial Private Wealth
Colorado
$233K +$236K +1,816 New
71 72
73
74 75