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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1801
Traynor Capital Management
Pennsylvania
$222K +$224K +1,927 New
AWA
1802
Arkadios Wealth Advisors
Georgia
$222K -$39.8K -343 -15%
PWPS
1803
Pinnacle Wealth Planning Services
Ohio
$220K -$161K -1,388 -42%
KIC
1804
Keating Investment Counselors
Florida
$220K -$84.9K -731 -28%
GC
1805
Grace Capital
Massachusetts
$220K +$221K +1,907 New
RIS
1806
Retirement Income Solutions
Michigan
$219K – – –
VFP
1807
Verus Financial Partners
Virginia
$219K +$116 +1 +0.1%
HCM
1808
Hilton Capital Management
New York
$218K +$219K +1,885 New
SEIA
1809
Signature Estate & Investment Advisors
California
$218K +$220K +1,891 New
CAN
1810
Claraphi Advisory Network
United States
$217K -$16.1K -139 -7%
APWM
1811
Atlas Private Wealth Management
New York
$217K – – –
MHR
1812
Matthew Hamilton Rosenberg
$217K +$3.14K +27 +1%
PWP
1813
Private Wealth Partners
California
$217K +$219K +1,883 New
WIA
1814
Westbourne Investment Advisors
Maryland
$217K +$219K +1,883 New
BAM
1815
Boyar Asset Management
New York
$216K +$218K +1,874 New
BCP
1816
Blue Chip Partners
Michigan
$214K +$232 +2 +0.1%
PS
1817
Portfolio Strategies
New York
$214K +$215K +1,850 New
LDFR
1818
Lehman & Derafelo Financial Resources
Pennsylvania
$214K +$215K +1,852 New
WDL
1819
Well Done LLC
Michigan
$212K +$213K +1,833 New
DC
1820
DeDora Capital
California
$211K -$50.4K -434 -19%
AA
1821
Aufman Associates
Pennsylvania
$211K +$212K +1,829 New
BWA
1822
BlueSky Wealth Advisors
North Carolina
$211K +$212K +1,829 New
GFPC
1823
Global Financial Private Client
Florida
$210K -$50.1K -431 -19%
TL
1824
TrueWealth LLC
Georgia
$209K -$81.3K -700 -28%
BFPW
1825
BOK Financial Private Wealth
Colorado
$208K +$209K +1,800 New
71 72
73
74 75