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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1801
Engrave Wealth Partners
Texas
$263K -$39.9K -345 -14%
GDP
1802
Great Diamond Partners
Maine
$263K +$253K +2,191 New
FFG
1803
Frisch Financial Group
New York
$261K -$248K -2,143 -50%
H
1804
HoyleCohen
California
$261K -$71.7K -620 -22%
BCB
1805
Brian C. Broderick
$261K -$6.13K -53 -2%
AWM
1806
AllSquare Wealth Management
New York
$261K +$2.31K +20 +0.9%
SAM
1807
Secure Asset Management
Michigan
$261K +$3.93K +34 +2%
MGAM
1808
McGowan Group Asset Management
Texas
$261K +$251K +2,173 New
GEA
1809
Glen Eagle Advisors
New Jersey
$260K +$6.01K +52 +2%
CCM
1810
Crossvault Capital Management
Texas
$260K -$12.1K -105 -5%
VC
1811
Vestor Capital
Illinois
$260K – – –
B
1812
Bridgeworth
Alabama
$259K -$54.2K -469 -18%
OSNBOA
1813
Old Second National Bank of Aurora
Illinois
$259K – – –
GHA
1814
GW Henssler & Associates
Georgia
$259K +$7.86K +68 +3%
RF
1815
Rollins Financial
Georgia
$259K +$249K +2,151 New
OBWG
1816
Onyx Bridge Wealth Group
New York
$258K +$247K +2,140 New
ACA
1817
Atlas Capital Advisors
Wyoming
$257K – – –
APP
1818
Alpha Paradigm Partners
Illinois
$257K +$246K +2,132 New
RWA
1819
River Wealth Advisors
Pennsylvania
$256K -$149K -1,288 -38%
CWM
1820
Cranbrook Wealth Management
Michigan
$256K – – –
WWM
1821
Western Wealth Management
Colorado
$255K -$116K -1,005 -32%
LFA
1822
Legacy Financial Advisors
Kentucky
$255K -$91.4K -791 -27%
SLA
1823
Silver Lake Advisory
Utah
$255K – – –
WCM
1824
Wedge Capital Management
North Carolina
$255K +$1.04K +9 +0.4%
GSWM
1825
Golden State Wealth Management
California
$254K -$87.6K -758 -26%
71 72
73
74 75