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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
1801
626 Financial
Michigan
$373K – – –
PFBT
1802
Parkside Financial Bank & Trust
Missouri
$372K -$30.4K -227 -7%
OHWA
1803
Oak Hill Wealth Advisors
Virginia
$372K -$83.9K -627 -18%
MWM
1804
Mascoma Wealth Management
New Hampshire
$372K +$6.82K +51 +2%
CWM
1805
Chesapeake Wealth Management
Virginia
$372K -$22.7K -170 -6%
GD
1806
Grandfield & Dodd
New York
$371K -$34K -254 -8%
JSL
1807
JT Stratford LLC
Georgia
$371K +$55.7K +416 +17%
SMA
1808
Sage Mountain Advisors
Georgia
$371K +$379K +2,831 New
BIA
1809
Benchmark Investment Advisors
Illinois
$370K -$39.7K -297 -10%
FIM
1810
Fruth Investment Management
Texas
$369K – – –
NAG
1811
Northstar Advisory Group
New Jersey
$366K -$21.1K -158 -5%
IGWM
1812
ICA Group Wealth Management
Colorado
$364K +$48.6K +363 +15%
BWM
1813
BerganKDV Wealth Management
Minnesota
$364K -$161K -1,206 -30%
VWA
1814
Visionary Wealth Advisors
Illinois
$363K -$19.5K -146 -5%
HCMG
1815
Howard Capital Management Group
California
$362K +$122K +910 +49%
HC
1816
Hamilton Capital
Ohio
$362K -$9.23K -69 -2%
OIA
1817
Optimum Investment Advisors
Illinois
$361K +$21.7K +162 +6%
BLC
1818
Brown, Lisle/Cummings
Rhode Island
$360K – – –
CIM
1819
Contravisory Investment Management
Massachusetts
$360K +$2.81K +21 +0.8%
WCG
1820
Weaver Consulting Group
California
$359K -$73.6K -550 -17%
ACM
1821
Advance Capital Management
Michigan
$357K – – –
PRWA
1822
Platte River Wealth Advisors
Colorado
$357K – – –
IAS
1823
IMA Advisory Services
Colorado
$357K – – –
AA
1824
Aire Advisors
California
$356K -$13.1K -98 -3%
SIM
1825
Stratos Investment Management
Ohio
$356K -$1.26M -9,399 -78%
71 72
73
74 75