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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1801
Harvest Fund Management
China
$526K -$617K -3,553 -54%
RCA
1802
Resonant Capital Advisors
Wisconsin
$525K +$114K +657 +28%
HAC
1803
Harbor Advisory Corp
New Hampshire
$525K – – –
AAG
1804
Armstrong Advisory Group
Massachusetts
$524K +$35.4K +204 +7%
FNBSF
1805
First National Bank Sioux Falls
South Dakota
$523K – – –
B
1806
Bellecapital
Switzerland
$522K -$422K -2,431 -45%
WCAMG
1807
Woodard & Company Asset Management Group
North Carolina
$522K +$2.61K +15 +0.5%
TLP
1808
Trinity Legacy Partners
Texas
$521K – – –
APG
1809
Abacus Planning Group
South Carolina
$521K +$7.3K +42 +1%
SWA
1810
SOA Wealth Advisors
New York
$519K +$52.1K +300 +11%
LPT
1811
Legacy Private Trust
Wisconsin
$518K -$11.8K -68 -2%
AWA
1812
Amplius Wealth Advisors
Pennsylvania
$518K -$234K -1,349 -31%
NWA
1813
Navis Wealth Advisors
New York
$518K -$1.04K -6 -0.2%
LW
1814
Libra Wealth
California
$517K – – –
UWPG
1815
Ullmann Wealth Partners Group
Florida
$516K +$28.8K +166 +6%
MTC
1816
McDaniel Terry & Co
Texas
$516K -$15.5K -89 -3%
WFI
1817
West Family Investments
California
$516K -$3.13K -18 -0.6%
SRIM
1818
Saratoga Research & Investment Management
California
$513K -$5.39K -31 -1%
HFS
1819
Howard Financial Services
Texas
$513K +$2.43K +14 +0.5%
EAM
1820
Empirical Asset Management
Massachusetts
$512K +$50.7K +292 +11%
AWM
1821
Aberdeen Wealth Management
Illinois
$512K +$8.69K +50 +2%
BCG
1822
Breakwater Capital Group
New Jersey
$511K +$51.1K +294 +11%
MLA
1823
MB, Levis & Associates
Pennsylvania
$510K +$348 +2 +0.1%
FAFN
1824
First Affirmative Financial Network
Colorado
$510K +$15.6K +90 +3%
WFA
1825
WMG Financial Advisors
Tennessee
$509K +$37.5K +216 +8%
71 72
73
74 75