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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1826
Spirit of America Management Corp
New York
$376K – – –
SPW
1827
Sonoma Private Wealth
California
$374K +$366K +2,651 New
SWA
1828
SOA Wealth Advisors
New York
$373K -$552 -4 -0.2%
WIM
1829
Warwick Investment Management
Texas
$372K +$138 +1 +0%
AIM
1830
Avity Investment Management
Connecticut
$372K – – –
PPWM
1831
Paragon Private Wealth Management
Kentucky
$371K +$90.5K +656 +33%
NCM
1832
Novare Capital Management
North Carolina
$370K -$231K -1,674 -39%
GCA
1833
Genesee Capital Advisors
New York
$369K -$4.69K -34 -1%
NFP
1834
NorthLanding Financial Partners
New York
$368K +$5.93K +43 +2%
LSIA
1835
LaSalle St. Investment Advisors
Illinois
$368K +$360K +2,613 New
TIA
1836
Tiemann Investment Advisors
California
$367K +$31K +225 +9%
SCFS
1837
S.C. Financial Services
Arizona
$367K +$32.1K +233 +10%
MHIC
1838
Marble Harbor Investment Counsel
Massachusetts
$367K – – –
UWPG
1839
Ullmann Wealth Partners Group
Florida
$367K -$29.1K -211 -7%
OIA
1840
Optimum Investment Advisors
Illinois
$366K – – –
CFFP
1841
Center for Financial Planning
Michigan
$365K +$13.8K +100 +4%
CCG
1842
Chatham Capital Group
Georgia
$365K – – –
JWBC
1843
J.W. Burns & Co
New York
$364K +$1.52K +11 +0.4%
SFP
1844
Sweet Financial Partners
Minnesota
$363K +$276 +2 +0.1%
SW
1845
SlateStone Wealth
Florida
$363K +$44.7K +324 +14%
UAML
1846
US Asset Management LLC
Pennsylvania
$362K +$354K +2,568 New
CS
1847
Cannell & Spears
New York
$361K -$10.1K -73 -3%
FSC
1848
Full Sail Capital
Oklahoma
$360K +$1.1K +8 +0.3%
BIA
1849
Bigelow Investment Advisors
Maine
$359K -$4.83K -35 -1%
TF
1850
TimeScale Financial
Massachusetts
$358K – – –
72 73
74
75 76