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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DG
1826
DMC Group
Alabama
$477K -$19.8K -131 -4%
AWM
1827
Aberdeen Wealth Management
Illinois
$476K – – –
SEC
1828
Seven Eight Capital
New York
$476K +$439K +2,908 New
BOS
1829
Bank of Stockton
California
$475K +$69.7K +461 +20%
SC
1830
Sepio Capital
Utah
$475K +$133K +879 +43%
HB
1831
HTLF Bank
Colorado
$474K +$438K +2,897 New
CHA
1832
Cooper/Haims Advisors
New York
$474K -$18.1K -120 -4%
WIM
1833
Warwick Investment Management
Texas
$473K +$37K +245 +9%
TW
1834
TritonPoint Wealth
Maryland
$473K +$437K +2,890 New
GG
1835
Greenwood Gearhart
Arkansas
$472K -$60.1K -398 -12%
S
1836
Sachetta
Massachusetts
$472K +$436K +2,886 New
CRI
1837
Colonial River Investments
Virginia
$471K -$278K -1,839 -39%
OCM
1838
Orion Capital Management
California
$471K -$45.3K -300 -9%
MFC
1839
Morris Financial Concepts
South Carolina
$470K – – –
KS
1840
Karpas Strategies
Connecticut
$469K +$756 +5 +0.2%
PA
1841
Planning Alternatives
Michigan
$469K -$13.6K -90 -3%
SMC
1842
Smith, Moore & Co
Missouri
$468K -$141K -934 -25%
BCM
1843
BlueCrest Capital Management
Jersey
$468K -$236K -1,564 -35%
IGWM
1844
ICA Group Wealth Management
Colorado
$467K +$61.2K +405 +17%
ACM
1845
Ategra Capital Management
Virginia
$467K -$306K -2,028 -42%
OHWA
1846
Oak Hill Wealth Advisors
Virginia
$465K -$1.81K -12 -0.4%
OCPWS
1847
One Charles Private Wealth Services
Massachusetts
$464K – – –
DOA
1848
D'Orazio & Associates
Virginia
$463K -$33.5K -222 -7%
JWWM
1849
Johnson & White Wealth Management
Pennsylvania
$462K +$427K +2,823 New
AAG
1850
Armstrong Advisory Group
Massachusetts
$462K +$151 +1 +0%
72 73
74
75 76