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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1826
Allstate Corporation
Illinois
$566K – – –
BCP
1827
Berkeley Capital Partners
Georgia
$566K +$540K +2,962 New
HFS
1828
Howard Financial Services
Texas
$563K -$1.46K -8 -0.3%
MLA
1829
MB, Levis & Associates
Pennsylvania
$563K +$365 +2 +0.1%
NRG
1830
Nemes Rush Group
Michigan
$561K -$16.1K -88 -3%
PAS
1831
Professional Advisory Services
Florida
$560K – – –
HNB
1832
Hilltop National Bank
Wyoming
$560K +$535K +2,930 New
OWA
1833
Opal Wealth Advisors
New York
$558K -$71.1K -390 -12%
SCA
1834
Sandy Cove Advisors
Massachusetts
$558K -$16.2K -89 -3%
FBT
1835
First Bankers Trust
Kentucky
$557K +$74.8K +410 +16%
AWM
1836
Aberdeen Wealth Management
Illinois
$556K – – –
HB
1837
HTLF Bank
Colorado
$555K +$1.64K +9 +0.3%
KIG
1838
Kennedy Investment Group
New Jersey
$554K -$38.9K -213 -7%
CHA
1839
Cooper/Haims Advisors
New York
$553K – – –
LFG
1840
Larson Financial Group
Missouri
$553K +$89.6K +491 +20%
DIM
1841
DLK Investment Management
California
$553K -$18.2K -100 -3%
RAG
1842
RIA Advisory Group
Iowa
$552K +$528K +2,893 New
UAG
1843
United Advisor Group
Ohio
$552K -$36.9K -202 -7%
FTWA
1844
Fifth Third Wealth Advisors
Ohio
$552K +$296K +1,621 +128%
MFC
1845
Morris Financial Concepts
South Carolina
$551K +$2.37K +13 +0.5%
HIC
1846
Harvey Investment Company
Kentucky
$550K -$9.12K -50 -2%
OCM
1847
Orion Capital Management
California
$550K – – –
OC
1848
Opinicus Capital
Florida
$550K -$18.4K -101 -3%
TC
1849
Truvestments Capital
Florida
$550K -$81.7K -448 -13%
KS
1850
Karpas Strategies
Connecticut
$549K +$547 +3 +0.1%
72 73
74
75 76