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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1851
Spectrum Financial Alliance
Kentucky
$100K +$105K +755 New
WF
1852
WealthTrust Fairport
Ohio
$93K -$40.7K -292 -30%
PCM
1853
Princeton Capital Management
New Jersey
$89K – – –
ACM
1854
AUA Capital Management
Pennsylvania
$84K – – –
NCM
1855
Northstar Capital Management
New York
$84K – – –
LWA
1856
Lenox Wealth Advisors
New York
$83K +$9.48K +68 +12%
BWL
1857
Bogart Wealth LLC
Virginia
$83K +$18.4K +132 +27%
LYV
1858
Live Your Vision
Pennsylvania
$82K – – –
OFW
1859
Omnia Family Wealth
Florida
$81K -$59.8K -429 -41%
PCFFS
1860
Pacific Center for Financial Services
California
$77K – – –
WPA
1861
West Paces Advisors
Georgia
$75K +$29.1K +209 +59%
JAM
1862
Jolley Asset Management
North Carolina
$75K -$10.9K -78 -12%
PCM
1863
Peak Capital Management
Colorado
$69K +$72.2K +518 New
RBC
1864
Roble Belko & Company
Pennsylvania
$68K – – –
TDC
1865
Thompson Davis & Co
Virginia
$67K -$19K -136 -21%
ABA
1866
American Beacon Advisors
Texas
$66K – – –
WCM
1867
Wealthcare Capital Management
Virginia
$65K +$4.88K +35 +8%
NCM
1868
New Capital Management
Texas
$64K +$418 +3 +0.6%
LA
1869
Legacy Advisors
Pennsylvania
$60K +$279 +2 +0.4%
IWP
1870
Icon Wealth Partners
Texas
$60K +$63.2K +453 New
CWM
1871
Catamount Wealth Management
Connecticut
$58K -$29.3K -210 -33%
CLM
1872
ClearBridge LLC (Maryland)
Maryland
$57.3K -$2.08M -14,904 -3%
AOWM
1873
Alpha Omega Wealth Management
Virginia
$57K – – –
SHJ
1874
Sharkey, Howes & Javer
Colorado
$57K – – –
ST
1875
Sageworth Trust
Pennsylvania
$56K – – –
73 74
75
76 77