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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1876
Icon Wealth Partners
Texas
$60K +$63.2K +453 New
CWM
1877
Catamount Wealth Management
Connecticut
$58K -$29.3K -210 -33%
AOWM
1878
Alpha Omega Wealth Management
Virginia
$57K – – –
SHJ
1879
Sharkey, Howes & Javer
Colorado
$57K – – –
ST
1880
Sageworth Trust
Pennsylvania
$56K – – –
PWAG
1881
Polaris Wealth Advisory Group
California
$54K -$27.5K -197 -35%
APSP
1882
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K -$17.9K -128 -25%
LWS
1883
Lucia Wealth Services
California
$52K -$6.55K -47 -11%
MSFP
1884
Mark Sheptoff Financial Planning
Connecticut
$51K +$14.6K +105 +38%
SIAS
1885
Shine Investment Advisory Services
Colorado
$50K – – –
SIAP
1886
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$47K – – –
TA
1887
Townsend & Associates
Colorado
$47K +$697 +5 +1%
SWP
1888
Strategic Wealth Partners
Ohio
$46K +$16.6K +119 +53%
TCCM
1889
Timber Creek Capital Management
Massachusetts
$45K -$11.7K -84 -20%
LWM
1890
Lenox Wealth Management
Ohio
$45K -$2.37K -17 -5%
MCM
1891
Mainstay Capital Management
Michigan
$45K +$139 +1 +0.3%
TG
1892
TLP Group
Illinois
$44K -$8.93K -64 -16%
EAM
1893
Exane Asset Management
France
$42.2K +$44.1K +316 New
NSB
1894
Norway Savings Bank
Maine
$42K -$6K -43 -12%
AFIA
1895
America First Investment Advisors
Nebraska
$42K – – –
PAI
1896
Pittenger & Anderson Inc
Nebraska
$42K – – –
CAGAS
1897
Capital Advisory Group Advisory Services
Minnesota
$40K -$13.9K -100 -25%
MUS
1898
Mitsubishi UFJ Securities
Japan
$38K -$324K -2,323 -89%
BBA
1899
Braun-Bostich & Associates
Pennsylvania
$38K -$16.9K -121 -30%
WAM
1900
Watermark Asset Management
California
$36K +$3.07K +22 +9%
74 75
76
77 78