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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1876
Liberty Wealth Management
California
$90K -$60.5K -475 -42%
RTC
1877
Riverview Trust Company
Washington
$90K -$24.9K -195 -23%
SFFS
1878
Stonehage Fleming Financial Services
Jersey
$89K -$12K -94 -12%
1IA
1879
1834 Investment Advisors
Wisconsin
$89K -$3.06K -24 -4%
IUHSA
1880
Itau Unibanco Holding S.A.
Brazil
$89K – – –
TAIM
1881
TD Ameritrade Investment Management
Nebraska
$89K +$26.8K +210 +47%
FPB
1882
First PREMIER Bank
South Dakota
$88K – – –
PCIA
1883
Prime Capital Investment Advisors
Kansas
$88K +$83.6K +656 New
OWA
1884
One Wealth Advisors
California
$87K +$82.2K +645 New
ACM
1885
AUA Capital Management
Pennsylvania
$85K – – –
NCM
1886
Northstar Capital Management
New York
$85K – – –
OFW
1887
Omnia Family Wealth
Florida
$85K – – –
HIIFS
1888
Harel Insurance Investments & Financial Services
Israel
$85K +$80.1K +628 New
JIP
1889
JBJ Investment Partners
South Carolina
$82K +$77.2K +606 New
EWM
1890
Edge Wealth Management
New York
$81K +$255 +2 +0.3%
LYV
1891
Live Your Vision
Pennsylvania
$79K – – –
PCM
1892
Princeton Capital Management
New Jersey
$79K – – –
PCFFS
1893
Pacific Center for Financial Services
California
$78K – – –
PAM
1894
Paradigm Asset Management
New York
$77.6K -$6.76K -53 -8%
MG
1895
MilWealth Group
Wisconsin
$71.8K – – –
BBA
1896
Braun-Bostich & Associates
Pennsylvania
$69K – – –
SL
1897
Salomon & Ludwin
Virginia
$69K – – –
PWMG
1898
Prestige Wealth Management Group
New Jersey
$67K -$115K -904 -65%
LWM
1899
Lenox Wealth Management
Ohio
$67K +$30K +235 +89%
LWS
1900
Lucia Wealth Services
California
$67K +$39.4K +309 +163%
74 75
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