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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1876
One Wealth Advisors
California
$87K +$82.2K +645 New
ACM
1877
AUA Capital Management
Pennsylvania
$85K – – –
NCM
1878
Northstar Capital Management
New York
$85K – – –
OFW
1879
Omnia Family Wealth
Florida
$85K – – –
HIIFS
1880
Harel Insurance Investments & Financial Services
Israel
$85K +$80.1K +628 New
JIP
1881
JBJ Investment Partners
South Carolina
$82K +$77.2K +606 New
EWM
1882
Edge Wealth Management
New York
$81K +$255 +2 +0.3%
LYV
1883
Live Your Vision
Pennsylvania
$79K – – –
PCM
1884
Princeton Capital Management
New Jersey
$79K – – –
PCFFS
1885
Pacific Center for Financial Services
California
$78K – – –
PAM
1886
Paradigm Asset Management
New York
$77.6K -$6.76K -53 -8%
MG
1887
MilWealth Group
Wisconsin
$71.8K – – –
BBA
1888
Braun-Bostich & Associates
Pennsylvania
$69K – – –
SL
1889
Salomon & Ludwin
Virginia
$69K – – –
PWMG
1890
Prestige Wealth Management Group
New Jersey
$67K -$115K -904 -65%
LWM
1891
Lenox Wealth Management
Ohio
$67K +$30K +235 +89%
LWS
1892
Lucia Wealth Services
California
$67K +$39.4K +309 +163%
WCM
1893
Wealthcare Capital Management
Virginia
$66K +$637 +5 +1%
IWP
1894
Icon Wealth Partners
Texas
$65K +$61.6K +483 New
CAL
1895
Capital Advisors Ltd
Ohio
$59K – – –
NCM
1896
New Capital Management
Texas
$58K +$382 +3 +0.7%
AIM
1897
Assured Investment Management
New York
$57K -$9.22M -72,299 -99%
VLKIM
1898
Van Lanschot Kempen Investment Management
Netherlands
$57K +$53.5K +420 New
AIA
1899
Alera Investment Advisors
Illinois
$55K -$47.4K -372 -48%
WPA
1900
West Paces Advisors
Georgia
$54.6K – – –
74 75
76
77 78