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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1876
Mattern Wealth Management
Kansas
$329K +$4.59K +34 +1%
RP
1877
Rowlandmiller & Partners
Georgia
$329K – – –
CB
1878
CNB Bank
Pennsylvania
$328K – – –
FPFS
1879
First Personal Financial Services
North Carolina
$328K – – –
PCM
1880
Palisade Capital Management
New Jersey
$327K – – –
HFG
1881
Heron Financial Group
New York
$325K -$31K -230 -9%
ACP
1882
Aviance Capital Partners
Florida
$325K – – –
PCM
1883
Prelude Capital Management
New York
$325K +$12.6K +93 +4%
MLFP
1884
MPS Loria Financial Planners
Illinois
$325K +$15K +111 +5%
CGH
1885
CMG Global Holdings
Texas
$323K +$405 +3 +0.1%
RDWM
1886
Red Door Wealth Management
Tennessee
$322K -$97.5K -722 -24%
VWA
1887
V Wealth Advisors
Kansas
$322K +$135 +1 +0%
NCM
1888
Novare Capital Management
North Carolina
$321K -$7.96K -59 -3%
CBT
1889
Central Bank & Trust
Kentucky
$321K +$3.64K +27 +1%
FIA
1890
Foundations Investment Advisors
Arizona
$321K +$57.8K +428 +23%
RCA
1891
Resonant Capital Advisors
Wisconsin
$321K +$99.7K +739 +48%
SFP
1892
Sterling Financial Planning
New Jersey
$320K – – –
TAM
1893
Tealwood Asset Management
Minnesota
$320K +$270 +2 +0.1%
VWM
1894
Venturi Wealth Management
Texas
$319K +$135 +1 +0%
WAAG
1895
Wealth Alliance Advisory Group
Kansas
$319K +$39K +289 +15%
FMTC
1896
Farmers & Merchants Trust Company
California
$318K – – –
SI
1897
Saxon Interests
Texas
$318K – – –
MWM
1898
Merriman Wealth Management
Washington
$317K +$8.64K +64 +3%
PWAG
1899
Polaris Wealth Advisory Group
California
$317K +$40.5K +300 +15%
CCM
1900
Crossvault Capital Management
Texas
$316K +$20.2K +150 +7%
74 75
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