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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1876
First Foundation Advisors
California
$634K +$194K +987 +53%
AWM
1877
Aberdeen Wealth Management
Illinois
$632K -$19.6K -100 -3%
FBT
1878
First Bankers Trust
Kentucky
$631K – – –
DOA
1879
D'Orazio & Associates
Virginia
$629K +$784 +4 +0.1%
BLC
1880
Brown, Lisle/Cummings
Rhode Island
$629K -$6.27K -32 -1%
CMP
1881
Coston McIsaac & Partners
Maine
$628K +$319K +1,626 +134%
OCPWS
1882
One Charles Private Wealth Services
Massachusetts
$628K – – –
SI
1883
Seeds Investor
New York
$626K +$203K +1,037 +58%
AIP
1884
ARS Investment Partners
New York
$624K +$118K +600 +27%
GG
1885
Greenwood Gearhart
Arkansas
$622K +$1.76K +9 +0.3%
MFG
1886
Magnus Financial Group
New York
$622K +$1.76K +9 +0.3%
CGA
1887
Crescent Grove Advisors
Illinois
$622K – – –
KLCM
1888
KG&L Capital Management
Louisiana
$621K -$771K -3,934 -58%
RPGK
1889
Retirement Planning Group (Kansas)
Kansas
$618K +$548K +2,796 New
BCG
1890
Breakwater Capital Group
New Jersey
$615K -$33.3K -170 -6%
GIM
1891
Guardian Investment Management
California
$613K – – –
TWM
1892
Trueblood Wealth Management
Ohio
$612K +$19.6K +100 +4%
ACM
1893
Aljian Capital Management
Nevada
$611K +$542K +2,763 New
BIP
1894
Blueprint Investment Partners
North Carolina
$611K +$113K +574 +26%
SC
1895
Sapient Capital
Indiana
$608K +$4.9K +25 +0.9%
NAG
1896
Northstar Advisory Group
New Jersey
$608K -$8.04K -41 -1%
MAM
1897
MWA Asset Management
Massachusetts
$607K +$12.4K +63 +2%
FWI
1898
Facet Wealth Inc
Maryland
$604K +$63.7K +325 +13%
MLA
1899
MB, Levis & Associates
Pennsylvania
$603K -$43.7K -223 -8%
HA
1900
HFG Advisors
Ohio
$603K – – –
74 75
76
77 78