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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1901
Wealthcare Capital Management
Virginia
$66K +$637 +5 +1%
IWP
1902
Icon Wealth Partners
Texas
$65K +$61.6K +483 New
JPLA
1903
Joseph P. Lucia & Associates
New York
$59.5K +$55.3K +434 New
CAL
1904
Capital Advisors Ltd
Ohio
$59K – – –
NCM
1905
New Capital Management
Texas
$58K +$382 +3 +0.7%
AIM
1906
Assured Investment Management
New York
$57K -$9.22M -72,299 -99%
VLKIM
1907
Van Lanschot Kempen Investment Management
Netherlands
$57K +$53.5K +420 New
AIA
1908
Alera Investment Advisors
Illinois
$55K -$47.4K -372 -48%
WPA
1909
West Paces Advisors
Georgia
$54.6K – – –
APW
1910
Acima Private Wealth
Virginia
$54K – – –
APSP
1911
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K +$765 +6 +2%
BAM
1912
Baldrige Asset Management
Pennsylvania
$54K +$51K +400 New
KC
1913
Knuff & Co
California
$53K – – –
TFGT
1914
TS Financial Group (TSFG)
Illinois
$53K +$50.5K +396 New
TA
1915
Thor Advisors
New York
$50K +$46.8K +367 New
SIAP
1916
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$48K – – –
BCA
1917
Bray Capital Advisors
Florida
$47K +$29.6K +232 +200%
WF
1918
WealthTrust Fairport
Ohio
$44K -$35.4K -278 -46%
SCM
1919
Shelton Capital Management
Colorado
$43.7K -$5.1M -40,036 -86%
WCM
1920
WealthBridge Capital Management
Ohio
$43K +$8.16K +64 +24%
AFIA
1921
America First Investment Advisors
Nebraska
$42K – – –
IP
1922
Intellectus Partners
California
$42K – – –
MIM
1923
Macroview Investment Management
Maryland
$37K – – –
CAGAS
1924
Capital Advisory Group Advisory Services
Minnesota
$34K – – –
SWP
1925
Strategic Wealth Partners
Ohio
$33K -$13K -102 -30%
75 76
77
78 79