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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1901
Corbenic Partners
Pennsylvania
$56K +$49.6K +392 +286%
NG
1902
NWK Group
California
$55K – – –
EWM
1903
EPG Wealth Management
Georgia
$52K +$34.8K +275 +130%
AW
1904
Avion Wealth
Texas
$46K +$55K +435 New
WIM
1905
Westside Investment Management
California
$44.5K +$175K +1,386 New
BBA
1906
Braun-Bostich & Associates
Pennsylvania
$44K -$6.58K -52 -11%
HIM
1907
Hillsdale Investment Management
Ontario, Canada
$43K – – –
APW
1908
Acima Private Wealth
Virginia
$42K – – –
KC
1909
Knuff & Co
California
$42K – – –
LFG
1910
LifePlan Financial Group
Ohio
$40K +$13.3K +105 +39%
LF
1911
Lee Financial
Texas
$37K – – –
SIAP
1912
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K – – –
MIM
1913
Macroview Investment Management
Maryland
$36K – – –
AIM
1914
Arcadia Investment Management
Michigan
$32K +$9.86K +78 +35%
HFS
1915
HBC Financial Services
Washington
$31K +$13.3K +105 +50%
PCFFS
1916
Pacific Center for Financial Services
California
$30K -$27.2K -215 -43%
AJ
1917
Ashburton (Jersey)
Jersey
$30K – – –
SMG
1918
Spectrum Management Group
Indiana
$29K -$217K -1,717 -86%
SFPG
1919
Stonebridge Financial Planning Group
Florida
$29K -$10.1K -80 -24%
SFG
1920
Sowa Financial Group
Rhode Island
$28K -$13.4K -106 -29%
BAM
1921
Bellevue Asset Management
Washington
$28K – – –
AC
1922
AlphaCore Capital
California
$28K +$33.9K +268 New
LWA
1923
Lenox Wealth Advisors
New York
$27K -$4.68K -37 -13%
SQA
1924
Simon Quick Advisors
New Jersey
$23K -$20.6K -163 -43%
MFT
1925
Moisand Fitzgerald Tamayo
Florida
$23K +$14.4K +114 +109%
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77
78 79