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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1901
Merriman Wealth Management
Washington
$280K +$263K +2,098 New
RWM
1902
Rockwood Wealth Management
Pennsylvania
$280K +$262K +2,092 New
EFA
1903
Evernest Financial Advisors
Indiana
$279K +$188K +1,498 New
CCM
1904
Crossvault Capital Management
Texas
$279K -$12K -96 -4%
B
1905
Brightworth
Georgia
$279K +$262K +2,087 New
PGAM
1906
Princeton Global Asset Management
New Jersey
$278K -$25.8K -206 -9%
TFA
1907
Teamwork Financial Advisors
Texas
$278K +$261K +2,078 New
EWP
1908
Engrave Wealth Partners
Texas
$277K -$52.7K -420 -17%
MWM
1909
Marietta Wealth Management
Georgia
$277K -$11.9K -95 -4%
HC
1910
Hamilton Capital
Ohio
$277K +$19.2K +153 +8%
OWM
1911
Opes Wealth Management
California
$276K +$259K +2,068 New
PP
1912
PFS Partners
New Jersey
$275K +$258K +2,058 New
AWM
1913
AllSquare Wealth Management
New York
$275K -$15.2K -121 -6%
SC
1914
Sepio Capital
Utah
$274K -$7.9K -63 -3%
AG
1915
Ascent Group
Virginia
$274K +$266K +2,117 New
SAI
1916
Systematic Alpha Investments
New Jersey
$273K -$2.9M -23,106 -92%
NFG
1917
Nadler Financial Group
Illinois
$273K +$11.4K +91 +5%
SG
1918
Stonnington Group
California
$272K -$156K -1,245 -38%
FFA
1919
Fragasso Financial Advisors
Pennsylvania
$272K -$112K -890 -30%
CAL
1920
Capital Analysts LLC
Pennsylvania
$272K -$111K -882 -30%
KCFA
1921
Key Client Fiduciary Advisors
New Jersey
$272K +$255K +2,036 New
MF
1922
Meridian Financial
Massachusetts
$272K +$255K +2,035 New
LFA
1923
Legacy Financial Advisors
Kentucky
$271K +$12.2K +97 +5%
AWS
1924
AJ Wealth Strategies
New York
$270K -$11.5K -92 -4%
MSR
1925
Main Street Research
Connecticut
$270K +$37.4K +298 +17%
75 76
77
78 79