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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1901
WealthOne
New York
$315K +$6.42K +48 +2%
AA
1902
Alta Advisers
United Kingdom
$315K – – –
AAP
1903
Aristotle Atlantic Partners
Florida
$315K – – –
FFWM
1904
Future Financial Wealth Management
Ohio
$314K +$1.34K +10 +0.4%
RP
1905
Rowlandmiller & Partners
Georgia
$314K +$13.4K +100 +4%
MLFP
1906
MPS Loria Financial Planners
Illinois
$314K -$11.5K -86 -3%
AL
1907
Arnhold LLC
New York
$314K -$8.36M -62,462 -96%
CGH
1908
CMG Global Holdings
Texas
$313K +$401 +3 +0.1%
OCBCO
1909
Oversea-Chinese Banking Corp (OCBC)
Singapore
$313K +$60.2K +450 +23%
CTB
1910
Country Trust Bank
Illinois
$312K -$58.2K -435 -15%
CCIA
1911
Campbell & Co Investment Adviser
Maryland
$312K +$318K +2,379 New
WWM
1912
Windsor Wealth Management
Indiana
$310K – – –
LIG
1913
Lokken Investment Group
Delaware
$310K +$29K +217 +10%
AO
1914
Advisor OS
Illinois
$310K +$87K +650 +38%
OC
1915
Oakworth Capital
Alabama
$308K -$6.69K -50 -2%
UWPG
1916
Ullmann Wealth Partners Group
Florida
$308K -$34.2K -256 -10%
CW
1917
CIC Wealth
Maryland
$307K -$110K -823 -26%
DWM
1918
Destination Wealth Management
California
$307K +$313K +2,342 New
MWA
1919
Monograph Wealth Advisors
California
$306K +$99.4K +743 +47%
MWM
1920
Mattern Wealth Management
Kansas
$305K – – –
TAM
1921
Tealwood Asset Management
Minnesota
$305K +$401 +3 +0.1%
ACA
1922
Affinity Capital Advisors
California
$305K -$12.8K -96 -4%
MCA
1923
MSH Capital Advisors
Arizona
$305K +$13.9K +104 +5%
AWM
1924
Atticus Wealth Management
Florida
$304K -$70.2K -525 -18%
BOS
1925
Bank of Stockton
California
$304K – – –
75 76
77
78 79