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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1926
Veritas Investment Management
United Kingdom
$31K +$29.7K +220 New
FQ
1927
First Quadrant
California
$29K – – –
BL
1928
Balentine LLC
Georgia
$29K +$8.36K +62 +42%
LWA
1929
Lenox Wealth Advisors
New York
$28K +$9.04K +67 +50%
JWM
1930
Janiczek Wealth Management
Colorado
$26K – – –
TCCM
1931
Timber Creek Capital Management
Massachusetts
$25K – – –
SAM
1932
Shamrock Asset Management
Texas
$23K – – –
GWAG
1933
Garrett Wealth Advisory Group
Texas
$22.8K +$22.1K +164 New
CQS
1934
Credential Qtrade Securities
$22.1K – – –
RFWA
1935
RPg Family Wealth Advisory
Massachusetts
$21.8K – – –
NCM
1936
Next Capital Management
New York
$21K -$9.98K -74 -33%
HCM
1937
Horrell Capital Management
Arkansas
$20K – – –
MSFP
1938
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
MFT
1939
Moisand Fitzgerald Tamayo
Florida
$15K – – –
RWM
1940
Raffa Wealth Management
District of Columbia
$14.7K +$14.3K +106 New
FMP
1941
Financial Management Professionals
Texas
$14K – – –
AGA
1942
Accuvest Global Advisors
Utah
$13K -$396K -2,934 -97%
AM
1943
Atwater Malick
Pennsylvania
$12K +$11.3K +84 New
RWG
1944
Regal Wealth Group
California
$11K – – –
CRM
1945
Cramer Rosenthal McGlynn
Connecticut
$9K – – –
CA
1946
Crewe Advisors
Utah
$8K – – –
GC
1947
Globeflex Capital
California
$7K – – –
IF
1948
Ironwood Financial
Arizona
$7K – – –
LGWM
1949
Litman Gregory Wealth Management
California
$7K – – –
1NWS
1950
1 North Wealth Services
Maryland
$7K +$6.74K +50 New
76 77
78
79 80