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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1926
Relyea Zuckerberg Hanson
Connecticut
$890K +$199K +774 +34%
OCPWS
1927
One Charles Private Wealth Services
Massachusetts
$889K +$45.3K +176 +6%
CFFP
1928
Center for Financial Planning
Michigan
$889K +$24.5K +95 +3%
WKWM
1929
Walter & Keenan Wealth Management
Indiana
$888K -$174K -677 -18%
DW30
1930
Drucker Wealth 3.0
New Jersey
$887K +$239K +928 +44%
KLWA
1931
Kelly Lawrence W & Associates
California
$887K – – –
OPCM
1932
Osborne Partners Capital Management
California
$886K -$113K -439 -13%
LI
1933
LVZ Inc
Michigan
$885K – – –
AGP
1934
Autumn Glory Partners
Texas
$884K – – –
JWBC
1935
J.W. Burns & Co
New York
$883K -$11.6K -45 -1%
NWA
1936
Navis Wealth Advisors
New York
$882K – – –
ETS
1937
ESL Trust Services
New York
$880K -$7.73K -30 -1%
MTC
1938
McDaniel Terry & Co
Texas
$880K -$3.87K -15 -0.5%
SFGP
1939
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$880K +$5.93K +23 +0.8%
FH
1940
FWG Holdings
Florida
$879K +$35.3K +137 +4%
DOA
1941
D'Orazio & Associates
Virginia
$877K +$11.1K +43 +1%
WWM
1942
WJ Wealth Management
Arizona
$877K +$766K +2,974 New
EGA
1943
E&G Advisors
Texas
$875K -$51.5K -200 -6%
SAW
1944
Signal Advisors Wealth
Michigan
$874K +$213K +828 +39%
FSC
1945
Full Sail Capital
Oklahoma
$873K -$1.8K -7 -0.2%
NAS
1946
NWF Advisory Services
California
$872K -$3.61K -14 -0.5%
SFSG
1947
Sound Financial Strategies Group
Mississippi
$871K +$24.7K +96 +3%
RP
1948
Rowlandmiller & Partners
Georgia
$868K -$36.1K -140 -5%
KCM
1949
Kathmere Capital Management
Pennsylvania
$866K +$113K +437 +17%
PAS
1950
Professional Advisory Services
Florida
$865K – – –
76 77
78
79 80