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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1951
Wimmer Associates 1
California
$934K -$34K -135 -4%
PPW
1952
Pasadena Private Wealth
California
$934K +$70.5K +280 +9%
GWA
1953
Geometric Wealth Advisors
District of Columbia
$934K +$4.79K +19 +0.6%
TAFW
1954
Tred Avon Family Wealth
Maryland
$932K -$8.82K -35 -1%
AAB
1955
ABN AMRO Bank
Netherlands
$932K +$379K +1,504 +83%
VCM
1956
Virtue Capital Management
Tennessee
$931K +$208K +824 +33%
TWM
1957
Tripletail Wealth Management
Florida
$930K -$18.9K -75 -2%
HFRG
1958
Houlihan Financial Resource Group
Virginia
$930K -$24.4K -97 -3%
DACS
1959
Dymon Asia Capital (Singapore)
Singapore
$928K +$831K +3,300 New
SFG
1960
Stonebridge Financial Group
California
$927K +$831K +3,299 New
REMPR
1961
Roof Eidam Maycock Peralta (REMP)
California
$927K – – –
BWA
1962
BlueSky Wealth Advisors
North Carolina
$924K -$32.8K -130 -4%
BTW
1963
Boston Trust Walden
Massachusetts
$924K – – –
RZH
1964
Relyea Zuckerberg Hanson
Connecticut
$922K +$44.1K +175 +6%
CPA
1965
Cardiff Park Advisors
California
$921K +$252 +1 +0%
NCM
1966
Northside Capital Management
Oregon
$921K -$51.6K -205 -6%
WP
1967
WealthSpring Partners
California
$921K +$11.1K +44 +1%
BWM
1968
Blossom Wealth Management
California
$920K -$26.7K -106 -3%
BRM
1969
Boston Research & Management
Massachusetts
$917K – – –
BOH
1970
Bank of Hawaii
Hawaii
$916K +$282K +1,120 +52%
WC
1971
Whitney & Co
New York
$915K -$19.1K -76 -2%
VAM
1972
Vienna Asset Management
California
$915K +$820K +3,254 New
HAC
1973
Harbor Advisory Corp
New Hampshire
$910K – – –
GSIAS
1974
Garden State Investment Advisory Services
New Jersey
$909K +$545K +2,164 +203%
PWP
1975
Phillips Wealth Planners
Mississippi
$906K -$3.27K -13 -0.4%
77 78
79
80 81