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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1951
Builder Investment Group
Georgia
$473K – – –
DSN
1952
D. Scott Neal
Kentucky
$472K -$1.46K -8 -0.3%
QPWM
1953
Quadrant Private Wealth Management
Pennsylvania
$472K +$21.9K +120 +5%
S
1954
Sachetta
Massachusetts
$472K – – –
CT
1955
Coastline Trust
Rhode Island
$471K – – –
VFA
1956
Voya Financial Advisors
Connecticut
$470K +$39.4K +216 +10%
TCM
1957
Twin Capital Management
Pennsylvania
$470K -$709K -3,886 -61%
FF
1958
Francis Financial
$469K -$33.6K -184 -7%
NAG
1959
Northstar Advisory Group
New Jersey
$469K +$7.3K +40 +1%
MBTD
1960
Mechanics Bank - Trust Department
California
$469K +$448K +2,454 New
HFP
1961
Holistic Financial Partners
Indiana
$467K +$6.93K +38 +2%
ACM
1962
Armbruster Capital Management
New York
$467K – – –
SC
1963
Sinecera Capital
Texas
$467K +$547 +3 +0.1%
FWA
1964
FSM Wealth Advisors
Ohio
$466K +$7.12K +39 +2%
KNW
1965
Kesler Norman & Wride
Utah
$464K -$6.38K -35 -1%
UAML
1966
US Asset Management LLC
Pennsylvania
$462K -$8.94K -49 -2%
AAG
1967
Armstrong Advisory Group
Massachusetts
$462K – – –
AFAS
1968
Acorn Financial Advisory Services
Virginia
$461K -$126K -689 -22%
UAS
1969
United Asset Strategies
New York
$461K -$547 -3 -0.1%
BCMLT
1970
Beacon Capital Management LLC (Tennessee)
Tennessee
$460K +$129K +708 +42%
TCBWMS
1971
Texas Capital Bank Wealth Management Services
Texas
$460K – – –
CWP
1972
CFM Wealth Partners
Texas
$460K -$131K -717 -23%
WIC
1973
Woodmont Investment Counsel
Tennessee
$460K -$2.74K -15 -0.6%
SL
1974
Summitry LLC
California
$460K +$19.9K +109 +5%
PWP
1975
Private Wealth Partners
California
$458K -$167K -918 -28%
77 78
79
80 81