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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1951
Intrua Financial
Texas
$649K -$82K -368 -11%
WIC
1952
Woodmont Investment Counsel
Tennessee
$648K +$75.1K +337 +13%
FFA
1953
First Foundation Advisors
California
$647K +$16.7K +75 +3%
SWA
1954
SOA Wealth Advisors
New York
$646K -$44.8K -201 -6%
PAS
1955
Professional Advisory Services
Florida
$645K – – –
HCM
1956
Hengehold Capital Management
Ohio
$644K -$6.46K -29 -1%
CWL
1957
Causey Wealth LLC
Colorado
$643K +$651K +2,923 New
APA
1958
Astoria Portfolio Advisors
New York
$640K -$16.7K -75 -2%
NRG
1959
Nemes Rush Group
Michigan
$640K +$17.1K +77 +3%
CHA
1960
Cooper/Haims Advisors
New York
$640K -$24.1K -108 -4%
KWM
1961
Kiker Wealth Management
Georgia
$638K +$646K +2,901 New
LKBC
1962
L.K. Benson & Company
Maryland
$638K +$646K +2,900 New
DIM
1963
DLK Investment Management
California
$636K – – –
MFC
1964
Morris Financial Concepts
South Carolina
$635K +$1.11K +5 +0.2%
HCMG
1965
Howard Capital Management Group
California
$634K – – –
HIC
1966
Harvey Investment Company
Kentucky
$634K – – –
NCM
1967
Novare Capital Management
North Carolina
$633K +$114K +511 +22%
QFA
1968
Quantum Financial Advisors
California
$633K – – –
PA
1969
Planning Alternatives
Michigan
$631K – – –
CBB
1970
Citizens Business Bank
California
$630K -$401K -1,799 -62%
RL
1971
Retireful LLC
Michigan
$629K +$637K +2,861 New
DOA
1972
D'Orazio & Associates
Virginia
$629K +$2.9K +13 +0.5%
AWM
1973
Aberdeen Wealth Management
Illinois
$628K – – –
SIP
1974
Stoneridge Investment Partners
Pennsylvania
$628K +$636K +2,857 New
FBT
1975
First Bankers Trust
Kentucky
$628K – – –
77 78
79
80 81