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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1951
Morris Financial Concepts
South Carolina
$717K -$1.22K -5 -0.2%
HIC
1952
Harvey Investment Company
Kentucky
$717K – – –
DWAM
1953
Duncan Williams Asset Management
Tennessee
$716K +$8.56K +35 +1%
CHA
1954
Cooper/Haims Advisors
New York
$716K -$8.32K -34 -1%
PA
1955
Planning Alternatives
Michigan
$713K – – –
SC
1956
Sapient Capital
Indiana
$713K +$9.05K +37 +1%
BDFN
1957
Bond & Devick Financial Network
Minnesota
$712K -$61.2K -250 -8%
UWS
1958
Unique Wealth Strategies
Illinois
$712K +$42.6K +174 +6%
BWA
1959
BlueSky Wealth Advisors
North Carolina
$712K -$79K -323 -10%
3IP
1960
3Chopt Investment Partners
Virginia
$711K +$700K +2,860 New
SFSG
1961
Sound Financial Strategies Group
Mississippi
$711K -$350K -1,429 -33%
AWM
1962
Aberdeen Wealth Management
Illinois
$711K – – –
SAM
1963
Strategy Asset Managers
California
$709K +$698K +2,852 New
CHAM
1964
Clear Harbor Asset Management
Connecticut
$708K -$1.47K -6 -0.2%
QIM
1965
Quantitative Investment Management
Virginia
$707K -$2.03M -8,295 -74%
SSW
1966
Smith Shellnut Wilson
Mississippi
$707K +$28.6K +117 +4%
OCPWS
1967
One Charles Private Wealth Services
Massachusetts
$706K – – –
HCM
1968
Hengehold Capital Management
Ohio
$703K -$24.7K -101 -3%
FFO
1969
Fortitude Family Office
Arizona
$702K -$726K -2,970 -51%
TWP
1970
Tyche Wealth Partners
Texas
$700K -$60.7K -248 -8%
AB
1971
ANB Bank
Colorado
$700K +$15.7K +64 +2%
CGA
1972
Crescent Grove Advisors
Illinois
$700K – – –
SC
1973
Sawyer & Company
Massachusetts
$694K -$111K -452 -14%
HCMT
1974
Highland Capital Management (Tennessee)
Tennessee
$694K +$123K +501 +22%
CWM
1975
Circle Wealth Management
New Jersey
$693K +$682K +2,788 New
77 78
79
80 81