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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1951
Citizens Business Bank
California
$719K +$443K +1,810 +167%
NCM
1952
Novare Capital Management
North Carolina
$719K +$2.2K +9 +0.3%
WA
1953
Wealthstream Advisors
New York
$718K +$15.7K +64 +2%
MFC
1954
Morris Financial Concepts
South Carolina
$717K -$1.22K -5 -0.2%
HIC
1955
Harvey Investment Company
Kentucky
$717K – – –
DWAM
1956
Duncan Williams Asset Management
Tennessee
$716K +$8.56K +35 +1%
CHA
1957
Cooper/Haims Advisors
New York
$716K -$8.32K -34 -1%
PA
1958
Planning Alternatives
Michigan
$713K – – –
SC
1959
Sapient Capital
Indiana
$713K +$9.05K +37 +1%
BDFN
1960
Bond & Devick Financial Network
Minnesota
$712K -$61.2K -250 -8%
UWS
1961
Unique Wealth Strategies
Illinois
$712K +$42.6K +174 +6%
BWA
1962
BlueSky Wealth Advisors
North Carolina
$712K -$79K -323 -10%
3IP
1963
3Chopt Investment Partners
Virginia
$711K +$700K +2,860 New
SFSG
1964
Sound Financial Strategies Group
Mississippi
$711K -$350K -1,429 -33%
AWM
1965
Aberdeen Wealth Management
Illinois
$711K – – –
SAM
1966
Strategy Asset Managers
California
$709K +$698K +2,852 New
CHAM
1967
Clear Harbor Asset Management
Connecticut
$708K -$1.47K -6 -0.2%
QIM
1968
Quantitative Investment Management
Virginia
$707K -$2.03M -8,295 -74%
SSW
1969
Smith Shellnut Wilson
Mississippi
$707K +$28.6K +117 +4%
OCPWS
1970
One Charles Private Wealth Services
Massachusetts
$706K – – –
HCM
1971
Hengehold Capital Management
Ohio
$703K -$24.7K -101 -3%
FFO
1972
Fortitude Family Office
Arizona
$702K -$726K -2,970 -51%
TWP
1973
Tyche Wealth Partners
Texas
$700K -$60.7K -248 -8%
AB
1974
ANB Bank
Colorado
$700K +$15.7K +64 +2%
CGA
1975
Crescent Grove Advisors
Illinois
$700K – – –
77 78
79
80 81