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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
2051
Thompson Davis & Co
Virginia
$251K +$240K +1,776 New
SFS
2052
Security Financial Services
Indiana
$250K – – –
TWM
2053
Triton Wealth Management
Arizona
$250K – – –
ECAM
2054
East Coast Asset Management
Massachusetts
$249K – – –
SC
2055
Schubert & Co
Texas
$249K +$9.72K +72 +4%
HHGA
2056
Halbert Hargrove Global Advisors
California
$249K +$238K +1,762 New
WA
2057
Wealthstream Advisors
New York
$248K -$82.5K -611 -26%
PCMC
2058
Private Capital Management (Colorado)
Colorado
$248K – – –
GCA
2059
Gradient Capital Advisors
California
$248K +$675 +5 +0.3%
MCP
2060
Mirador Capital Partners
California
$248K +$2.02K +15 +0.9%
JSL
2061
JT Stratford LLC
Georgia
$248K +$18.5K +137 +8%
CWM
2062
Castle Wealth Management
Florida
$248K +$237K +1,756 New
SFS
2063
Stiles Financial Services
Minnesota
$247K +$1.89K +14 +0.8%
EFL
2064
ERn Financial LLC
Wisconsin
$246K +$22.3K +165 +10%
FA
2065
Financial Advisors
Massachusetts
$245K – – –
PFP
2066
Paragon Financial Partners
California
$245K – – –
PP
2067
Pegasus Partners
Wisconsin
$244K +$9.45K +70 +4%
CGFA
2068
Colton Groome Financial Advisors
North Carolina
$244K +$233K +1,725 New
FBFS
2069
First Business Financial Services
Wisconsin
$244K +$233K +1,728 New
TFP
2070
Triune Financial Partners
Kansas
$243K – – –
CWG
2071
Cornerstone Wealth Group
North Carolina
$243K -$2.97K -22 -1%
RG
2072
Renaissance Group
Kentucky
$243K +$14.2K +105 +6%
SC
2073
Sierra Capital
Florida
$242K +$148K +1,100 +179%
CCA
2074
Cottonwood Capital Advisors
Utah
$240K -$1.49K -11 -0.6%
CWM
2075
CCG Wealth Management
California
$240K -$405 -3 -0.2%
81 82
83
84 85