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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
2076
Renaissance Group
Kentucky
$250K +$24.3K +188 +11%
PA
2077
PSI Advisors
Florida
$250K +$27.6K +214 +13%
EFG
2078
Ethos Financial Group
Pennsylvania
$250K – – –
FH
2079
FWG Holdings
Florida
$250K – – –
HWM
2080
Horizon Wealth Management
Illinois
$250K +$2.71K +21 +1%
PCI
2081
Planning Center Inc
Illinois
$249K +$8.52K +66 +4%
HCMT
2082
Highland Capital Management (Tennessee)
Tennessee
$249K -$228K -1,770 -49%
RRC
2083
Relaxing Retirement Coach
Massachusetts
$249K – – –
SAMT
2084
Select Asset Management & Trust
Pennsylvania
$248K -$27.1K -210 -10%
MRCM
2085
M&R Capital Management
New Jersey
$247K -$3.23K -25 -1%
SMA
2086
Seven Mile Advisory
New Jersey
$247K +$238K +1,842 New
WIC
2087
Woodmont Investment Counsel
Tennessee
$246K +$238K +1,842 New
FPCG
2088
Fort Pitt Capital Group
Pennsylvania
$246K -$132K -1,025 -36%
CBT
2089
Central Bank & Trust
Kentucky
$246K -$22.8K -177 -9%
BBNA
2090
Bremer Bank National Association
Minnesota
$245K +$1.03K +8 +0.4%
BFS
2091
Beacon Financial Strategies
North Carolina
$244K – – –
EFL
2092
ERn Financial LLC
Wisconsin
$244K +$1.03K +8 +0.4%
MIM
2093
Miller Investment Management
Pennsylvania
$244K – – –
HFA
2094
High Falls Advisors
New York
$243K +$903 +7 +0.4%
BWA
2095
Blodgett Wealth Advisors
California
$243K -$12.9K -100 -5%
SCI
2096
Stableford Capital II
Arizona
$242K +$218K +1,690 New
EAM
2097
Evanson Asset Management
California
$241K +$9.16K +71 +4%
RPA
2098
Rock Point Advisors
Vermont
$241K -$1.29K -10 -0.6%
MCCA
2099
Mill Creek Capital Advisors
Pennsylvania
$241K +$232K +1,800 New
CFD
2100
Creative Financial Designs
Indiana
$241K +$7.36K +57 +3%
82 83
84
85 86