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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2076
AM Investment Strategies
Tennessee
$611K +$489 +2 +0.1%
CCA
2077
Childress Capital Advisors
Texas
$611K +$68.5K +280 +13%
DSN
2078
D. Scott Neal
Kentucky
$610K -$2.2K -9 -0.4%
BIA
2079
Bigelow Investment Advisors
Maine
$609K – – –
CC
2080
Centiva Capital
New York
$608K -$329K -1,347 -36%
BFA
2081
Brendel Financial Advisors
New Hampshire
$606K – – –
FOA
2082
Five Oceans Advisors
California
$606K +$489 +2 +0.1%
UAS
2083
United Asset Strategies
New York
$606K -$12.5K -51 -2%
FF
2084
Financial Futures
New Jersey
$605K +$734 +3 +0.1%
AFAS
2085
Acorn Financial Advisory Services
Virginia
$605K +$978 +4 +0.2%
PFG
2086
Prosperity Financial Group
California
$604K +$225K +921 +61%
TAM
2087
Trillium Asset Management
Massachusetts
$604K -$3.18K -13 -0.5%
MGAM
2088
McGowan Group Asset Management
Texas
$603K – – –
WFAG
2089
Wescott Financial Advisory Group
Pennsylvania
$602K +$14.4K +59 +2%
KOC
2090
Koss-Olinger Consulting
Florida
$602K +$592K +2,420 New
RHAM
2091
Round Hill Asset Management
California
$601K -$131K -535 -18%
OWP
2092
Obermeyer Wealth Partners
Colorado
$599K +$217K +886 +58%
FA
2093
Financial Advisors
Massachusetts
$599K +$12.2K +50 +2%
GFG
2094
Goldstone Financial Group
Illinois
$598K -$24K -98 -4%
AAP
2095
Aristotle Atlantic Partners
Florida
$597K – – –
MJRIC
2096
Mogy Joel R Investment Counsel
California
$597K – – –
PAM
2097
Peak Asset Management
Colorado
$597K +$73.1K +299 +14%
FFWM
2098
Future Financial Wealth Management
Ohio
$596K +$489 +2 +0.1%
SCM
2099
SOL Capital Management
Maryland
$595K -$15.9K -65 -3%
RIS
2100
Retirement Income Solutions
Michigan
$595K +$143K +584 +32%
82 83
84
85 86