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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
2101
Stonehage Fleming Financial Services
Jersey
$92K – – –
SC
2102
Sierra Capital
Florida
$90K – – –
LJHT
2103
Laurie J. Hall Trustee
$89K – – –
ACM
2104
AUA Capital Management
Pennsylvania
$88K – – –
PVH
2105
Psagot Value Holdings
Israel
$88K +$85.9K +628 New
AWM
2106
Accel Wealth Management
Iowa
$87K +$14.2K +104 +20%
ARIS
2107
Advanced Research Investment Solutions
California
$86K – – –
AIM
2108
Arcadia Investment Management
Michigan
$86K – – –
SAM
2109
S.A. Mason
Michigan
$83K +$1.37K +10 +2%
CAM
2110
Close Asset Management
United Kingdom
$82K – – –
LWP
2111
Lumature Wealth Partners
Georgia
$82K +$13.1K +96 +20%
AWM
2112
Activest Wealth Management
Florida
$80K -$2.33K -17 -3%
FWM
2113
Filbrandt Wealth Management
Wisconsin
$80K +$410 +3 +0.5%
CAL
2114
Capital Advisors Ltd
Ohio
$80K +$23.8K +174 +44%
SL
2115
Savior LLC
Massachusetts
$79K – – –
PA
2116
Perennial Advisors
New York
$77K +$957 +7 +1%
RTC
2117
Riverview Trust Company
Washington
$75K – – –
MG
2118
MilWealth Group
Wisconsin
$74.6K – – –
AL
2119
ADE LLC
Maryland
$73K – – –
TFIPS
2120
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68.9K +$24.3K +178 +57%
AS
2121
Altshuler Shaham
Israel
$68K -$149K -1,087 -69%
SB
2122
Strategic Blueprint
Georgia
$67K +$65.6K +480 New
MFA
2123
McClarren Financial Advisors
Pennsylvania
$65K +$17.4K +127 +38%
WBC
2124
West Branch Capital
Massachusetts
$65K +$63.6K +465 New
PWMG
2125
Prestige Wealth Management Group
New Jersey
$64K +$1.5K +11 +2%
83 84
85
86 87