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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
2101
Fund Evaluation Group
Ohio
$207K +$207K +1,591 New
AIS
2102
AM Investment Strategies
Tennessee
$207K +$208K +1,592 New
GDP
2103
Great Diamond Partners
Maine
$206K -$8.48K -65 -4%
IF
2104
Integrity Financial
Wyoming
$206K – – –
RCG
2105
Resource Consulting Group
Florida
$206K – – –
BOM
2106
Bank of Marin
California
$205K -$42K -322 -17%
EFL
2107
ERn Financial LLC
Wisconsin
$205K -$2.22K -17 -1%
SCFS
2108
S.C. Financial Services
Arizona
$205K +$2.09K +16 +1%
SLA
2109
Silver Lake Advisory
Utah
$204K – – –
SCA
2110
Southern Capital Advisors
Tennessee
$203K -$5.09K -39 -2%
TP
2111
Tranquility Partners
Tennessee
$203K +$3.26K +25 +2%
VCM
2112
Vivaldi Capital Management
Illinois
$203K +$198K +1,522 New
RC
2113
Roundview Capital
New Jersey
$203K +$204K +1,562 New
SNB
2114
Security National Bank
Nebraska
$202K +$2.61K +20 +1%
SICM
2115
Sustainable Insight Capital Management
New York
$202K +$203K +1,557 New
RCA
2116
Riverview Capital Advisers
Massachusetts
$201K +$1.7K +13 +0.8%
CPWA
2117
Cerro Pacific Wealth Advisors
California
$201K -$5.61K -43 -3%
ABLA
2118
Alan B. Lancz & Associates
Ohio
$201K – – –
CFCI
2119
Comprehensive Financial Consultants Institutional
Indiana
$201K – – –
GKWIM
2120
Gerber Kawasaki Wealth & Investment Management
California
$201K +$3K +23 +2%
FPWM
2121
FSB Premier Wealth Management
Iowa
$201K +$16.6K +127 +9%
SPI
2122
Sutton Place Investors
New York
$201K +$190K +1,456 New
WLIM
2123
White Lighthouse Investment Management
Massachusetts
$201K +$202K +1,547 New
RCA
2124
Resonant Capital Advisors
Wisconsin
$200K +$200K +1,534 New
CAWM
2125
Capital Advisors Wealth Management
Washington
$200K +$201K +1,541 New
83 84
85
86 87