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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2101
Chesapeake Wealth Management
Virginia
$517K -$2K -9 -0.4%
SEP
2102
Southland Equity Partners
Missouri
$517K +$33.6K +151 +7%
RWM
2103
Rench Wealth Management
Texas
$517K +$18.5K +83 +4%
III
2104
Independent Investors Inc
New York
$517K – – –
HB
2105
HTLF Bank
Colorado
$515K – – –
RCI
2106
RS Crum Inc
California
$513K +$3.12K +14 +0.6%
RC
2107
Roundview Capital
New Jersey
$513K +$53.9K +242 +12%
FSA
2108
Financial Security Advisor
Virginia
$512K -$8.02K -36 -2%
FMTC
2109
Farmers & Merchants Trust Company
California
$512K +$11.4K +51 +2%
SC
2110
Saturna Capital
Washington
$511K +$44.8K +201 +9%
LWA
2111
Lineweaver Wealth Advisors
Ohio
$511K +$891 +4 +0.2%
CC
2112
Cadinha & Co
Hawaii
$510K -$44.5K -200 -8%
WCFA
2113
Walkner Condon Financial Advisors
Wisconsin
$510K -$27.8K -125 -5%
WGC
2114
Watts Gwilliam & Co
Arizona
$509K +$1.11K +5 +0.2%
KWMG
2115
King Wealth Management Group
Florida
$509K -$279K -1,253 -35%
HWM
2116
Hemington Wealth Management
Virginia
$509K +$36.3K +163 +8%
PMSA
2117
Patrick M. Sweeney & Associates
Illinois
$509K +$1.11K +5 +0.2%
AWM
2118
Ariadne Wealth Management
California
$508K +$54.1K +243 +14%
WBC
2119
West Branch Capital
Massachusetts
$507K +$310K +1,390 +152%
TF
2120
Talbot Financial
Washington
$506K -$9.58K -43 -2%
SFC
2121
SYM Financial Corp
Indiana
$505K +$110K +496 +28%
OC
2122
Oakworth Capital
Alabama
$505K +$223 +1 +0%
CWM
2123
Centric Wealth Management
Illinois
$504K – – –
WP
2124
WealthShield Partners
North Carolina
$504K -$46.8K -210 -8%
WMS
2125
Wealth Management Strategies
Pennsylvania
$504K +$510K +2,291 New
83 84
85
86 87