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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
2126
First Affirmative Financial Network
Colorado
$226K +$28.2K +211 +14%
CJL
2127
Cyrus J. Lawrence
New York
$226K +$35.9K +268 +18%
TFP
2128
Triune Financial Partners
Kansas
$226K – – –
HFS
2129
Howard Financial Services
Texas
$226K +$231K +1,723 New
BCMLT
2130
Beacon Capital Management LLC (Tennessee)
Tennessee
$225K +$15.9K +119 +7%
CPC
2131
Consolidated Planning Corp
Georgia
$224K +$228K +1,707 New
FH
2132
FWG Holdings
Florida
$224K -$1.07K -8 -0.5%
SIC
2133
Sterling Investment Counsel
New York
$222K -$24.8K -185 -10%
CHAM
2134
Clear Harbor Asset Management
Connecticut
$222K +$227K +1,697 New
WHC
2135
Wulff, Hansen & Co
California
$222K – – –
AMG
2136
Asset Management Group
Connecticut
$222K +$2.81K +21 +1%
NC
2137
NBW Capital
Massachusetts
$221K +$8.7K +65 +4%
CCA
2138
Cottonwood Capital Advisors
Utah
$221K -$268 -2 -0.1%
RG
2139
Renaissance Group
Kentucky
$221K – – –
EW
2140
Evoke Wealth
California
$220K +$7.89K +59 +4%
M
2141
MOTCO
Texas
$219K -$39.9K -298 -15%
GIP
2142
Greatmark Investment Partners
Georgia
$219K +$224K +1,672 New
EDRIA
2143
Edmonds Duncan Registered Investment Advisors
Kansas
$219K +$1.34K +10 +0.6%
CPWA
2144
Cerro Pacific Wealth Advisors
California
$219K +$2.94K +22 +1%
CWA
2145
Carolina Wealth Advisors
South Carolina
$218K – – –
MCM
2146
Morton Capital Management
California
$217K – – –
HS
2147
Horan Securities
United States
$217K -$3.35K -25 -1%
CWA
2148
CM Wealth Advisors
Ohio
$217K +$5.62K +42 +2%
PA
2149
PSI Advisors
Florida
$217K +$84K +628 +61%
KCM
2150
KRS Capital Management
Michigan
$217K +$221K +1,653 New
84 85
86
87 88