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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTB
2126
Pioneer Trust Bank
Oregon
$245K – – –
RA
2127
Rational Advisors
New York
$245K +$249K +1,747 New
MFWP
2128
Mosaic Family Wealth Partners
Missouri
$245K +$427 +3 +0.2%
CWM
2129
Centric Wealth Management
Illinois
$244K +$142 +1 +0.1%
EIG
2130
Ellenbecker Investment Group
Wisconsin
$244K – – –
PCM
2131
Palisade Capital Management
New Jersey
$244K – – –
MIM
2132
Macroview Investment Management
Maryland
$243K +$171K +1,201 +225%
SCI
2133
Stableford Capital II
Arizona
$243K – – –
PSC
2134
Prentiss Smith & Co
Vermont
$242K – – –
TFP
2135
Triune Financial Partners
Kansas
$242K – – –
DWM
2136
Darwin Wealth Management
Florida
$241K -$8.54K -60 -3%
FFA
2137
Fortune Financial Advisors
Kansas
$241K – – –
AA
2138
Apriem Advisors
California
$240K +$14.2K +100 +6%
PFP
2139
Paragon Financial Partners
California
$240K – – –
FH
2140
FWG Holdings
Florida
$240K – – –
PWAG
2141
Polaris Wealth Advisory Group
California
$240K +$243K +1,708 New
FCP
2142
Fidelis Capital Partners
Florida
$239K +$243K +1,706 New
CAM
2143
Close Asset Management
United Kingdom
$239K +$35.6K +250 +17%
GSC
2144
Ground Swell Capital
South Carolina
$239K +$242K +1,701 New
WW
2145
Westshore Wealth
California
$239K -$171K -1,200 -41%
CJL
2146
Cyrus J. Lawrence
New York
$238K – – –
MWM
2147
Merriman Wealth Management
Washington
$238K -$85.4K -600 -26%
GFA
2148
Gallagher Fiduciary Advisors
Illinois
$238K +$241K +1,695 New
WHC
2149
Wulff, Hansen & Co
California
$238K – – –
CTA
2150
Colonial Trust Advisors
South Carolina
$237K -$36.1K -254 -13%
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