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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMS
2126
Wealth Management Strategies
Pennsylvania
$504K +$510K +2,291 New
HCMT
2127
Highland Capital Management (Tennessee)
Tennessee
$503K +$89.1K +400 +21%
MBTD
2128
Mechanics Bank - Trust Department
California
$503K – – –
WCM
2129
Windsor Capital Management
Arizona
$503K -$58.4K -262 -10%
CWA
2130
CM Wealth Advisors
Ohio
$503K – – –
MWM
2131
Mosley Wealth Management
California
$502K +$40.5K +182 +9%
SAA
2132
Southeast Asset Advisors
Georgia
$502K – – –
NA
2133
Nautilus Advisors
California
$502K +$508K +2,282 New
RPWA
2134
Regent Peak Wealth Advisors
Georgia
$500K +$2.9K +13 +0.6%
FCM
2135
Fourpath Capital Management
Oklahoma
$499K -$51.2K -230 -9%
CPSAC
2136
Chas P. Smith & Associates (CPS)
Florida
$497K – – –
ES
2137
Eagle Strategies
New York
$497K -$891 -4 -0.2%
BWP
2138
Balboa Wealth Partners
Arizona
$497K -$37.6K -169 -7%
LMKC
2139
L.M. Kohn & Company
Ohio
$497K +$5.12K +23 +1%
FWA
2140
Flagship Wealth Advisors
Massachusetts
$497K +$503K +2,260 New
EAM
2141
Evanson Asset Management
California
$496K +$891 +4 +0.2%
NAS
2142
NWF Advisory Services
California
$495K +$104K +465 +26%
YCG
2143
Yeomans Consulting Group
Georgia
$495K +$2.45K +11 +0.5%
KW
2144
KWB Wealth
California
$495K -$6.24K -28 -1%
CIM
2145
Contravisory Investment Management
Massachusetts
$494K +$501K +2,248 New
QPBE
2146
Quintet Private Bank (Europe)
Luxembourg
$494K -$33.4K -150 -6%
LAS
2147
LWM Advisory Services
Florida
$493K +$133K +596 +36%
UAML
2148
US Asset Management LLC
Pennsylvania
$493K -$11.6K -52 -2%
FIM
2149
Fruth Investment Management
Texas
$493K – – –
HHAA
2150
Henry H. Armstrong Associates
Pennsylvania
$492K -$190K -855 -28%
84 85
86
87 88