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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2151
Bernicke Wealth Management
Wisconsin
$751K -$9.32K -37 -1%
SOAMC
2152
Spirit of America Management Corp
New York
$750K – – –
CIC
2153
Chase Investment Counsel
Virginia
$750K – – –
AA
2154
Alesco Advisors
New York
$749K +$31.7K +126 +5%
CWM
2155
Chesapeake Wealth Management
Virginia
$748K -$54.2K -215 -7%
BFG
2156
Baron Financial Group
New Jersey
$748K -$504 -2 -0.1%
WF
2157
Wayfinding Financial
Washington
$748K +$4.79K +19 +0.7%
PWA
2158
Phoenix Wealth Advisors
North Carolina
$748K +$109K +434 +19%
CWA
2159
Crusonia Wealth Advisors
Colorado
$748K +$22.4K +89 +3%
AOWM
2160
Asset One Wealth Management
Washington
$748K -$33.8K -134 -4%
EWM
2161
Evermay Wealth Management
Virginia
$745K +$33.8K +134 +5%
FG
2162
Foster Group
Iowa
$745K +$14.4K +57 +2%
ACM
2163
Aljian Capital Management
Nevada
$745K +$2.52K +10 +0.4%
DAM
2164
Doheny Asset Management
California
$744K – – –
LF
2165
LifeSteps Financial
California
$743K +$267K +1,061 +67%
VWA
2166
VSM Wealth Advisory
Maryland
$741K -$17.1K -68 -3%
MCA
2167
MSH Capital Advisors
Arizona
$740K +$47.9K +190 +8%
SSW
2168
Smith Shellnut Wilson
Mississippi
$739K – – –
LAM
2169
Lifestyle Asset Management
Texas
$739K +$4.79K +19 +0.7%
SRIM
2170
Saratoga Research & Investment Management
California
$738K -$27.5K -109 -4%
EIA
2171
Eldridge Investment Advisors
New Hampshire
$737K – – –
LKBC
2172
L.K. Benson & Company
Maryland
$737K – – –
EGWAG
2173
Elwood & Goetz Wealth Advisory Group
Georgia
$737K +$16.4K +65 +3%
CIA
2174
Cape Investment Advisory
Georgia
$737K +$50.1K +199 +8%
TP
2175
TritonPoint Partners
Maryland
$736K +$660K +2,619 New
85 86
87
88 89