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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2201
Waterfront Wealth
Kansas
$631K +$258 +1 +0%
AA
2202
Apriem Advisors
California
$630K – – –
VMMC
2203
V.M. Manning & Co
South Carolina
$629K +$669K +2,597 New
VFG
2204
Victory Financial Group
Texas
$626K +$201K +782 +58%
FA
2205
Freestate Advisors
Kansas
$625K – – –
PB
2206
Pinnacle Bancorp
Nebraska
$625K – – –
C
2207
Certuity
Florida
$623K -$3.61K -14 -0.7%
VBA
2208
von Borstel & Associates
Oregon
$623K +$167K +649 +36%
FBFS
2209
First Business Financial Services
Wisconsin
$623K +$279K +1,083 +105%
SL
2210
Sentinus LLC
Illinois
$622K +$4.89K +19 +0.9%
MCA
2211
MSH Capital Advisors
Arizona
$621K -$9.02K -35 -2%
AFPL
2212
Advus Financial Partners, LLC
Florida
$620K +$25.2K +98 +5%
FWM
2213
ForthRight Wealth Management
Georgia
$620K +$322K +1,251 +147%
CMP
2214
Coston McIsaac & Partners
Maine
$617K -$95.8K -372 -15%
TCM
2215
Towercrest Capital Management
Pennsylvania
$615K -$258 -1 -0%
CWA
2216
Centerline Wealth Advisors
Kentucky
$615K +$515 +2 +0.1%
WAM
2217
WNY Asset Management
New York
$613K +$34.5K +134 +7%
AWMG
2218
Alliance Wealth Management Group
New Jersey
$613K – – –
MCCA
2219
Mill Creek Capital Advisors
Pennsylvania
$613K -$3.61K -14 -0.7%
MWPCG
2220
Measured Wealth Private Client Group
New Hampshire
$612K +$102K +394 +23%
LFG
2221
Lazard Frères Gestion
France
$612K – – –
MWM
2222
Marietta Wealth Management
Georgia
$612K – – –
GWM
2223
Gitterman Wealth Management
New Jersey
$610K -$611K -2,371 -53%
TAM
2224
Tealwood Asset Management
Minnesota
$610K – – –
FFG
2225
Fiduciary Financial Group
California
$609K +$30.1K +117 +6%
87 88
89
90 91