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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2401
Cypress Wealth Services
California
$241K +$10.6K +61 +5%
EWM
2402
Evermay Wealth Management
Virginia
$241K +$30.9K +178 +15%
PCMC
2403
Planning Capital Management Corporation
Pennsylvania
$241K +$1.39K +8 +0.6%
APS
2404
American Planning Services
Florida
$241K +$20.3K +117 +9%
LODC
2405
Lanham O'Dell & Company
West Virginia
$240K +$521 +3 +0.2%
NC
2406
NBW Capital
Massachusetts
$239K -$95.2K -548 -28%
STB
2407
S&T Bank
Pennsylvania
$239K – – –
AMG
2408
Asset Management Group
Connecticut
$239K +$2.26K +13 +1%
RWM
2409
Rockline Wealth Management
New York
$239K +$240K +1,381 New
NCM
2410
Nelson Capital Management
California
$239K -$2.61K -15 -1%
MSR
2411
Main Street Research
Connecticut
$238K +$2.08K +12 +0.9%
FRA
2412
Front Row Advisors
California
$238K – – –
SA
2413
Skyline Advisors
Washington
$238K +$1.74K +10 +0.7%
BCM
2414
Beck Capital Management
Texas
$237K -$10.9K -63 -4%
PA
2415
Pineridge Advisors
Missouri
$237K +$1.91K +11 +0.8%
IDBONY
2416
Israel Discount Bank of New York
New York
$236K -$217K -1,246 -48%
AT
2417
Avalon Trust
New Mexico
$235K – – –
EI
2418
Ellevest Inc
New York
$235K +$2.61K +15 +1%
KA
2419
Kooman & Associates
Pennsylvania
$235K +$348 +2 +0.1%
WCF
2420
West Coast Financial
California
$235K +$18.4K +106 +8%
AWP
2421
Abacus Wealth Partners
California
$234K +$8.34K +48 +4%
SC
2422
Schiavi & Co
Delaware
$234K – – –
NCM
2423
Noesis Capital Mangement
Florida
$233K +$234K +1,345 New
CP
2424
Canopy Partners
Ohio
$233K +$24.7K +142 +12%
MC
2425
Machina Capital
France
$232K +$233K +1,343 New
95 96
97
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