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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
2726
Richardson Financial Services
Massachusetts
$201K – – –
ACC
2727
Acorn Creek Capital
Colorado
$201K +$178K +907 New
ACM
2728
Argent Capital Management
Missouri
$201K +$178K +907 New
FFC
2729
First Financial Corp
Indiana
$200K -$3.14K -16 -2%
CWM
2730
Cherrydale Wealth Management
New Jersey
$200K +$177K +905 New
HP
2731
Hilltop Partners
Indiana
$200K +$177K +905 New
AAMC
2732
Asset Allocation & Management Company
Illinois
$200K +$178K +906 New
FDP
2733
Financiere des Professionnels
Quebec, Canada
$199K +$176K +900 New
BL
2734
BFSG LLC
California
$196K – – –
CPA
2735
Clear Point Advisors
New York
$194K – – –
CTWM
2736
Cherry Tree Wealth Management
Minnesota
$189K – – –
WIM
2737
Westside Investment Management
California
$188K +$19.6K +100 +12%
CTA
2738
Colonial Trust Advisors
South Carolina
$188K +$14.7K +75 +10%
MAM
2739
Marquette Asset Management
Minnesota
$188K +$17.8K +91 +12%
BGAI
2740
Bruce G. Allen Investments
Colorado
$187K -$11.6K -59 -7%
TIAAOA
2741
Teachers Insurance & Annuity Association of America
New York
$185K +$164K +838 New
EPW
2742
Evergreen Private Wealth
Colorado
$185K – – –
MWM
2743
Mascoma Wealth Management
New Hampshire
$184K – – –
CWM
2744
Compass Wealth Management
Connecticut
$183K – – –
PWMG
2745
Private Wealth Management Group
New Jersey
$181K +$588 +3 +0.4%
BG
2746
Bollard Group
Massachusetts
$177K – – –
HI
2747
Hoey Investments
Pennsylvania
$172K – – –
SHIM
2748
Stone House Investment Management
Pennsylvania
$170K +$5.49K +28 +4%
HWM
2749
HighMark Wealth Management
Minnesota
$169K +$1.18K +6 +0.8%
FFA
2750
Fairfield Financial Advisors
Massachusetts
$166K -$588 -3 -0.4%
108 109
110
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