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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
376
Wealthspire Advisors (New York)
New York
$20.7M +$3.12M +12,114 +21%
SIS
377
Sound Income Strategies
Florida
$20.6M -$3.75M -14,540 -17%
VA
378
Vident Advisory
Georgia
$20.6M -$4.45M -17,269 -20%
SCM
379
SKBA Capital Management
California
$20.5M -$3.03M -11,770 -14%
JMFC
380
J.M. Forbes & Co
Massachusetts
$20.5M +$22.2K +86 +0.1%
BCM
381
Bridgeway Capital Management
Texas
$20.5M +$17.9M +69,579 New
CM
382
Churchill Management
California
$20.3M -$70.8K -275 -0.4%
LCM
383
Logan Capital Management
Pennsylvania
$20.3M -$1.08M -4,192 -6%
FT
384
Fiduciary Trust
Massachusetts
$20M -$596K -2,314 -3%
GCM
385
Genus Capital Management
British Columbia, Canada
$19.9M -$1.51M -5,865 -8%
VV
386
Verity & Verity
South Carolina
$19.3M -$1.47M -5,695 -8%
EDRH
387
Edmond de Rothschild Holding
Switzerland
$19.3M +$1.7M +6,611 +11%
BFA
388
Bragg Financial Advisors
North Carolina
$19.2M -$437K -1,695 -3%
AHC
389
Adell Harriman & Carpenter
Texas
$19.2M +$140K +545 +0.8%
KCM
390
Kanawha Capital Management
Virginia
$19.1M +$254K +984 +2%
RCYC
391
Richard C. Young & Co
Rhode Island
$19M +$25.2K +98 +0.2%
LP
392
LMR Partners
United Kingdom
$19M +$16.6M +64,502 New
SWP
393
Stratos Wealth Partners
Ohio
$19M +$990K +3,843 +6%
MSU
394
Mizuho Securities USA
New York
$18.9M -$2.53M -9,803 -13%
IWA
395
IBEX Wealth Advisors
New Jersey
$18.9M -$1.28M -4,978 -7%
JC
396
Jacobs & Co
California
$18.8M -$506K -1,965 -3%
MCM
397
MAI Capital Management
Ohio
$18.8M +$127K +493 +0.8%
WPC
398
Waters Parkerson & Co
Louisiana
$18.8M -$14.2K -55 -0.1%
CIA
399
Capital Investment Advisors
Georgia
$18.7M -$170K -660 -1%
RCM
400
Radnor Capital Management
Pennsylvania
$18.6M -$75.2K -292 -0.5%
14 15
16
17 18