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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
501
ARS Wealth Advisors Group
Florida
$7.34M -$141K -814 -2%
LFAS
502
Level Four Advisory Services
Texas
$7.33M -$1.67M -9,606 -18%
IWA
503
IBEX Wealth Advisors
New Jersey
$7.33M +$2.43M +13,986 +49%
WAM
504
Winslow Asset Management
Ohio
$7.31M +$348K +2,003 +5%
TA
505
Tectonic Advisors
Texas
$7.28M +$795K +4,577 +12%
CA
506
Clearstead Advisors
Ohio
$7.28M +$4.56M +26,267 +166%
IIM
507
Intact Investment Management
Quebec, Canada
$7.23M -$3.21M -18,500 -31%
IEFM
508
IQ EQ Fund Management
Ireland
$7.22M +$643K +3,700 +10%
CCM
509
Channing Capital Management
Illinois
$7.22M +$3.43M +19,754 +90%
MCM
510
Marathon Capital Management
Maryland
$7.22M -$20.7K -119 -0.3%
UM
511
UniSuper Management
Australia
$7.19M +$4.2M +24,186 +139%
AC
512
Addenda Capital
Quebec, Canada
$7.17M -$1.22K -7 -0%
SFI
513
Susquehanna Fundamental Investments
Pennsylvania
$7.16M +$7.19M +41,400 New
NRS
514
Neville Rodie & Shaw
New York
$7.15M +$2.06M +11,874 +40%
WT
515
Whittier Trust
California
$7.15M -$723K -4,160 -9%
MS
516
Maven Securities
Jersey
$7.14M +$258K +1,482 +4%
PGA
517
Portland Global Advisors
Maine
$7.13M +$268K +1,545 +4%
WIM
518
WealthPlan Investment Management
Nebraska
$7.09M -$234K -1,347 -3%
N
519
Natixis
France
$7.05M -$39.4M -226,739 -85%
AMG
520
Advisors Management Group
Wisconsin
$6.98M -$1.2M -6,922 -15%
CCIA
521
Cherry Creek Investment Advisors
Colorado
$6.97M -$88.3K -508 -1%
IC
522
IEQ Capital
California
$6.97M +$626K +3,600 +10%
SW
523
Simplicity Wealth
New Jersey
$6.96M -$334K -1,920 -5%
FDDB
524
Fidelity D&D Bancorp
Pennsylvania
$6.92M – – –
BHWA
525
Beacon Harbor Wealth Advisors
Virginia
$6.91M +$95K +547 +1%
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