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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cornerstone Wealth Management
Missouri
$12.2M +$273K +1,042 +2%
BFG
502
Bleakley Financial Group
New Jersey
$12.1M +$1.91M +7,301 +20%
WAM
503
Winslow Asset Management
Ohio
$12.1M +$8.11K +31 +0.1%
GI
504
Gradient Investments
Minnesota
$12.1M +$10.6M +40,357 +1,619%
WA
505
WealthTrust Axiom
Pennsylvania
$12M -$237K -904 -2%
SPG
506
Strategic Planning Group
Utah
$12M +$3.41M +13,031 +44%
AWM
507
Axxcess Wealth Management
California
$12M -$75.9K -290 -0.7%
NMERB
508
New Mexico Educational Retirement Board
New Mexico
$11.8M -$340K -1,300 -3%
BCI
509
Brinker Capital Investments
Pennsylvania
$11.8M +$186K +711 +2%
CA
510
Clearstead Advisors
Ohio
$11.7M -$125K -478 -1%
SW
511
SVB Wealth
Massachusetts
$11.7M -$1.91M -7,290 -15%
IC
512
IEQ Capital
California
$11.7M +$712K +2,720 +7%
WIM
513
WealthPlan Investment Management
Nebraska
$11.6M -$640K -2,445 -6%
AWAG
514
ARS Wealth Advisors Group
Florida
$11.6M +$270K +1,032 +3%
SCM
515
Shelton Capital Management
Colorado
$11.6M -$3.54M -13,542 -25%
AMBIA
516
Allen Mooney & Barnes Investment Advisors
Georgia
$11.5M +$135K +517 +1%
JIC
517
Johnson Investment Counsel
Ohio
$11.5M -$320K -1,221 -3%
HAI
518
Hennessy Advisors Inc
California
$11.5M -$209K -800 -2%
SC
519
Savant Capital
Illinois
$11.5M +$588K +2,248 +6%
LIM
520
Lathrop Investment Management
Arkansas
$11.4M -$73.6K -281 -0.7%
A
521
Allianz
Germany
$11.3M +$630K +2,406 +6%
FDDB
522
Fidelity D&D Bancorp
Pennsylvania
$11.3M – – –
IEFM
523
IQ EQ Fund Management
Ireland
$11.2M – – –
LNWTC
524
Laird Norton Wetherby Trust Company
Washington
$11.1M – – –
ONB
525
Old National Bancorp
Indiana
$11.1M +$436K +1,664 +4%
19 20
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