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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
801
Aull & Monroe Investment Management
Alabama
$1.83M -$20.4K -157 -1%
CAS
802
Cascadia Advisory Services
Oregon
$1.83M +$1.85M +14,257 New
CG
803
Caprock Group
Idaho
$1.82M -$99.9K -769 -5%
MGIM
804
M&G Investment Management
United Kingdom
$1.81M +$1.84M +14,142 New
CAG
805
Crestwood Advisors Group
Massachusetts
$1.81M -$161K -1,235 -8%
CG
806
Cutler Group
California
$1.8M -$8.64M -66,493 -83%
IEFM
807
IQ EQ Fund Management
Ireland
$1.8M -$313K -2,411 -15%
HI
808
Horizon Investments
North Carolina
$1.8M -$3.4M -26,135 -65%
SFS
809
Sowell Financial Services
Arkansas
$1.8M -$306K -2,357 -14%
APP
810
Avantax Planning Partners
Iowa
$1.79M -$143K -1,099 -7%
VFA
811
Voya Financial Advisors
Connecticut
$1.79M +$110K +845 +6%
APA
812
American Portfolios Advisors
New York
$1.78M +$120K +927 +7%
RG
813
Rikoon Group
New Mexico
$1.78M – – –
IMPI
814
Ilmarinen Mutual Pension Insurance
Finland
$1.77M – – –
CCG
815
Cypress Capital Group
Florida
$1.77M -$92.8K -714 -5%
EM
816
Excalibur Management
Massachusetts
$1.77M +$565K +4,348 +46%
WSCM
817
Wellington Shields Capital Management
New York
$1.76M -$153K -1,176 -8%
SBSB
818
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.76M -$34.8K -268 -2%
AWM
819
Aries Wealth Management
Maine
$1.75M – – –
OWD
820
Osborn Williams & Donohoe
Ohio
$1.74M -$814K -6,261 -32%
IAA
821
Independent Advisor Alliance
North Carolina
$1.73M +$293K +2,254 +20%
JHCP
822
Jackson Hole Capital Partners
Oklahoma
$1.73M -$2.47K -19 -0.1%
PCA
823
Providence Capital Advisors
North Carolina
$1.73M +$23.7K +182 +1%
CFA
824
Camarda Financial Advisors
Florida
$1.73M -$216K -1,661 -11%
EWM
825
Empirical Wealth Management
Washington
$1.73M +$141K +1,082 +9%
31 32
33
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