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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.72M -$291K -2,285 -15%
AWA
827
Arete Wealth Advisors
Illinois
$1.72M -$352K -2,763 -18%
SLF
828
Sun Life Financial
Ontario, Canada
$1.72M -$229K -1,798 -12%
NC
829
NewSquare Capital
Pennsylvania
$1.72M +$317K +2,487 +24%
GLA
830
Great Lakes Advisors
Illinois
$1.71M -$36.8K -289 -2%
MIM
831
Marco Investment Management
Georgia
$1.71M -$425K -3,338 -21%
FNBT
832
FineMark National Bank & Trust
Florida
$1.7M -$162K -1,271 -9%
PCA
833
Providence Capital Advisors
North Carolina
$1.7M +$64.4K +505 +4%
EHWM
834
Eads & Heald Wealth Management
Georgia
$1.7M +$71.3K +559 +5%
JG
835
Jefferies Group
New York
$1.69M -$312K -2,445 -16%
PAM
836
Peninsula Asset Management
Florida
$1.69M +$145K +1,138 +10%
SBWM
837
Sunflower Bank Wealth Management
Arizona
$1.69M +$65.4K +513 +4%
EWM
838
Empirical Wealth Management
Washington
$1.69M +$1.05M +8,243 +192%
LOAMS
839
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.69M +$582K +4,562 +57%
CL
840
Choreo LLC
Illinois
$1.68M -$47.3K -371 -3%
CCC
841
Chelsea Counsel Company
California
$1.68M – – –
GFA
842
Gifford Fong Associates
California
$1.68M – – –
SWRP
843
Summit Wealth & Retirement Planning
California
$1.68M -$512K -4,013 -24%
IC
844
Investment Counsel
Michigan
$1.67M -$79.4K -623 -5%
BJL
845
Brighton Jones LLC
Washington
$1.67M -$4.08K -32 -0.3%
VNB
846
Virginia National Bank
Virginia
$1.66M -$107K -837 -6%
PP
847
Paloma Partners
Connecticut
$1.66M +$86.7K +680 +6%
BG
848
Bahl & Gaynor
Ohio
$1.65M -$66.7K -523 -4%
HVIA
849
Hudson Valley Investment Advisors
New York
$1.65M -$246K -1,932 -14%
ECM
850
EagleClaw Capital Management
Massachusetts
$1.65M +$23.3K +183 +2%
32 33
34
35 36