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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
901
Green Alpha Advisors
Colorado
$2.28M -$542K -3,588 -20%
SAG
902
SageView Advisory Group
California
$2.28M +$283K +1,871 +18%
LWM
903
Lakeridge Wealth Management
Ohio
$2.27M +$2.09M +13,861 New
PL
904
Parthenon LLC
Kentucky
$2.26M – – –
LSA
905
Leonteq Securities AG
Switzerland
$2.26M -$738K -4,882 -26%
SW
906
SkyOak Wealth
Michigan
$2.26M -$75.6K -500 -3%
WAP
907
Wealthcare Advisory Partners
Pennsylvania
$2.26M +$137K +907 +7%
CWS
908
Confluence Wealth Services
Pennsylvania
$2.25M -$6.35K -42 -0.3%
ORG
909
Optimist Retirement Group
Washington
$2.23M +$2.06M +13,634 New
TAF
910
Tredje AP-fonden
Sweden
$2.22M -$5.91M -39,100 -74%
JIC
911
Joel Isaacson & Co
New York
$2.22M +$33.5K +222 +2%
GWM
912
GSB Wealth Management
Connecticut
$2.22M +$14.8K +98 +0.7%
LWCFA
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.22M -$14.1K -93 -0.8%
GVAG
914
Great Valley Advisor Group
Delaware
$2.22M -$21.2K -140 -1%
VDI
915
Vaughan David Investments
Illinois
$2.22M +$11.3K +75 +0.6%
FNFDCM
916
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.21M -$134K -887 -6%
MC
917
Maverick Capital
Texas
$2.21M +$2.04M +13,532 New
EWA
918
Exencial Wealth Advisors
Oklahoma
$2.21M -$89.2K -590 -4%
BMA
919
Brooks Moore & Associates
Tennessee
$2.21M -$606K -4,012 -23%
QCM
920
Quantinno Capital Management
New York
$2.21M +$563K +3,729 +38%
OIAM
921
OFI Invest Asset Management
France
$2.2M +$1.98M +13,119 +3,759%
CCM
922
Chilton Capital Management
Texas
$2.2M +$51.2K +339 +3%
DT
923
Diversified Trust
Tennessee
$2.2M -$184K -1,216 -8%
MFG
924
Merit Financial Group
Georgia
$2.19M -$49.4K -327 -2%
EM
925
Excalibur Management
Massachusetts
$2.18M -$11.2K -74 -0.6%
35 36
37
38 39