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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
926
Washington Trust Bank
Washington
$1.13M -$110K -920 -8%
DWM
927
Doyle Wealth Management
Florida
$1.13M -$7.64M -63,671 -86%
FI
928
FormulaFolio Investments
Michigan
$1.12M – – –
CIM
929
CIM Investment Management
Pennsylvania
$1.12M -$53.2K -443 -4%
MCM
930
MAI Capital Management
Ohio
$1.12M -$13.7K -114 -1%
NC
931
NewSquare Capital
Pennsylvania
$1.11M -$207K -1,726 -14%
CIA
932
Choate Investment Advisors
Massachusetts
$1.11M -$177K -1,476 -13%
MJRIC
933
Mogy Joel R Investment Counsel
California
$1.11M -$62.8K -523 -5%
KPW
934
Kore Private Wealth
New York
$1.11M +$1.22M +10,187 New
TCM
935
Tradition Capital Management
New Jersey
$1.1M -$4.14M -34,455 -77%
EHC
936
Everett Harris & Co
California
$1.1M -$350K -2,918 -22%
LNC
937
Lincoln National Corp
Pennsylvania
$1.1M -$89.3K -744 -7%
DPIM
938
Duff & Phelps Investment Management
Illinois
$1.1M – – –
NERM
939
New England Research & Management
Illinois
$1.1M – – –
CNAM
940
Campbell Newman Asset Management
Wisconsin
$1.08M -$402K -3,348 -25%
MWM
941
Modera Wealth Management
New Jersey
$1.08M -$170K -1,416 -13%
DDC
942
DF Dent & Co
Maryland
$1.07M -$8.64K -72 -0.7%
S
943
SignatureFD
Georgia
$1.07M -$10.6K -88 -0.9%
GIC
944
Gantzert Investment Company
Illinois
$1.07M +$1.18M +9,872 New
FWM
945
Focused Wealth Management
New York
$1.07M -$3.6K -30 -0.3%
OAM
946
Oxford Asset Management
United Kingdom
$1.07M +$1.18M +9,859 New
BTNA
947
Bremer Trust National Association
Minnesota
$1.07M +$64.2K +535 +6%
FFBTD
948
First Financial Bank - Trust Division
Ohio
$1.07M -$42.7K -356 -3%
BC
949
Burleson & Co
California
$1.07M -$262K -2,184 -21%
FAIM
950
Financial Advocates Investment Management
Washington
$1.07M -$354K -2,952 -23%
36 37
38
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