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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1001
Marble Harbor Investment Counsel
Massachusetts
$1.17M – – –
TC
1002
TAP Consulting
Missouri
$1.17M +$1.13M +8,405 New
SFSG
1003
Stearns Financial Services Group
North Carolina
$1.17M +$540 +4 +0%
DA
1004
DSC Advisors
Illinois
$1.17M +$6.07K +45 +0.5%
CSUI
1005
Cincinnati Specialty Underwriters Insurance
Ohio
$1.16M – – –
SACTSONJ
1006
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.16M – – –
SCP
1007
Stamos Capital Partners
California
$1.16M +$113K +837 +11%
NAM
1008
Nexpoint Asset Management
Texas
$1.16M +$1.13M +8,368 New
FBT
1009
First Bankers Trust
Kentucky
$1.16M -$14K -104 -1%
YWP
1010
YorkBridge Wealth Partners
New York
$1.16M -$113K -837 -9%
GSC
1011
G&S Capital
Colorado
$1.15M -$83.9K -622 -7%
CIA
1012
Choate Investment Advisors
Massachusetts
$1.14M +$6.88K +51 +0.6%
NSAM
1013
North Star Asset Management
Wisconsin
$1.14M -$32.9K -244 -3%
PL
1014
Perpetual Ltd
Australia
$1.14M -$84.7K -628 -7%
WEC
1015
Winslow Evans & Crocker
Massachusetts
$1.14M +$82.7K +613 +8%
AB
1016
Atlas Brown
Kentucky
$1.13M -$49.9K -370 -4%
CCM
1017
Compton Capital Management
Rhode Island
$1.13M +$2.16K +16 +0.2%
FAM
1018
Fenimore Asset Management
New York
$1.13M -$140K -1,041 -11%
TC
1019
Truvestments Capital
Florida
$1.13M +$151K +1,122 +16%
ZB
1020
Zions Bancorporation
Utah
$1.13M -$170K -1,258 -13%
BCM
1021
Breiter Capital Management
Florida
$1.12M -$1.75K -13 -0.2%
BMC
1022
Beaton Management Company
Massachusetts
$1.12M +$106K +785 +11%
CBFP
1023
Cedar Brook Financial Partners
Ohio
$1.12M +$388K +2,880 +56%
WKWM
1024
Walter & Keenan Wealth Management
Indiana
$1.12M +$21.2K +157 +2%
CWM
1025
Connecticut Wealth Management
Connecticut
$1.12M +$80.7K +598 +8%
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