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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
1026
Donald L. Hagan LLC
Florida
$1.19M +$220K +1,492 +21%
NBC
1027
Neuberger Berman Canada
Ontario, Canada
$1.19M -$332K -2,245 -21%
AHS
1028
Aspiriant Holdings S3
California
$1.19M -$10.6K -72 -0.8%
AA
1029
Ancora Advisors
Ohio
$1.18M +$148 +1 +0%
BWM
1030
Baystate Wealth Management
Massachusetts
$1.18M – – –
AAIM
1031
American Assets Investment Management
California
$1.16M – – –
CSUI
1032
Cincinnati Specialty Underwriters Insurance
Ohio
$1.16M – – –
SCM
1033
SOL Capital Management
Maryland
$1.16M – – –
PSC
1034
Prentiss Smith & Co
Vermont
$1.16M -$44.6K -302 -3%
BAM
1035
Bruderman Asset Management
New York
$1.16M +$26.4K +179 +2%
SIG
1036
Schooner Investment Group
Pennsylvania
$1.15M -$618K -4,184 -33%
SC
1037
Savant Capital
Illinois
$1.15M +$18.5K +125 +2%
CAG
1038
Crestwood Advisors Group
Massachusetts
$1.14M -$44.6K -302 -4%
BDF
1039
Balasa Dinverno & Foltz
$1.14M -$238K -1,612 -16%
BAM
1040
Berkshire Asset Management
Pennsylvania
$1.14M +$18.5K +125 +2%
MCM
1041
Maryland Capital Management
Maryland
$1.14M -$130K -882 -10%
MVA
1042
Mount Vernon Associates
Maryland
$1.14M +$7.68K +52 +0.6%
IAS
1043
INR Advisory Services
Pennsylvania
$1.13M -$738 -5 -0.1%
TIA
1044
Trust Investment Advisors
Indiana
$1.13M -$65K -440 -5%
FTC
1045
Farmers Trust Company
Ohio
$1.13M -$52.4K -355 -4%
HSA
1046
HBK Sorce Advisory
Pennsylvania
$1.13M +$46.7K +316 +4%
JCM
1047
Jag Capital Management
Missouri
$1.13M +$9.3K +63 +0.8%
MIC
1048
Meridian Investment Counsel
California
$1.12M -$23.2K -157 -2%
TCM
1049
Tran Capital Management
California
$1.12M +$38.7K +262 +3%
AWM
1050
Avior Wealth Management
Nebraska
$1.12M +$1.01M +6,866 +571%
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