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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1026
Meridian Management
Arkansas
$1.17M – – –
FCM
1027
Forester Capital Management
Illinois
$1.17M -$161K -1,200 -12%
TL
1028
Tirschwell & Loewy
New York
$1.16M +$5.91K +44 +0.5%
FMT
1029
First Mercantile Trust
Tennessee
$1.16M -$68.1K -507 -5%
HWP
1030
Hefty Wealth Partners
Indiana
$1.16M +$1.19M +8,824 New
VC
1031
Vicus Capital
Pennsylvania
$1.16M +$535K +3,980 +82%
AIA
1032
Affinity Investment Advisors
California
$1.16M +$1.61K +12 +0.1%
W
1033
Wealthfront
California
$1.16M -$484K -3,600 -29%
SCM
1034
Southport Capital Management
Tennessee
$1.15M -$57.9K -431 -5%
IIM
1035
Ironwood Investment Management
Massachusetts
$1.15M +$19.5K +145 +2%
CL
1036
CPWM LLC
Washington
$1.15M -$6.72K -50 -0.6%
CI
1037
CAZ Investments
Texas
$1.15M +$124K +920 +12%
ST
1038
Semper Trust
Pennsylvania
$1.15M +$1.17M +8,734 New
LH
1039
Lebenthal Holdings
New York
$1.15M -$3.12M -23,248 -73%
AF
1040
Allworth Financial
California
$1.15M -$149K -1,111 -11%
SAM
1041
Summit Asset Management
Tennessee
$1.14M -$52.9K -394 -4%
MWM
1042
Mission Wealth Management
California
$1.13M +$317K +2,356 +38%
FFC
1043
First Financial Corp
Indiana
$1.13M -$9K -67 -0.8%
MHIC
1044
Marble Harbor Investment Counsel
Massachusetts
$1.12M -$61.8K -460 -5%
AC
1045
Alexandria Capital
Virginia
$1.12M -$33K -246 -3%
SWM
1046
Stockman Wealth Management
Montana
$1.12M -$114K -846 -9%
AWM
1047
Avior Wealth Management
Nebraska
$1.11M +$54.3K +404 +5%
PVWM
1048
Point View Wealth Management
New Jersey
$1.11M -$41.5K -309 -4%
AAIM
1049
American Assets Investment Management
California
$1.1M – – –
CSUI
1050
Cincinnati Specialty Underwriters Insurance
Ohio
$1.1M – – –
40 41
42
43 44