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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1026
Financial Advisors Network
California
$1.36M +$1.22M +8,028 New
BOH
1027
Bank of Hawaii
Hawaii
$1.35M -$154K -1,008 -11%
PMG
1028
ProVise Management Group
Florida
$1.34M +$444K +2,916 +53%
SAM
1029
Summit Asset Management
Tennessee
$1.33M -$19.3K -127 -1%
AAIM
1030
American Assets Investment Management
California
$1.33M – – –
CSUI
1031
Cincinnati Specialty Underwriters Insurance
Ohio
$1.33M – – –
NIM
1032
Northeast Investment Management
Massachusetts
$1.32M -$13.1K -86 -1%
IIM
1033
Ipswich Investment Management
Massachusetts
$1.32M – – –
NFGCM
1034
Norman Fields Gottscho Capital Management
New York
$1.32M – – –
CCM
1035
Chilton Capital Management
Texas
$1.32M +$108K +707 +9%
CD
1036
Carl Domino
Florida
$1.32M -$48K -315 -4%
CIM
1037
CIM Investment Management
Pennsylvania
$1.32M +$13.6K +89 +1%
BG
1038
Bollard Group
Massachusetts
$1.32M -$329K -2,158 -21%
GSBTD
1039
Glenview State Bank Trust Department
Illinois
$1.32M – – –
MWM
1040
Mission Wealth Management
California
$1.31M +$1.37K +9 +0.1%
CRC
1041
Curi RMB Capital
Illinois
$1.31M +$1.25M +8,228 New
BCB
1042
Brian C. Broderick
$1.3M -$103K -674 -8%
JCM
1043
Jag Capital Management
Missouri
$1.3M -$8.84K -58 -0.7%
IAS
1044
INR Advisory Services
Pennsylvania
$1.3M – – –
LCM
1045
Liberty Capital Management
Michigan
$1.29M -$195K -1,279 -14%
SCM
1046
Southport Capital Management
Tennessee
$1.29M +$8.84K +58 +0.7%
CAG
1047
Crestwood Advisors Group
Massachusetts
$1.29M -$15.2K -100 -1%
DAS
1048
Dynamic Advisor Solutions
Arizona
$1.28M +$459K +3,015 +60%
SNBOSD
1049
Security National Bank of So Dak
Iowa
$1.28M +$18.9K +124 +2%
BHC
1050
Bowen Hanes & Co
Florida
$1.28M +$14.3K +94 +1%
40 41
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