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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
1026
Duff & Phelps Investment Management
Illinois
$1.25M +$39.1K +300 +3%
AWM
1027
Ameliora Wealth Management
Switzerland
$1.25M +$586K +4,495 +75%
EFM
1028
E Fund Management
China
$1.25M +$115K +878 +10%
SFP
1029
Sandbox Financial Partners
Maryland
$1.25M +$128K +980 +11%
EIM
1030
Essex Investment Management
Massachusetts
$1.24M +$1.25M +9,571 New
CCT
1031
Capital City Trust
Florida
$1.24M +$44.5K +341 +4%
BFIM
1032
Beese Fulmer Investment Management
Ohio
$1.24M +$1.17K +9 +0.1%
FPS
1033
Fieldpoint Private Securities
Connecticut
$1.24M -$63.8K -489 -5%
CFGS
1034
Concourse Financial Group Securities
Alabama
$1.24M +$279K +2,142 +29%
DSC
1035
Duncker Streett & Co
Missouri
$1.24M -$129K -987 -9%
TC
1036
Trilogy Capital
California
$1.24M +$239K +1,832 +24%
LWM
1037
Laidlaw Wealth Management
New York
$1.24M +$2.61K +20 +0.2%
BP
1038
Ballentine Partners
Massachusetts
$1.23M +$3.78K +29 +0.3%
PGWM
1039
Parisi Gray Wealth Management
New Jersey
$1.22M -$7.43K -57 -0.6%
CCP
1040
Clarkston Capital Partners
Michigan
$1.22M – – –
NIMI
1041
Natixis Investment Managers International
France
$1.22M +$1.22M +9,369 New
RA
1042
RFG Advisory
Alabama
$1.21M -$127K -974 -9%
TCOT
1043
Trust Company of Toledo
Ohio
$1.21M +$52.4K +402 +5%
FHA
1044
Flagship Harbor Advisors
Massachusetts
$1.21M +$154K +1,184 +15%
PWM
1045
Perigon Wealth Management
California
$1.2M +$55.6K +426 +5%
ORC
1046
O'Rourke & Company
Massachusetts
$1.19M -$26.1K -200 -2%
JAM
1047
Jupiter Asset Management
United Kingdom
$1.19M – – –
BIM
1048
Baldwin Investment Management
Pennsylvania
$1.19M -$52.2K -400 -4%
LRWA
1049
Long Run Wealth Advisors
New York
$1.19M +$74.3K +570 +7%
MFG
1050
MidWestOne Financial Group
Iowa
$1.19M +$18.5K +142 +2%
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