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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1051
Meridian Investment Counsel
California
$1M – – –
WEC
1052
Winslow Evans & Crocker
Massachusetts
$1M +$198K +1,505 +25%
BO
1053
BRR OpCo
Ohio
$1M -$46.4K -353 -4%
WCM
1054
Weld Capital Management
New York
$997K +$993K +7,562 New
PWW
1055
Pettyjohn Wood & White
Virginia
$993K +$54.9K +418 +6%
CT
1056
Coastline Trust
Rhode Island
$982K -$6.17K -47 -0.6%
CWM
1057
Connecticut Wealth Management
Connecticut
$982K – – –
MMPW
1058
Mitchell McLeod Pugh & Williams
Alabama
$976K +$17.7K +135 +2%
ATC
1059
Adirondack Trust Company
New York
$973K -$13.7K -104 -1%
HHAA
1060
Henry H. Armstrong Associates
Pennsylvania
$973K +$13.7K +104 +1%
CFGS
1061
Concourse Financial Group Securities
Alabama
$969K +$115K +877 +14%
BHIA
1062
Birch Hill Investment Advisors
Massachusetts
$968K – – –
BWM
1063
BT Wealth Management
Georgia
$968K +$68.7K +523 +8%
RA
1064
RFG Advisory
Alabama
$965K +$58.1K +442 +6%
BIC
1065
Beach Investment Counsel
Pennsylvania
$961K – – –
BMC
1066
Beaton Management Company
Massachusetts
$960K – – –
IIM
1067
Ironwood Investment Management
Massachusetts
$953K – – –
CCA
1068
Cobblestone Capital Advisors
New York
$949K +$5.52K +42 +0.6%
OAM
1069
Oak Asset Management
California
$948K -$30.7K -234 -3%
JCM
1070
Jag Capital Management
Missouri
$942K +$15.9K +121 +2%
EA
1071
Elm Advisors
California
$941K +$17.2K +131 +2%
BAM
1072
Brave Asset Management
New Jersey
$937K +$171K +1,300 +22%
B
1073
Bellecapital
Switzerland
$936K -$51.8K -394 -5%
GD
1074
Grandfield & Dodd
New York
$936K -$12.5K -95 -1%
IRC
1075
Investors Research Corp
Georgia
$933K -$3.42K -26 -0.4%
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