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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1151
Summit Asset Management
Tennessee
$835K -$121K -948 -13%
AL
1152
Aspiriant LLC
California
$833K +$98.2K +770 +14%
MHS
1153
M Holdings Securities
Oregon
$832K -$36.2K -284 -4%
FI
1154
Fosun International
China
$828K – – –
LIM
1155
Loudon Investment Management
New Hampshire
$825K -$59.3K -465 -7%
WEC
1156
Winslow Evans & Crocker
Massachusetts
$822K +$33.8K +265 +5%
CM
1157
Cornerstone Management
Georgia
$822K -$1.91K -15 -0.2%
WCA
1158
Windsor Creek Advisors
Vermont
$820K -$273K -2,143 -26%
PMFA
1159
Plante Moran Financial Advisors
Michigan
$820K +$14.9K +117 +2%
BAM
1160
Barrett Asset Management
New York
$820K +$84.4K +662 +12%
CBA
1161
Coastal Bridge Advisors
Connecticut
$819K +$2.55K +20 +0.3%
FIM
1162
Frontier Investment Management
Texas
$814K +$25K +196 +3%
GAM
1163
Grandview Asset Management
Pennsylvania
$813K -$27.4K -215 -3%
VWM
1164
Venturi Wealth Management
Texas
$806K -$538K -4,220 -42%
GIP
1165
Granite Investment Partners
California
$804K – – –
WA
1166
Wheatland Advisors
Pennsylvania
$803K -$33.3K -261 -4%
CFS
1167
CRA Financial Services
New Jersey
$803K +$216K +1,695 +40%
MIP
1168
Marietta Investment Partners
Wisconsin
$802K +$13.4K +105 +2%
NAS
1169
Nicolet Advisory Services
Wisconsin
$802K +$758K +5,947 New
BHA
1170
Beech Hill Advisors
New York
$801K +$93.3K +732 +14%
SMC
1171
Smith, Moore & Co
Missouri
$797K +$154K +1,205 +26%
MIC
1172
Means Investment Company
Maine
$797K +$169K +1,328 +29%
TAM
1173
Trillium Asset Management
Massachusetts
$796K +$165K +1,295 +28%
PSG
1174
Planning Solutions Group
Maryland
$795K +$61.8K +485 +9%
CIAS
1175
Capital Investment Advisory Services
North Carolina
$794K -$6.5K -51 -0.9%
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