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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1176
Bell Rock Capital
Delaware
$752K -$167K -1,271 -18%
WBC
1177
West Branch Capital
Massachusetts
$750K +$250K +1,904 +50%
TWM
1178
Titus Wealth Management
California
$749K -$4.47K -34 -0.6%
IC
1179
Inverness Counsel
New York
$748K -$104K -794 -12%
TAM
1180
Trillium Asset Management
Massachusetts
$747K -$30.5K -232 -4%
AFM
1181
Abbot Financial Management
Massachusetts
$743K -$13.7K -104 -2%
WCA
1182
Windsor Creek Advisors
Vermont
$742K -$62.3K -474 -8%
EP
1183
Edgestream Partners
New Jersey
$742K +$543K +4,134 +276%
CIC
1184
Cornercap Investment Counsel
Georgia
$737K -$8.14K -62 -1%
PFM
1185
Parsec Financial Management
North Carolina
$736K -$28.4K -216 -4%
W
1186
Wealthquest
Ohio
$735K – – –
AI
1187
Atria Investments
North Carolina
$733K -$163K -1,243 -18%
CFS
1188
CRA Financial Services
New Jersey
$733K -$52K -396 -7%
CAM
1189
Cidel Asset Management
Ontario, Canada
$732K – – –
GIA
1190
Gargoyle Investment Advisor
New Jersey
$728K – – –
PMFA
1191
Plante Moran Financial Advisors
Michigan
$727K -$73.6K -560 -9%
OIA
1192
Optimum Investment Advisors
Illinois
$724K -$12.1K -92 -2%
WC
1193
Westhampton Capital
North Carolina
$724K +$721K +5,490 New
ACI
1194
Alpha Cubed Investments
California
$721K +$131 +1 +0%
TW
1195
TrinityPoint Wealth
Connecticut
$719K +$3.55K +27 +0.5%
PFO
1196
Pathstone Family Office
New Jersey
$719K +$94.6K +720 +15%
IIC
1197
Integrated Investment Consultants
Michigan
$717K +$18.5K +141 +3%
TIA
1198
Tiemann Investment Advisors
California
$714K +$263 +2 +0%
MHIM
1199
MacNealy Hoover Investment Management
Ohio
$713K -$688K -5,237 -49%
LIC
1200
Lodestar Investment Counsel
Illinois
$713K – – –
46 47
48
49 50