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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
1176
Cape Cod Five Cents Savings Bank
Massachusetts
$736K -$196K -1,686 -21%
VC
1177
Vicus Capital
Pennsylvania
$735K -$38.9K -335 -5%
SIM
1178
Stratos Investment Management
Ohio
$735K +$248K +2,138 +51%
VC
1179
Voit & Company
Wisconsin
$734K -$31.8K -274 -4%
PTC
1180
Private Trust Company
Ohio
$733K -$37.2K -320 -5%
CIC
1181
Carnegie Investment Counsel
Ohio
$731K -$55.9K -481 -7%
BIC
1182
Beach Investment Counsel
Pennsylvania
$730K -$18.2K -157 -2%
BWM
1183
BT Wealth Management
Georgia
$730K – – –
CBA
1184
Coastal Bridge Advisors
Connecticut
$729K +$3.95K +34 +0.5%
PAS
1185
Partnervest Advisory Services
California
$729K +$5.81K +50 +0.8%
GIP
1186
Granite Investment Partners
California
$728K – – –
FAM
1187
Fenimore Asset Management
New York
$726K – – –
SAM
1188
Summit Asset Management
Tennessee
$726K +$46.5K +400 +7%
CPR
1189
CSU Producer Resources
Ohio
$725K – – –
YWP
1190
YorkBridge Wealth Partners
New York
$723K -$116K -999 -14%
BS
1191
Bessemer Securities
New York
$723K – – –
DAM
1192
Delta Asset Management
Tennessee
$723K +$697 +6 +0.1%
CIA
1193
Choate Investment Advisors
Massachusetts
$721K -$73.4K -632 -9%
SEEDPG
1194
S.E.E.D. Planning Group
New York
$721K -$67.9K -585 -9%
OSAM
1195
O'Shaughnessy Asset Management
Connecticut
$721K +$573K +4,936 +379%
UCI
1196
Uncommon Cents Investing
Wisconsin
$719K -$15.2K -131 -2%
PL
1197
Plancorp LLC
Missouri
$719K +$2.56K +22 +0.4%
BWM
1198
BerganKDV Wealth Management
Minnesota
$718K +$3.25K +28 +0.5%
AI
1199
Accredited Investors
Minnesota
$716K +$63.2K +544 +10%
AL
1200
Aspiriant LLC
California
$716K +$135K +1,166 +23%
46 47
48
49 50