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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1201
MYCIO Wealth Partners
Pennsylvania
$938K -$23.8K -157 -2%
BWA
1202
Burt Wealth Advisors
Maryland
$936K -$5.6K -37 -0.6%
CCA
1203
Cobblestone Capital Advisors
New York
$935K -$25.7K -170 -3%
WPC
1204
White Pine Capital
Minnesota
$931K – – –
BWM
1205
Buckley Wealth Management
Nevada
$931K +$44.2K +292 +5%
SFG
1206
StrategIQ Financial Group
Indiana
$927K -$15.1K -100 -2%
OIA
1207
Optimum Investment Advisors
Illinois
$927K +$17.2K +114 +2%
JCM
1208
Jacobi Capital Management
Pennsylvania
$927K +$228K +1,510 +30%
BOTW
1209
Bank of the West
California
$926K +$1.51K +10 +0.2%
AWM
1210
Aries Wealth Management
Maine
$925K +$258K +1,705 +38%
CPR
1211
CSU Producer Resources
Ohio
$921K – – –
LA
1212
Lau Associates
Delaware
$918K -$28.3K -187 -3%
WPA
1213
Winning Points Advisors
Florida
$912K +$111K +732 +13%
WP
1214
WealthSource Partners
California
$911K -$253K -1,669 -21%
WA
1215
Wheatland Advisors
Pennsylvania
$911K – – –
TIA
1216
Tiemann Investment Advisors
California
$911K +$9.68K +64 +1%
FCMC
1217
Founders Capital Management (Connecticut)
Connecticut
$907K -$302K -1,996 -24%
I2I
1218
Insight 2811 Inc
Illinois
$905K -$31.8K -210 -3%
SBWM
1219
Sunflower Bank Wealth Management
Arizona
$905K – – –
PA
1220
Parallel Advisors
California
$904K -$3.03K -20 -0.3%
MHS
1221
M Holdings Securities
Oregon
$898K -$93K -615 -9%
DVM
1222
Dreman Value Management
Florida
$898K – – –
MGIA
1223
Moneta Group Investment Advisors
Missouri
$898K +$144K +952 +18%
WA
1224
Wealth Architects
California
$897K -$605 -4 -0.1%
CI
1225
CAZ Investments
Texas
$896K – – –
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