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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1201
Park Avenue Securities
New York
$715K +$719K +6,190 New
IA
1202
Icon Advisers
Colorado
$713K – – –
RAM
1203
Redmond Asset Management
Virginia
$713K +$24.3K +209 +4%
WTB
1204
Washington Trust Bank
Washington
$712K +$66.8K +575 +10%
WKWM
1205
Walter & Keenan Wealth Management
Indiana
$709K +$715K +6,152 New
ICM
1206
Islay Capital Management
Texas
$708K +$37.5K +323 +6%
EF
1207
Empirical Finance
Pennsylvania
$706K +$89.2K +768 +14%
RIA
1208
Regal Investment Advisors
Michigan
$706K +$710K +6,112 New
MIH
1209
Meitav Investment House
Israel
$704K -$195K -1,679 -22%
AWC
1210
Abundance Wealth Counselors
Pennsylvania
$702K +$706K +6,082 New
IFWM
1211
Institute for Wealth Management
Colorado
$698K -$34.1K -294 -5%
VCAM
1212
Van Cleef Asset Management
Ohio
$698K – – –
BHC
1213
Bowen Hanes & Co
Florida
$696K -$85K -732 -11%
NAS
1214
Nicolet Advisory Services
Wisconsin
$695K -$813 -7 -0.1%
AIL
1215
AGF Investments LLC
Ontario, Canada
$694K -$158K -1,362 -18%
JCM
1216
Janney Capital Management
Pennsylvania
$691K +$117K +1,008 +20%
WPW
1217
Waldron Private Wealth
Pennsylvania
$690K +$32.5K +280 +5%
CPC
1218
Congress Park Capital
New York
$690K +$115K +994 +20%
9WM
1219
9258 Wealth Management
Ohio
$688K +$11.4K +98 +2%
NSAM
1220
North Star Asset Management
Wisconsin
$686K -$47.3K -407 -6%
WCA
1221
Windsor Creek Advisors
Vermont
$686K +$8.48K +73 +1%
RI
1222
Ridgewood Investments
New Jersey
$686K +$127K +1,090 +22%
EWM
1223
Evermay Wealth Management
Virginia
$680K +$38.4K +331 +6%
TAM
1224
Trillium Asset Management
Massachusetts
$678K -$143K -1,230 -17%
WA
1225
Wealth Alliance
New York
$678K +$354K +3,046 +108%
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