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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1201
Platform Technology Partners
New York
$709K +$198K +1,686 +38%
BAM
1202
Barrett Asset Management
New York
$706K -$92.4K -785 -11%
PHS
1203
Pekin Hardy Strauss
Illinois
$705K +$24.7K +210 +4%
VCAM
1204
Van Cleef Asset Management
Ohio
$704K – – –
MGIA
1205
Moneta Group Investment Advisors
Missouri
$701K -$324K -2,756 -31%
GSBTD
1206
Glenview State Bank Trust Department
Illinois
$700K +$59.1K +502 +9%
CIA
1207
Choate Investment Advisors
Massachusetts
$697K -$29.7K -252 -4%
BRC
1208
Bell Rock Capital
Delaware
$696K -$264K -2,240 -27%
BIA
1209
Bigelow Investment Advisors
Maine
$696K -$47.4K -403 -6%
PAS
1210
Partnervest Advisory Services
California
$694K -$41.6K -353 -6%
LF
1211
Lantz Financial
Illinois
$693K +$50.5K +429 +8%
NSAM
1212
North Star Asset Management
Wisconsin
$685K -$6.59K -56 -0.9%
MFG
1213
Merit Financial Group
Georgia
$684K -$322K -2,731 -32%
PCAP
1214
Pratt Collard Advisory Partners
New York
$684K -$122K -1,036 -15%
ICM
1215
Islay Capital Management
Texas
$683K -$30.5K -259 -4%
TFS
1216
TrustCore Financial Services
Tennessee
$675K +$78.8K +669 +13%
CCFCSB
1217
Cape Cod Five Cents Savings Bank
Massachusetts
$674K -$67.7K -575 -9%
TAM
1218
Trillium Asset Management
Massachusetts
$672K -$10.7K -91 -2%
BEC
1219
Blue Edge Capital
Virginia
$669K – – –
SEEDPG
1220
S.E.E.D. Planning Group
New York
$668K -$59.7K -507 -8%
OAM
1221
Oak Asset Management
California
$668K +$23.9K +203 +3%
ATC
1222
Adirondack Trust Company
New York
$665K -$1.77K -15 -0.3%
XSC
1223
X-Square Capital
Puerto Rico
$665K +$11.4K +97 +2%
MG
1224
Mather Group
Illinois
$664K -$91.4K -776 -12%
ITIM
1225
Indiana Trust & Investment Management
Indiana
$663K -$4.24K -36 -0.6%
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