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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1251
SVA Wealth Management
Wisconsin
$752K -$3.36M -24,098 -81%
MPWT
1252
MassMutual Private Wealth & Trust
Connecticut
$751K +$5.58K +40 +0.7%
ZAM
1253
Zevin Asset Management
Massachusetts
$749K -$266K -1,909 -25%
AMG
1254
Asset Management Group
Connecticut
$749K +$15.3K +110 +2%
CWM
1255
Chesapeake Wealth Management
Virginia
$746K +$359K +2,572 +85%
TAM
1256
Trillium Asset Management
Massachusetts
$745K – – –
IC
1257
Inverness Counsel
New York
$744K +$22.7K +163 +3%
CCB
1258
Cutter & Co Brokerage
Missouri
$738K – – –
BWAM
1259
Boyd Watterson Asset Management
Ohio
$736K +$976 +7 +0.1%
FI
1260
FormulaFolio Investments
Michigan
$735K +$177K +1,270 +30%
CG
1261
Clinton Group
New York
$728K +$760K +5,452 New
THWM
1262
Taylor Hoffman Wealth Management
Virginia
$727K +$22.2K +159 +3%
MCM
1263
Maryland Capital Management
Maryland
$722K -$32.6K -234 -4%
CIAS
1264
Capital Investment Advisory Services
North Carolina
$717K +$85.2K +611 +13%
NAMP
1265
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$715K +$4.46K +32 +0.6%
CPA
1266
Court Place Advisors
Maryland
$714K -$21.9K -157 -3%
RA
1267
RFG Advisory
Alabama
$711K +$57.2K +410 +8%
BOH
1268
Bank of Hawaii
Hawaii
$710K +$4.74K +34 +0.6%
CHA
1269
Cedar Hill Associates
Illinois
$708K +$462K +3,312 +167%
PWSG
1270
Pacific Wealth Strategies Group
California
$702K -$4.6K -33 -0.6%
TWM
1271
Titus Wealth Management
California
$702K +$44.2K +317 +6%
FCMC
1272
Founders Capital Management (Connecticut)
Connecticut
$701K -$150K -1,077 -17%
TYCC
1273
Texas Yale Capital Corp
Florida
$701K -$83.4K -598 -10%
QCG
1274
Quadrant Capital Group
Ohio
$701K -$68.9K -494 -8%
PC
1275
Port Capital
Illinois
$701K +$26.4K +189 +4%
49 50
51
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