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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1251
Icon Wealth Partners
Texas
$633K -$535K -4,542 -46%
FNC
1252
First National Corp
Massachusetts
$633K -$13.1K -111 -3%
FSA
1253
Fort Sheridan Advisors
Illinois
$633K – – –
CA
1254
Cambridge Advisors
Nebraska
$632K – – –
HWA
1255
Heritage Wealth Advisors
Virginia
$632K – – –
PC
1256
Port Capital
Illinois
$626K +$471 +4 +0.1%
AIA
1257
AGF Investments America
Ontario, Canada
$626K +$7.77K +66 +1%
BFG
1258
Baron Financial Group
New Jersey
$622K +$630K +5,351 New
OIA
1259
OneDigital Investment Advisors
Kansas
$621K -$401K -3,404 -39%
HSA
1260
Hussman Strategic Advisors
Maryland
$621K – – –
BRM
1261
Boston Research & Management
Massachusetts
$621K +$88.4K +751 +16%
TPWA
1262
TRUE Private Wealth Advisors
Oregon
$619K -$24.5K -208 -4%
TAIM
1263
TD Ameritrade Investment Management
Nebraska
$617K +$35K +297 +6%
IDBONY
1264
Israel Discount Bank of New York
New York
$615K -$36.7K -312 -6%
BSA
1265
Braun Stacey Associates
New York
$614K -$172K -1,465 -22%
CAAS
1266
Capital Asset Advisory Services
Michigan
$612K -$118 -1 -0%
PCG
1267
Private Capital Group
Connecticut
$608K -$65.7K -558 -10%
BOC
1268
Barbara Oil Co
Illinois
$608K – – –
OCAM
1269
Onex Canada Asset Management
Ontario, Canada
$608K – – –
ZIG
1270
Zuckerman Investment Group
Illinois
$608K +$34.5K +293 +6%
KP
1271
Keel Point
Alabama
$608K +$45.3K +385 +8%
GVAG
1272
Great Valley Advisor Group
Delaware
$608K +$85.4K +725 +16%
CA
1273
Claro Advisors
Massachusetts
$607K +$44.3K +376 +8%
DLG
1274
Daniel L. Goodwin
$606K – – –
ATWA
1275
Arbor Trust Wealth Advisors
Michigan
$606K +$6.12K +52 +1%
49 50
51
52 53