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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1301
Hutchinson Capital Management
California
$556K -$20.3K -142 -4%
SLA
1302
Silver Lake Advisory
Utah
$556K +$1.15K +8 +0.2%
TCM
1303
Telos Capital Management
California
$552K -$103K -720 -16%
EM
1304
Emancipation Management
New York
$552K – – –
FHC
1305
First Heartland Consultants
Missouri
$548K +$14.3K +100 +3%
SFG
1306
SevenBridge Financial Group
Pennsylvania
$548K +$541K +3,779 New
PA
1307
Planning Alternatives
Michigan
$546K – – –
LW
1308
Linscomb Wealth
Texas
$545K +$41.2K +288 +8%
WWM
1309
Willingdon Wealth Management
North Carolina
$545K +$307K +2,144 +133%
TIM
1310
Tortoise Investment Management
New York
$538K -$206K -1,437 -28%
TW
1311
Transform Wealth
Colorado
$538K +$531K +3,710 New
PFBT
1312
Parkside Financial Bank & Trust
Missouri
$535K -$32.9K -230 -6%
BPCE
1313
Bank Pictet & Cie (Europe)
Germany
$535K – – –
MCM
1314
MV Capital Management
Maryland
$534K +$210K +1,464 +66%
VAM
1315
Verity Asset Management
North Carolina
$532K +$525K +3,665 New
PAM
1316
Paradigm Asset Management
New York
$531K +$524K +3,661 New
FNBSF
1317
First National Bank Sioux Falls
South Dakota
$530K – – –
WAM
1318
Winslow Asset Management
Ohio
$530K +$11.9K +83 +2%
IFS
1319
Ifrah Financial Services
Arkansas
$528K -$24.2K -169 -4%
IAS
1320
IMA Advisory Services
Colorado
$527K -$3.01K -21 -0.6%
BCM
1321
Becker Capital Management
Oregon
$526K -$6.44K -45 -1%
BRM
1322
Boston Research & Management
Massachusetts
$524K – – –
ACH
1323
ArrowMark Colorado Holdings
Colorado
$523K – – –
CCM
1324
Cribstone Capital Management
Maine
$521K – – –
SFM
1325
Signature Financial Management
Virginia
$519K – – –
51 52
53
54 55