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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1301
Chelsea Counsel Company
California
$629K -$211K -1,621 -25%
SMFS
1302
Squar Milner Financial Services
California
$628K +$149K +1,146 +30%
TFS
1303
TrustCore Financial Services
Tennessee
$627K +$17.5K +135 +3%
GVAG
1304
Great Valley Advisor Group
Delaware
$625K -$13.9K -107 -2%
WW
1305
Westshore Wealth
California
$623K +$632K +4,864 New
FI
1306
FormulaFolio Investments
Michigan
$621K +$188K +1,448 +43%
KTC
1307
Kistler-Tiffany Companies
Pennsylvania
$620K -$43.1K -332 -6%
KFS
1308
Kurt F. Somerville
$618K -$13.6K -105 -2%
IWA
1309
Intercontinental Wealth Advisors
Texas
$617K -$666K -5,121 -55%
QPWM
1310
Quadrant Private Wealth Management
Pennsylvania
$617K -$119K -919 -16%
NFG
1311
Norris Financial Group
South Carolina
$614K +$623K +4,793 New
NB
1312
Nicolet Bankshares
Wisconsin
$614K +$93.4K +719 +18%
HCM
1313
Hutchinson Capital Management
California
$611K – – –
BW
1314
Bison Wealth
Georgia
$610K +$4.68K +36 +0.8%
WP
1315
WealthSource Partners
California
$609K -$32.8K -252 -5%
BFG
1316
Beacon Financial Group
Texas
$609K – – –
IP
1317
Investment Partners
Ohio
$609K +$1.04K +8 +0.2%
AC
1318
Alexandria Capital
Virginia
$607K -$66.2K -509 -10%
AL
1319
Aspiriant LLC
California
$607K -$2.21K -17 -0.4%
CIP
1320
Cornerstone Investment Partners
Georgia
$607K – – –
MMG
1321
Monetary Management Group
Missouri
$604K -$54.5K -419 -8%
BCM
1322
Becker Capital Management
Oregon
$603K +$107K +825 +21%
IAMOG
1323
Investors Asset Management of Georgia
Georgia
$602K -$21.2K -163 -3%
ICOM
1324
Investment Counselors of Maryland
Maryland
$601K -$13.6K -105 -2%
BOS
1325
Bingham Osborn & Scarborough
California
$601K +$57.1K +439 +10%
51 52
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