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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1326
Beach Investment Counsel
Pennsylvania
$620K -$135K -1,167 -18%
MG
1327
Mather Group
Illinois
$620K -$64K -554 -10%
SCM
1328
Southport Capital Management
Tennessee
$620K +$2.77K +24 +0.5%
PFM
1329
Parsec Financial Management
North Carolina
$614K +$1.16K +10 +0.2%
BG
1330
Berry Group
Massachusetts
$614K +$302K +2,615 +105%
BFG
1331
Baron Financial Group
New Jersey
$613K -$29.4K -254 -5%
ATWA
1332
Arbor Trust Wealth Advisors
Michigan
$613K -$13.5K -117 -2%
CPA
1333
Cowen Prime Advisors
New York
$613K -$1.5K -13 -0.3%
FFA
1334
Founders Financial Alliance
North Carolina
$610K -$2.66K -23 -0.5%
S
1335
SignatureFD
Georgia
$609K -$73.3K -634 -11%
BWA
1336
Burt Wealth Advisors
Maryland
$609K +$693 +6 +0.1%
SWM
1337
Sugarloaf Wealth Management
Georgia
$608K -$2.89K -25 -0.5%
IFWM
1338
Institute for Wealth Management
Colorado
$607K -$52.2K -452 -8%
KTC
1339
Kistler-Tiffany Companies
Pennsylvania
$607K -$925 -8 -0.2%
PTP
1340
Platform Technology Partners
New York
$605K -$124K -1,074 -18%
RAM
1341
Roanoke Asset Management
New Jersey
$604K -$69.5K -601 -11%
BMC
1342
Benin Management Corp
Connecticut
$599K -$3K -26 -0.5%
AI
1343
Accredited Investors
Minnesota
$598K -$23.6K -204 -4%
CCFCSB
1344
Cape Cod Five Cents Savings Bank
Massachusetts
$596K -$97.8K -846 -15%
FUBT
1345
First United Bank & Trust
Maryland
$596K +$4.51K +39 +0.8%
MFW
1346
Meristem Family Wealth
Minnesota
$595K -$72.5K -627 -11%
ITIM
1347
Indiana Trust & Investment Management
Indiana
$592K -$89.9K -778 -14%
TC
1348
Trilogy Capital
California
$592K +$2.31K +20 +0.4%
IP
1349
Investment Partners
Ohio
$592K +$122K +1,055 +27%
CCC
1350
Chelsea Counsel Company
California
$591K – – –
52 53
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