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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1376
WealthSource Partners
California
$569K -$437K -3,129 -44%
CCP
1377
Corient Capital Partners
California
$567K – – –
FWCM
1378
First Western Capital Management
California
$565K -$36.6K -262 -6%
PCMC
1379
Paragon Capital Management (Colorado)
Colorado
$564K +$559 +4 +0.1%
PA
1380
Planning Alternatives
Michigan
$563K +$5.87K +42 +1%
MAM
1381
Mastrapasqua Asset Management
Tennessee
$562K -$5.87K -42 -1%
BWM
1382
Baystate Wealth Management
Massachusetts
$561K -$71.1K -509 -11%
CCG
1383
Chatham Capital Group
Georgia
$561K – – –
HCC
1384
Hirtle Callaghan & Co
Pennsylvania
$559K – – –
OIWM
1385
OptiFour Integrated Wealth Management
Virginia
$559K +$279 +2 +0.1%
HS
1386
HighVista Strategies
Massachusetts
$559K +$541K +3,870 New
NA
1387
Nottingham Advisors
New York
$556K -$62.6K -448 -10%
DAM
1388
Diamant Asset Management
Connecticut
$555K -$36.5K -261 -6%
CTA
1389
Colonial Trust Advisors
South Carolina
$555K -$16.1K -115 -3%
BBP
1390
Banco BTG Pactual
Brazil
$555K +$263K +1,881 +96%
IRC
1391
Investors Research Corp
Georgia
$550K -$6.15K -44 -1%
AAP
1392
Arax Advisory Partners
Colorado
$548K +$85.5K +612 +19%
TI
1393
Truepoint Inc
Ohio
$547K +$9.92K +71 +2%
OBWP
1394
O'Brien Wealth Partners
Massachusetts
$546K +$528K +3,776 New
WCM
1395
Weik Capital Management
Pennsylvania
$544K -$5.17K -37 -1%
AAM
1396
Ascension Asset Management
New York
$544K – – –
NJBEST
1397
New Jersey Better Educational Savings Trust
New Jersey
$544K +$14.7K +105 +3%
WP
1398
WealthShield Partners
North Carolina
$541K +$253K +1,808 +94%
PK
1399
Pflug Koory
Nebraska
$540K -$2.65K -19 -0.5%
CFGS
1400
Concourse Financial Group Securities
Alabama
$540K +$522K +3,733 New
54 55
56
57 58