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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1376
NCM Capital Management
New Jersey
$748K – – –
CTFG
1377
Capstone Triton Financial Group
Oklahoma
$747K +$65.9K +488 +9%
CHJWM
1378
Carlton Hofferkamp & Jenks Wealth Management
Texas
$745K – – –
BWM
1379
BerganKDV Wealth Management
Minnesota
$745K +$1.89K +14 +0.3%
TCM
1380
Telos Capital Management
California
$743K +$38.6K +286 +6%
SFS
1381
Strategic Financial Services
New York
$741K -$39K -289 -5%
CA
1382
Cornerstone Advisory
Maryland
$740K -$268K -1,988 -28%
FF
1383
FourThought Financial
Florida
$740K -$44.7K -331 -6%
CWM
1384
Cranbrook Wealth Management
Michigan
$740K -$3.51K -26 -0.5%
FMB
1385
Field & Main Bank
Kentucky
$738K +$393K +2,915 +126%
IAIM
1386
International Assets Investment Management
Florida
$735K -$500K -3,707 -42%
AWA
1387
Acorn Wealth Advisors
Michigan
$732K +$24.8K +184 +4%
HR
1388
Howe & Rusling
New York
$731K +$24.8K +184 +4%
PPP
1389
Private Portfolio Partners
New Jersey
$730K +$1.49K +11 +0.2%
DTC
1390
Davidson Trust Company
Washington
$730K -$4.99K -37 -0.7%
CCMG
1391
Clark Capital Management Group
Pennsylvania
$729K +$137K +1,017 +25%
CRWM
1392
Castle Rock Wealth Management
California
$729K +$699K +5,181 New
MA
1393
MJP Associates
Connecticut
$727K +$37.1K +275 +6%
OPPTF
1394
OPSEU Pension Plan Trust Fund
Ontario, Canada
$726K +$700K +5,187 New
SXL
1395
Summit X LLC
Missouri
$723K +$388K +2,877 +127%
SWA
1396
Sax Wealth Advisors
New Jersey
$722K -$15.7K -116 -2%
JFL
1397
Jarislowsky, Fraser Ltd
Quebec, Canada
$720K – – –
CGL
1398
Clarius Group LLC
Washington
$720K +$137K +1,012 +25%
SFG
1399
Steward Financial Group
Texas
$719K +$15.1K +112 +2%
PC
1400
Port Capital
Illinois
$711K -$16.7K -124 -2%
54 55
56
57 58