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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1401
Planning Alternatives
Michigan
$621K -$241K -1,367 -29%
BEAM
1402
Baker Ellis Asset Management
Washington
$621K -$7.39K -42 -1%
WCA
1403
Westover Capital Advisors
Delaware
$621K – – –
CCM
1404
Coldstream Capital Management
Washington
$621K +$11.6K +66 +2%
HF
1405
Hoxton Financial
West Virginia
$620K -$468K -2,660 -44%
HCA
1406
Horan Capital Advisors
Ohio
$620K -$33.1K -188 -5%
NDSI
1407
Newman Dignan & Sheerar Inc
Rhode Island
$620K -$4.93K -28 -0.8%
CL
1408
CPWM LLC
Washington
$619K – – –
LIA
1409
LBMC Investment Advisors
Tennessee
$605K +$15.5K +88 +3%
FTI
1410
Fiduciary Trust International
Massachusetts
$605K +$192K +1,093 +50%
PO
1411
Private Ocean
California
$603K +$147K +837 +34%
FGP
1412
Foyston, Gordon, & Payne
Ontario, Canada
$602K – – –
BCA
1413
Benchmark Capital Advisors
New York
$601K +$368K +2,092 +178%
BCM
1414
Bluefin Capital Management
New York
$600K +$593K +3,371 New
AIC
1415
Atlantic Investment Company
Georgia
$597K -$35.9K -204 -6%
VIMU
1416
Veritas Investment Management (UK)
United Kingdom
$595K – – –
CL
1417
Croft-Leominster
Maryland
$595K +$4.58K +26 +0.8%
ZTNA
1418
Zions Trust National Association
Utah
$593K – – –
AWA
1419
Arete Wealth Advisors
Illinois
$593K +$113K +639 +25%
MSFP
1420
Mark Sheptoff Financial Planning
Connecticut
$593K +$567K +3,221 New
IH
1421
IFC Holdings
Florida
$591K -$117K -667 -17%
PCMF
1422
Private Capital Management (Florida)
Florida
$588K -$1.94K -11 -0.3%
ST
1423
Somerset Trust
Pennsylvania
$588K +$24.6K +140 +5%
PCM
1424
Princeton Capital Management
New Jersey
$584K -$1.69M -9,595 -75%
TFO
1425
Tarbox Family Office
California
$584K -$238K -1,354 -30%
55 56
57
58 59