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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1401
Halbert Hargrove Global Advisors
California
$476K +$254K +1,677 +118%
CRIG
1402
Charter Research & Investment Group
Connecticut
$472K – – –
SRCM
1403
Swift Run Capital Management
Virginia
$471K +$466K +3,071 New
MWAC
1404
Mariner Wealth Advisors (Cincinnati)
Ohio
$470K -$164K -1,079 -26%
RHFI
1405
Reilly Herbert Faulkner III
$470K -$17K -112 -4%
VFA
1406
Virtus Fund Advisers
Connecticut
$469K -$170K -1,121 -27%
AIP
1407
ARS Investment Partners
New York
$467K -$27.8K -183 -6%
LI
1408
Lafayette Investments
Maryland
$467K – – –
PIA
1409
Peachtree Investment Advisors
Georgia
$463K -$15.5K -102 -3%
KS
1410
Karpas Strategies
Connecticut
$460K – – –
NCM
1411
Northroad Capital Management
New York
$459K -$42.6K -281 -9%
SOAMC
1412
Spirit of America Management Corp
New York
$459K – – –
CS
1413
Credential Securities
$458K +$43.7K +288 +11%
GKIM
1414
GW&K Investment Management
Massachusetts
$457K -$14.3K -94 -3%
GAM
1415
Gould Asset Management
California
$457K -$2.43K -16 -0.5%
BAM
1416
Boyar Asset Management
New York
$456K – – –
AIA
1417
Arbor Investment Advisors
North Carolina
$451K – – –
TFO
1418
Tarbox Family Office
California
$450K -$17.3K -114 -4%
CTI
1419
Community Trust & Investment
Kentucky
$449K -$34.1K -225 -7%
MCM
1420
Maple Capital Management
Vermont
$447K -$218K -1,438 -33%
SDJVC
1421
St. Denis J. Villere & Co
Louisiana
$447K – – –
TC
1422
Telemus Capital
Michigan
$445K -$84.3K -556 -16%
PL
1423
Plancorp LLC
Missouri
$445K +$200K +1,318 +83%
BP
1424
BBR Partners
New York
$444K -$303 -2 -0.1%
FGA
1425
Flood Gamble Associates
New York
$443K – – –
55 56
57
58 59