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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFL
1401
Jarislowsky, Fraser Ltd
Quebec, Canada
$719K – – –
PIA
1402
Powell Investment Advisors
Florida
$718K +$7.45K +54 +1%
CWM
1403
Cranbrook Wealth Management
Michigan
$717K -$20.7K -150 -3%
LIA
1404
LS Investment Advisors
Michigan
$716K +$69K +500 +11%
SWM
1405
Sugarloaf Wealth Management
Georgia
$716K -$104K -753 -13%
WAG
1406
Winthrop Advisory Group
Massachusetts
$714K +$34.6K +251 +5%
GL
1407
Graypoint LLC
New York
$714K -$155K -1,127 -18%
PPP
1408
Private Portfolio Partners
New Jersey
$713K -$34.3K -249 -5%
CBC
1409
Coombe, Bender & Co
New York
$710K -$82.8K -600 -11%
BCM
1410
Boltwood Capital Management
California
$710K +$29.7K +215 +4%
HT
1411
Heritage Trust
Oklahoma
$707K +$14.9K +108 +2%
DIM
1412
Delta Investment Management
California
$706K +$2.35K +17 +0.3%
HFS
1413
Heritage Financial Services
Massachusetts
$703K -$3.04K -22 -0.4%
ATWA
1414
Arbor Trust Wealth Advisors
Michigan
$703K -$552 -4 -0.1%
DAM
1415
Delta Asset Management
Tennessee
$703K -$21.4K -155 -3%
DFG
1416
Delta Financial Group
New Jersey
$701K +$679K +4,923 New
MSS
1417
Mitchell Sinkler & Starr
Pennsylvania
$701K +$320K +2,317 +87%
JGIA
1418
Jackson Grant Investment Advisers
Connecticut
$700K +$1.52K +11 +0.2%
GFS
1419
GYL Financial Synergies
Connecticut
$700K +$49K +355 +8%
GBT
1420
Grove Bank & Trust
Florida
$699K – – –
PC
1421
Port Capital
Illinois
$698K +$25.1K +182 +4%
CWM
1422
Connecticut Wealth Management
Connecticut
$698K -$134K -969 -16%
PP
1423
Patten & Patten
Tennessee
$696K -$51.2K -371 -7%
FCIM
1424
Fairview Capital Investment Management
California
$695K – – –
SWA
1425
Sax Wealth Advisors
New Jersey
$694K -$25.9K -188 -4%
55 56
57
58 59