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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1426
Roosevelt Investment Group
New York
$473K -$49.4K -366 -10%
AWM
1427
Altavista Wealth Management
North Carolina
$473K – – –
FI
1428
FormulaFolio Investments
Michigan
$472K -$150K -1,111 -25%
MCWS
1429
McKinley Carter Wealth Services
West Virginia
$472K -$55.2K -409 -11%
BCP
1430
Berkeley Capital Partners
Georgia
$471K -$224K -1,664 -33%
IDBONY
1431
Israel Discount Bank of New York
New York
$469K +$33.2K +246 +8%
WANY
1432
Wealthspire Advisors (New York)
New York
$469K +$455K +3,370 New
PA
1433
Planning Alternatives
Michigan
$468K -$14.2K -105 -3%
MTC
1434
McDaniel Terry & Co
Texas
$468K +$7.96K +59 +2%
MWM
1435
Mascoma Wealth Management
New Hampshire
$468K +$22.7K +168 +5%
CFMC
1436
Curbstone Financial Management Corp
New Hampshire
$467K -$441K -3,267 -49%
SOAMC
1437
Spirit of America Management Corp
New York
$467K – – –
CA
1438
Cortland Associates
Missouri
$465K -$91.3K -677 -17%
HL
1439
HeadInvest LLC
Maine
$465K +$127K +939 +39%
WI
1440
Wintrust Investments
Illinois
$464K +$39.8K +295 +10%
MOS
1441
MGO One Seven
Ohio
$464K +$56.5K +419 +14%
FIM
1442
Fruth Investment Management
Texas
$463K – – –
PCM
1443
Palisade Capital Management
New Jersey
$461K – – –
BCM
1444
Boltwood Capital Management
California
$459K – – –
TYCC
1445
Texas Yale Capital Corp
Florida
$459K – – –
CC
1446
Capital Counsel
New York
$458K – – –
OFS
1447
Orrstown Financial Services
Pennsylvania
$458K – – –
WPC
1448
White Pine Capital
Minnesota
$457K +$19K +141 +4%
CFGS
1449
Concourse Financial Group Securities
Alabama
$455K -$550K -4,076 -55%
HIM
1450
Hotaling Investment Management
Pennsylvania
$455K -$111K -822 -20%
56 57
58
59 60