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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1451
Quadrant Private Wealth Management
Pennsylvania
$589K -$35.7K -261 -6%
OIM
1452
Oder Investment Management
California
$589K +$18.3K +134 +3%
GWS
1453
Glassman Wealth Services
Virginia
$588K -$51.3K -375 -8%
HAIM
1454
Hunter Associates Investment Management
Pennsylvania
$586K -$1.3M -9,528 -69%
JPLA
1455
Joseph P. Lucia & Associates
New York
$586K +$159K +1,160 +38%
AA
1456
Addison Advisors
Vermont
$583K +$569K +4,160 New
O
1457
Ossiam
France
$583K +$591K +4,323 New
FI
1458
Fosun International
China
$582K – – –
MIG
1459
McGuire Investment Group
Rhode Island
$581K +$39.1K +286 +7%
IA
1460
Insight Advisors
Pennsylvania
$579K -$28.4K -208 -5%
BFA
1461
Brendel Financial Advisors
New Hampshire
$579K +$134K +978 +31%
EWM
1462
Endurance Wealth Management
Rhode Island
$578K +$16.7K +122 +3%
BFG
1463
Baron Financial Group
New Jersey
$576K -$35.1K -257 -6%
TLP
1464
Trinity Legacy Partners
Texas
$576K +$39.4K +288 +7%
SAM
1465
SignalPoint Asset Management
Missouri
$575K +$10.9K +80 +2%
CWP
1466
CFM Wealth Partners
Texas
$574K – – –
SMH
1467
Sanders Morris Harris
Texas
$571K -$1.36M -9,937 -71%
ADBIC
1468
A.D. Beadell Investment Counsel
Wisconsin
$571K -$17.8K -130 -3%
CAM
1469
Cidel Asset Management
Ontario, Canada
$570K – – –
CCMG
1470
Clark Capital Management Group
Pennsylvania
$570K +$23.8K +174 +4%
SSW
1471
Smith Shellnut Wilson
Mississippi
$570K +$143K +1,046 +35%
QCG
1472
Quadrant Capital Group
Ohio
$569K -$71.2K -521 -11%
LC
1473
Landaas & Company
Wisconsin
$569K +$2.33K +17 +0.4%
CA
1474
CSM Advisors
Pennsylvania
$569K +$555K +4,058 New
NRA
1475
NSI Retail Advisors
Pennsylvania
$569K +$555K +4,058 New
57 58
59
60 61