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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1501
Hamilton Point Investment Advisors
North Carolina
$309K – – –
KF
1502
Krilogy Financial
Missouri
$308K -$2.09K -15 -0.7%
CCM
1503
Chickasaw Capital Management
Tennessee
$308K – – –
AWM
1504
Avior Wealth Management
Nebraska
$306K -$50.7K -364 -15%
CC
1505
Cornerstone Capital
California
$305K – – –
BCM
1506
Brown Capital Management
Maryland
$304K -$15.2K -109 -5%
TCM
1507
Tradewinds Capital Management
Washington
$302K -$51.4K -369 -15%
IWM
1508
IHT Wealth Management
Illinois
$302K +$86.9K +624 +41%
TAM
1509
Taurus Asset Management
New York
$301K -$29.3K -210 -9%
SA
1510
Strategic Advisors
New York
$300K -$72.6K -521 -19%
AAS
1511
Annex Advisory Services
Wisconsin
$299K -$29.1K -209 -9%
BIM
1512
Baldwin Investment Management
Pennsylvania
$299K – – –
FIMG
1513
Financial & Investment Management Group
Michigan
$298K +$11.6K +83 +4%
SSW
1514
Smith Shellnut Wilson
Mississippi
$297K – – –
MSR
1515
Main Street Research
Connecticut
$296K -$12K -86 -4%
LCM
1516
Leisure Capital Management
California
$296K – – –
JGIA
1517
Jackson Grant Investment Advisers
Connecticut
$295K -$12.8K -92 -4%
HPWM
1518
Highland Private Wealth Management
Washington
$295K -$12.7K -91 -4%
BDWM
1519
Brewin Dolphin Wealth Management
Ireland
$293K +$295K +2,115 New
GWS
1520
Glassman Wealth Services
Virginia
$293K – – –
TCM
1521
Traynor Capital Management
Pennsylvania
$293K +$139 +1 +0%
TG
1522
TLP Group
Illinois
$293K +$54.9K +394 +23%
1IA
1523
1834 Investment Advisors
Wisconsin
$292K – – –
PP
1524
Pegasus Partners
Wisconsin
$290K -$28.7K -206 -9%
FIG
1525
FundX Investment Group
California
$290K – – –
59 60
61
62 63