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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1501
ProVise Management Group
Florida
$358K +$70.9K +561 +20%
PA
1502
Planning Alternatives
Michigan
$357K – – –
VCM
1503
Vivaldi Capital Management
Illinois
$356K -$61.2K -484 -13%
VCP
1504
Verus Capital Partners
Arizona
$356K +$24.4K +193 +6%
WP
1505
WealthSource Partners
California
$355K -$178K -1,405 -30%
MHIC
1506
Marble Harbor Investment Counsel
Massachusetts
$353K -$556K -4,393 -57%
MTC
1507
McDaniel Terry & Co
Texas
$353K +$1.01K +8 +0.2%
WHG
1508
Westwood Holdings Group
Texas
$353K +$129K +1,020 +44%
GAG
1509
GM Advisory Group
New York
$352K +$206K +1,632 +97%
WB
1510
West Bancorporation
Iowa
$351K – – –
HIM
1511
Hanlon Investment Management
New Jersey
$350K – – –
GPA
1512
Garrison Point Advisors
California
$349K +$76.1K +602 +22%
PWPS
1513
Pinnacle Wealth Planning Services
Ohio
$349K +$117K +925 +39%
CA
1514
Cortland Associates
Missouri
$348K -$1.52K -12 -0.4%
PK
1515
Pflug Koory
Nebraska
$348K – – –
FI
1516
FormulaFolio Investments
Michigan
$346K -$200K -1,579 -33%
AIM
1517
Acropolis Investment Management
Missouri
$346K -$12.8K -101 -3%
DAS
1518
Dynamic Advisor Solutions
Arizona
$346K +$73.1K +578 +22%
PP
1519
Paloma Partners
Connecticut
$344K -$2.75M -21,730 -87%
BFA
1520
Brendel Financial Advisors
New Hampshire
$341K – – –
RC
1521
Reik & Co
New York
$341K – – –
BOS
1522
Bank of Stockton
California
$338K -$47.5K -376 -11%
AWM
1523
Argent Wealth Management
Massachusetts
$337K +$33.4K +264 +9%
CCG
1524
Chatham Capital Group
Georgia
$334K – – –
PAS
1525
Professional Advisory Services
Florida
$334K – – –
59 60
61
62 63