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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1501
BerganKDV Wealth Management
Minnesota
$513K -$126K -961 -18%
NCM
1502
Novare Capital Management
North Carolina
$511K +$266K +2,026 +89%
KFS
1503
Kurt F. Somerville
$510K +$118K +900 +26%
P
1504
Pitcairn
Pennsylvania
$509K -$40.8K -311 -7%
CWM
1505
Campbell Wealth Management
Virginia
$509K +$341K +2,602 +155%
CIA
1506
Choate Investment Advisors
Massachusetts
$508K -$24.9K -190 -4%
OIM
1507
Oder Investment Management
California
$508K +$4.72K +36 +0.8%
TFS
1508
Thoroughbred Financial Services
Tennessee
$506K -$48.7K -371 -8%
LIA
1509
LBMC Investment Advisors
Tennessee
$505K +$2.63K +20 +0.5%
TGAM
1510
TBH Global Asset Management
Tennessee
$504K -$35.7K -272 -6%
CGA
1511
Crescent Grove Advisors
Illinois
$501K -$291K -2,221 -34%
PWM
1512
Palumbo Wealth Management
New York
$500K -$19.6K -149 -3%
SWMP
1513
Signature Wealth Management Partners
New Jersey
$500K – – –
PM
1514
Penbrook Management
New York
$499K -$24.3K -185 -4%
AIA
1515
Armor Investment Advisors
North Carolina
$499K -$394 -3 -0.1%
SMH
1516
Sanders Morris Harris
Texas
$499K – – –
RIM
1517
Reliant Investment Management
Tennessee
$499K +$13.3K +101 +2%
HWA
1518
Heritage Wealth Advisors
Virginia
$498K -$7.87K -60 -1%
RCM
1519
Raleigh Capital Management
North Carolina
$498K +$180K +1,371 +49%
GG
1520
Greenwood Gearhart
Arkansas
$497K -$6.69K -51 -1%
LWM
1521
Liberty Wealth Management
California
$497K +$7.74K +59 +1%
PA
1522
PFG Advisors
Arizona
$495K +$47.1K +359 +9%
CCM
1523
Carlson Capital Management
Minnesota
$494K -$23.8K -181 -4%
DA
1524
DSC Advisors
Illinois
$494K +$184K +1,404 +51%
EWM
1525
Endurance Wealth Management
Rhode Island
$493K +$33.5K +255 +7%
59 60
61
62 63