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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1526
DSC Advisors
Illinois
$341K +$106K +669 +43%
SFWA
1527
Summit Financial Wealth Advisors
Louisiana
$341K +$354K +2,226 New
LNC
1528
Lincoln National Corp
Pennsylvania
$340K -$60.5K -380 -15%
CPA
1529
Capital Planning Advisors
California
$338K +$350K +2,202 New
TCB
1530
Texas Capital Bancshares
Texas
$336K -$115K -723 -25%
NP
1531
NorthRock Partners
Minnesota
$336K +$348K +2,189 New
NCM
1532
Nelson Capital Management
California
$334K +$4.14K +26 +1%
LG
1533
Laidlaw Group
New York
$333K +$78.8K +495 +30%
LCM
1534
Leisure Capital Management
California
$332K +$344K +2,165 New
BCM
1535
Brookstone Capital Management
Illinois
$330K -$102K -644 -23%
SIM
1536
Sterling Investment Management
Arizona
$330K -$33.3K -209 -9%
CFSG
1537
Community Financial Services Group
Vermont
$330K -$5.25K -33 -2%
NFC
1538
Northeast Financial Consultants
Connecticut
$330K – – –
OAM
1539
Occidental Asset Management
California
$329K – – –
BC
1540
Barnett & Company
Tennessee
$328K -$66.5K -418 -16%
WI
1541
Wedgewood Investors
Pennsylvania
$327K +$8.27K +52 +2%
WCM
1542
Windsor Capital Management
Arizona
$327K +$8.91K +56 +3%
SWM
1543
Segment Wealth Management
Texas
$325K -$1.79M -11,237 -84%
CL
1544
Croft-Leominster
Maryland
$324K -$183K -1,150 -35%
CWA
1545
Constellation Wealth Advisors
New York
$324K -$50.6K -318 -13%
NAM
1546
Nichols Asset Management
Massachusetts
$324K – – –
PCMI
1547
Paradigm Capital Management Inc
New York
$322K – – –
FC
1548
FCA Corp
Texas
$322K +$636 +4 +0.2%
LC
1549
Loews Corp
New York
$321K -$749K -4,707 -69%
BCAM
1550
Boston Common Asset Management
Massachusetts
$321K – – –
60 61
62
63 64