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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
1551
Windsor Financial Group
Minnesota
$398K -$3.38M -19,601 -90%
GCC
1552
Guardian Capital (Canada)
Ontario, Canada
$398K -$32.4K -188 -8%
CCM
1553
Chickasaw Capital Management
Tennessee
$398K -$18.5K -107 -5%
EIA
1554
Edgemoor Investment Advisors
Maryland
$398K +$57.9K +336 +18%
BC
1555
Brinker Capital
Pennsylvania
$396K +$30.4K +176 +9%
FTI
1556
Fiduciary Trust International
Massachusetts
$393K – – –
HI
1557
Hendershot Investments
Virginia
$392K +$40.5K +235 +12%
FC
1558
FCA Corp
Texas
$388K +$67.1K +389 +22%
TT
1559
Tiedemann Trust
Delaware
$386K -$186K -1,080 -33%
SSM
1560
Sound Shore Management
Connecticut
$384K – – –
AHS
1561
Aspiriant Holdings S3
California
$383K -$3.33M -19,309 -90%
BWM
1562
Baystate Wealth Management
Massachusetts
$383K +$369K +2,137 New
WIS
1563
Wright Investors Service
Connecticut
$379K -$156K -905 -30%
NAM
1564
Nichols Asset Management
Massachusetts
$379K -$45K -261 -11%
FIM
1565
Frontier Investment Management
Texas
$379K -$6.21K -36 -2%
PCMI
1566
Paradigm Capital Management Inc
New York
$377K -$271K -1,569 -43%
PAMG
1567
Patton Albertson Miller Group
Tennessee
$377K +$84K +487 +30%
PAA
1568
Peregrine Asset Advisers
Oregon
$377K +$85.5K +496 +31%
BCMIO
1569
Beacon Capital Management Inc (Ohio)
Ohio
$374K +$359K +2,084 New
SCM
1570
Stellar Capital Management
Arizona
$373K +$358K +2,078 New
MAM
1571
Mizuho Asset Management
Japan
$372K -$18.6K -108 -5%
DSN
1572
D. Scott Neal
Kentucky
$370K +$355K +2,061 New
FC
1573
Fayerweather Charles
$369K – – –
EWM
1574
Edge Wealth Management
New York
$365K +$217K +1,256 +160%
BC
1575
Blackhill Capital
New Jersey
$364K +$350K +2,028 New
61 62
63
64 65