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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1551
Lenox Wealth Advisors
New York
$338K – – –
SFM
1552
Systematic Financial Management
New Jersey
$335K – – –
RWM
1553
RKL Wealth Management
Pennsylvania
$334K – – –
DSN
1554
D. Scott Neal
Kentucky
$331K -$12.1K -67 -3%
B
1555
Bellecapital
Switzerland
$330K +$343K +1,904 New
MPWT
1556
MassMutual Private Wealth & Trust
Connecticut
$329K +$57.4K +319 +20%
MC
1557
Montag & Caldwell
Georgia
$329K +$37.6K +209 +12%
GCC
1558
Guardian Capital (Canada)
Ontario, Canada
$326K -$60.1K -334 -15%
SCA
1559
STALEY CAPITAL ADVISERS
Pennsylvania
$326K – – –
EWM
1560
Edge Wealth Management
New York
$325K -$30.1K -167 -8%
RSVP
1561
Ramsay Stattman Vela & Price
Colorado
$323K -$37.6K -209 -10%
AIA
1562
Alerus Investment Advisors
Minnesota
$323K +$3.6K +20 +1%
FWP
1563
FAS Wealth Partners
Kansas
$322K +$360 +2 +0.1%
ACI
1564
Alpha Cubed Investments
California
$321K -$2.14M -11,916 -87%
OC
1565
Oakworth Capital
Alabama
$319K – – –
LG
1566
Laidlaw Group
New York
$317K -$13.1K -73 -4%
AHS
1567
Aspiriant Holdings S3
California
$316K +$15.1K +84 +5%
GEM
1568
Global Endowment Management
North Carolina
$315K – – –
WPP
1569
Whalerock Point Partners
Rhode Island
$314K -$89.5K -497 -22%
GMCM
1570
Gruber & McBaine Capital Management
California
$314K – – –
AWS
1571
Aris Wealth Services
Pennsylvania
$313K +$11K +61 +3%
CRC
1572
Curi RMB Capital
Illinois
$312K -$4.5K -25 -1%
VA
1573
Valmark Advisers
Ohio
$311K – – –
AAM
1574
Autus Asset Management
Arizona
$311K +$47.5K +264 +17%
MCWS
1575
McKinley Carter Wealth Services
West Virginia
$309K – – –
61 62
63
64 65