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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
1551
O'Brien Wealth Partners
Massachusetts
$276K – – –
PHAM
1552
Palisades Hudson Asset Management
Florida
$275K – – –
BHA
1553
Beech Hill Advisors
New York
$273K -$89.8K -627 -25%
BCAM
1554
Boston Common Asset Management
Massachusetts
$273K – – –
TDC
1555
Thompson Davis & Co
Virginia
$273K +$120K +841 +81%
SIC
1556
Shoker Investment Counsel
Ohio
$272K +$286 +2 +0.1%
NEPPG
1557
New England Professional Planning Group
Rhode Island
$271K – – –
CGL
1558
Clarius Group LLC
Washington
$271K +$267K +1,866 New
WMG
1559
WESCAP Management Group
California
$270K – – –
DSN
1560
D. Scott Neal
Kentucky
$269K -$13.7K -96 -5%
IWC
1561
Integrated Wealth Counsel
California
$267K – – –
AIM
1562
Advantage Investment Management
Iowa
$264K -$5.15K -36 -2%
CIS
1563
Connors Investor Services
Pennsylvania
$264K – – –
VCP
1564
Vista Capital Partners
Oregon
$264K +$24.8K +173 +10%
HCA
1565
Horan Capital Advisors
Ohio
$263K – – –
BWFM
1566
Bridgewater Wealth & Financial Management
Maryland
$262K -$7.44K -52 -3%
NCM
1567
Nelson Capital Management
California
$261K – – –
VC
1568
Vestor Capital
Illinois
$261K +$7.44K +52 +3%
CFP
1569
Cornerstone Financial Partners
North Carolina
$261K +$19.9K +139 +8%
NCMW
1570
Northern Capital Management (Wisconsin)
Wisconsin
$260K – – –
FC
1571
FCA Corp
Texas
$258K +$255K +1,778 New
WCM
1572
Westend Capital Management
California
$258K +$255K +1,778 New
GS
1573
Girard Securities
California
$257K +$5.15K +36 +2%
PFA
1574
Paradigm Financial Advisors
Missouri
$255K -$64.4K -450 -20%
CCM
1575
Canal Capital Management
Virginia
$253K -$82.3K -575 -25%
61 62
63
64 65