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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1576
SFMG Wealth Advisors
Texas
$325K +$176 +1 +0.1%
ZIG
1577
Zuckerman Investment Group
Illinois
$322K – – –
AWS
1578
Aris Wealth Services
Pennsylvania
$321K +$3.17K +18 +1%
KL
1579
Kinsight LLC
Alabama
$321K +$18.5K +105 +6%
AHS
1580
Aspiriant Holdings S3
California
$320K -$70.2K -399 -19%
FIM
1581
Freedom Investment Management
Connecticut
$320K +$84.5K +480 +38%
NPPM
1582
North Point Portfolio Managers
Ohio
$318K -$4.58K -26 -1%
HCM
1583
Hengehold Capital Management
Ohio
$318K +$9.15K +52 +3%
DJSG
1584
D.J. St. Germain
Massachusetts
$317K -$41.4K -235 -12%
CIS
1585
Capital International Sarl
California
$312K – – –
MC
1586
Montag & Caldwell
Georgia
$311K +$73.6K +418 +33%
ECM
1587
EagleClaw Capital Management
Massachusetts
$307K +$295K +1,674 New
QSS
1588
Quantitative Systematic Strategies
Florida
$306K -$127K -724 -30%
AWA
1589
ARS Wealth Advisors
Florida
$306K -$14.1K -80 -5%
ACM
1590
Aviance Capital Management
Florida
$306K +$258K +1,468 +745%
PCM
1591
Prelude Capital Management
New York
$304K +$71K +403 +32%
ACM
1592
Argent Capital Management
Missouri
$300K – – –
HHGA
1593
Halbert Hargrove Global Advisors
California
$299K -$10K -57 -3%
OCM
1594
One Capital Management
California
$299K +$286K +1,624 New
SAM
1595
Shamrock Asset Management
Texas
$297K – – –
PFC
1596
Phocas Financial Corp
California
$296K +$8.63K +49 +3%
HH
1597
HWG Holdings
Texas
$295K +$282K +1,604 New
UR
1598
USCA RIA
Texas
$291K -$44.2K -251 -14%
BTCR
1599
Bankers Trust Cedar Rapids
Iowa
$291K -$34.7K -197 -11%
MPWT
1600
MassMutual Private Wealth & Trust
Connecticut
$291K +$120K +680 +76%
62 63
64
65 66