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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1576
Marble Harbor Investment Counsel
Massachusetts
$342K -$42.6K -367 -11%
BCM
1577
Boltwood Capital Management
California
$342K -$12.2K -105 -3%
BIM
1578
Baldwin Investment Management
Pennsylvania
$342K +$344K +2,959 New
IWS
1579
Insight Wealth Strategies
California
$342K +$344K +2,962 New
CHA
1580
Cooper/Haims Advisors
New York
$340K -$1.97K -17 -0.6%
KS
1581
Karpas Strategies
Connecticut
$340K – – –
SWA
1582
Sutton Wealth Advisors
Florida
$339K -$2.32K -20 -0.7%
B
1583
Bridgeworth
Alabama
$338K -$24.5K -211 -7%
PIN
1584
Prudent Investors Network
California
$338K -$2.09K -18 -0.6%
NA
1585
Nottingham Advisors
New York
$336K – – –
S
1586
SimplyRich
California
$334K – – –
TSS
1587
Thomas Story & Son
Indiana
$333K – – –
CFG
1588
CMC Financial Group
Georgia
$333K +$3.37K +29 +1%
PWM
1589
Paulson Wealth Management
Illinois
$333K +$20.6K +177 +7%
GA
1590
Geller Advisors
New York
$333K +$335K +2,887 New
FNBSF
1591
First National Bank Sioux Falls
South Dakota
$332K – – –
SLA
1592
Silver Lake Advisory
Utah
$332K – – –
1IA
1593
1834 Investment Advisors
Wisconsin
$332K +$34.7K +299 +12%
I
1594
INVST
Indiana
$332K +$76.7K +660 +29%
BWP
1595
Bernardo Wealth Planning
Pennsylvania
$330K -$20.8K -179 -6%
FC
1596
Ferris Capital
Massachusetts
$330K +$6.97K +60 +2%
WCM
1597
Windsor Capital Management
Arizona
$330K +$8.13K +70 +3%
SAM
1598
Strategy Asset Managers
California
$330K +$110K +946 +50%
LCM
1599
Liberty Capital Management
Michigan
$329K -$12.2K -105 -4%
IAS
1600
IMA Advisory Services
Colorado
$329K – – –
62 63
64
65 66