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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1601
Curi RMB Capital
Illinois
$321K -$94.7K -549 -23%
WHRC
1602
W.H. Reaves & Co
New Jersey
$319K -$27.1K -157 -8%
BTCR
1603
Bankers Trust Cedar Rapids
Iowa
$319K -$3.1K -18 -1%
SSWM
1604
Sheets Smith Wealth Management
North Carolina
$319K -$690 -4 -0.2%
IUAM
1605
Itau USA Asset Management
New York
$319K – – –
RSVP
1606
Ramsay Stattman Vela & Price
Colorado
$319K – – –
WCBA
1607
Weaver C. Barksdale & Associates
Tennessee
$318K – – –
SWA
1608
SFMG Wealth Advisors
Texas
$316K +$35.4K +205 +13%
ZIG
1609
Zuckerman Investment Group
Illinois
$314K -$26.9K -156 -8%
NPPM
1610
North Point Portfolio Managers
Ohio
$314K – – –
GIM
1611
Greenwich Investment Management
Connecticut
$314K +$302K +1,752 New
AWA
1612
ARS Wealth Advisors
Florida
$312K +$300K +1,742 New
OC
1613
Oakworth Capital
Alabama
$311K +$299K +1,736 New
AWS
1614
Aris Wealth Services
Pennsylvania
$310K +$76K +441 +34%
FC
1615
Fairpointe Capital
Illinois
$308K – – –
FAAM
1616
First Allied Asset Management
California
$306K -$5.35M -31,043 -95%
CIS
1617
Capital International Sarl
California
$304K – – –
FWP
1618
FAS Wealth Partners
Kansas
$304K +$292K +1,693 New
HHGA
1619
Halbert Hargrove Global Advisors
California
$302K -$4.31K -25 -1%
DFIM
1620
Detwiler Fenton Investment Management
Massachusetts
$301K +$19K +110 +7%
HCM
1621
Hengehold Capital Management
Ohio
$300K -$162K -939 -36%
WCM
1622
Windsor Capital Management
Arizona
$299K -$32.1K -186 -10%
CAI
1623
Capital Advisors Inc
Oklahoma
$295K +$17.9K +104 +7%
AAS
1624
Annex Advisory Services
Wisconsin
$295K -$62.9K -365 -18%
KL
1625
Kinsight LLC
Alabama
$294K – – –
63 64
65
66 67