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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
UR
1601
USCA RIA
Texas
$328K -$20.9K -121 -6%
GEM
1602
Global Endowment Management
North Carolina
$326K +$314K +1,820 New
GMCM
1603
Gruber & McBaine Capital Management
California
$325K – – –
LWA
1604
Lenox Wealth Advisors
New York
$323K +$20.5K +119 +7%
VA
1605
Valmark Advisers
Ohio
$322K +$48.5K +281 +19%
PFA
1606
Paradigm Financial Advisors
Missouri
$322K +$310K +1,798 New
CRC
1607
Curi RMB Capital
Illinois
$321K -$94.7K -549 -23%
WHRC
1608
W.H. Reaves & Co
New Jersey
$319K -$27.1K -157 -8%
BTCR
1609
Bankers Trust Cedar Rapids
Iowa
$319K -$3.1K -18 -1%
SSWM
1610
Sheets Smith Wealth Management
North Carolina
$319K -$690 -4 -0.2%
IUAM
1611
Itau USA Asset Management
New York
$319K – – –
RSVP
1612
Ramsay Stattman Vela & Price
Colorado
$319K – – –
WCBA
1613
Weaver C. Barksdale & Associates
Tennessee
$318K – – –
SWA
1614
SFMG Wealth Advisors
Texas
$316K +$35.4K +205 +13%
ZIG
1615
Zuckerman Investment Group
Illinois
$314K -$26.9K -156 -8%
NPPM
1616
North Point Portfolio Managers
Ohio
$314K – – –
GIM
1617
Greenwich Investment Management
Connecticut
$314K +$302K +1,752 New
AWA
1618
ARS Wealth Advisors
Florida
$312K +$300K +1,742 New
OC
1619
Oakworth Capital
Alabama
$311K +$299K +1,736 New
AWS
1620
Aris Wealth Services
Pennsylvania
$310K +$76K +441 +34%
FC
1621
Fairpointe Capital
Illinois
$308K – – –
FAAM
1622
First Allied Asset Management
California
$306K -$5.35M -31,043 -95%
CIS
1623
Capital International Sarl
California
$304K – – –
FWP
1624
FAS Wealth Partners
Kansas
$304K +$292K +1,693 New
HHGA
1625
Halbert Hargrove Global Advisors
California
$302K -$4.31K -25 -1%
63 64
65
66 67