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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Affinity Wealth Management
Delaware
$252K +$261K +1,624 New
NEPWA
1602
New England Private Wealth Advisors
Massachusetts
$249K +$6.43K +40 +3%
CHP
1603
Cable Hill Partners
Oregon
$249K +$92.4K +575 +57%
BIA
1604
Barry Investment Advisors
Massachusetts
$248K +$1.61K +10 +0.6%
VA
1605
Valmark Advisers
Ohio
$247K -$33.6K -209 -12%
PL
1606
Plancorp LLC
Missouri
$246K -$212K -1,318 -45%
CCM
1607
Compass Capital Management
Minnesota
$246K -$16.9K -105 -6%
PAA
1608
Peregrine Asset Advisers
Oregon
$246K – – –
SWM
1609
Segment Wealth Management
Texas
$245K – – –
MS
1610
Marshall & Sullivan
Washington
$244K -$50.5K -314 -17%
TWMP
1611
Taylor Wealth Management Partners
Massachusetts
$244K -$21.1K -131 -8%
SIM
1612
Sterling Investment Management
Arizona
$244K -$5.46K -34 -2%
NSCM
1613
New South Capital Management
Tennessee
$244K – – –
DIP
1614
DT Investment Partners
Pennsylvania
$244K +$252K +1,569 New
HCM
1615
Hengehold Capital Management
Ohio
$243K -$15.6K -97 -6%
ACM
1616
Argent Capital Management
Missouri
$243K – – –
F
1617
FutureAdvisor
California
$242K -$804 -5 -0.3%
AWS
1618
Aris Wealth Services
Pennsylvania
$242K – – –
RWM
1619
RKL Wealth Management
Pennsylvania
$240K -$40.7K -253 -14%
NYLT
1620
New York Life Trust
New York
$239K -$80.8K -503 -25%
AAM
1621
Autus Asset Management
Arizona
$238K -$5.95K -37 -2%
FCIM
1622
Fairview Capital Investment Management
California
$237K -$27.5K -171 -10%
SIA
1623
SeaBridge Investment Advisors
New Jersey
$237K – – –
PJSIMP
1624
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K +$245K +1,525 New
BL
1625
Balentine LLC
Georgia
$236K +$161 +1 +0.1%
63 64
65
66 67