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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAB
1601
First American Bank
Illinois
$260K +$964 +6 +0.4%
PMAM
1602
Picton Mahoney Asset Management
Ontario, Canada
$260K +$269K +1,674 New
HCM
1603
Highlander Capital Management
New Jersey
$259K – – –
SWA
1604
SFMG Wealth Advisors
Texas
$256K -$338K -2,103 -56%
LWA
1605
Lenox Wealth Advisors
New York
$255K -$21.1K -131 -7%
OC
1606
Oakworth Capital
Alabama
$254K -$21.1K -131 -7%
CPIG
1607
Chicago Partners Investment Group
Illinois
$253K -$3.86K -24 -1%
AWM
1608
Affinity Wealth Management
Delaware
$252K +$261K +1,624 New
NEPWA
1609
New England Private Wealth Advisors
Massachusetts
$249K +$6.43K +40 +3%
CHP
1610
Cable Hill Partners
Oregon
$249K +$92.4K +575 +57%
BIA
1611
Barry Investment Advisors
Massachusetts
$248K +$1.61K +10 +0.6%
VA
1612
Valmark Advisers
Ohio
$247K -$33.6K -209 -12%
PL
1613
Plancorp LLC
Missouri
$246K -$212K -1,318 -45%
CCM
1614
Compass Capital Management
Minnesota
$246K -$16.9K -105 -6%
PAA
1615
Peregrine Asset Advisers
Oregon
$246K – – –
SWM
1616
Segment Wealth Management
Texas
$245K – – –
MS
1617
Marshall & Sullivan
Washington
$244K -$50.5K -314 -17%
TWMP
1618
Taylor Wealth Management Partners
Massachusetts
$244K -$21.1K -131 -8%
SIM
1619
Sterling Investment Management
Arizona
$244K -$5.46K -34 -2%
NSCM
1620
New South Capital Management
Tennessee
$244K – – –
DIP
1621
DT Investment Partners
Pennsylvania
$244K +$252K +1,569 New
HCM
1622
Hengehold Capital Management
Ohio
$243K -$15.6K -97 -6%
ACM
1623
Argent Capital Management
Missouri
$243K – – –
F
1624
FutureAdvisor
California
$242K -$804 -5 -0.3%
AWS
1625
Aris Wealth Services
Pennsylvania
$242K – – –
63 64
65
66 67