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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
1601
Windsor Financial Group
Minnesota
$225K -$13.4K -105 -6%
MSS
1602
Mitchell Sinkler & Starr
Pennsylvania
$223K -$43.3K -339 -18%
RAM
1603
Riggs Asset Management
Pennsylvania
$220K – – –
LSA
1604
L & S Advisors
California
$220K +$194K +1,517 New
HCM
1605
Hengehold Capital Management
Ohio
$220K +$194K +1,519 New
FCIM
1606
Fairview Capital Investment Management
California
$215K +$190K +1,484 New
RWM
1607
Rench Wealth Management
Texas
$215K +$190K +1,487 New
PWAG
1608
Polaris Wealth Advisory Group
California
$214K -$264K -2,068 -58%
BCM
1609
BlueCrest Capital Management
Jersey
$212K -$1.57M -12,307 -89%
FPCP
1610
Fort Point Capital Partners
California
$212K +$187K +1,462 New
KIM
1611
Karpus Investment Management
New York
$212K +$187K +1,464 New
DLHL
1612
Donald L. Hagan LLC
Florida
$209K -$806K -6,311 -81%
SCM
1613
Stonehearth Capital Management
Massachusetts
$209K +$184K +1,440 New
EDRE
1614
Edmond de Rothschild (Europe)
Luxembourg
$207K -$520K -4,073 -74%
DIA
1615
Dana Investment Advisors
Wisconsin
$206K +$182K +1,423 New
ZF
1616
Zhang Financial
Michigan
$206K +$182K +1,423 New
SWM
1617
Segment Wealth Management
Texas
$206K +$182K +1,425 New
RHFI
1618
Reilly Herbert Faulkner III
$205K -$44.8K -351 -20%
AIM
1619
Allen Investment Management
New York
$205K +$180K +1,413 New
MBA
1620
McQueen Ball & Associates
Pennsylvania
$205K +$181K +1,418 New
CCM
1621
Compass Capital Management
Minnesota
$204K -$22K -172 -11%
CFS
1622
Commonwealth Financial Services
West Virginia
$203K -$100K -784 -36%
QAM
1623
QCI Asset Management
New York
$203K -$26.3K -206 -13%
BAM
1624
Boyar Asset Management
New York
$203K +$179K +1,404 New
GCM
1625
Grisanti Capital Management
New York
$201K -$159K -1,243 -47%
63 64
65
66 67