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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1601
Taurus Asset Management
New York
$335K – – –
WPW
1602
Winthrop Partners - WNY
New York
$334K – – –
KWMG
1603
King Wealth Management Group
Florida
$334K -$13.4K -96 -4%
IWA
1604
Inspirion Wealth Advisors
Illinois
$333K – – –
WCM
1605
Windsor Capital Management
Arizona
$331K -$38.1K -273 -10%
JA
1606
JOYN Advisors
Georgia
$331K +$244K +1,749 +240%
GLI
1607
Guardian Life Insurance
New York
$330K +$55.2K +396 +19%
HPWM
1608
Highland Private Wealth Management
Washington
$330K +$344K +2,465 New
WDL
1609
Well Done LLC
Michigan
$329K – – –
AEPG
1610
American Economic Planning Group
New Jersey
$328K -$71.3K -511 -17%
CMANY
1611
Capital Management Associates (New York)
New York
$328K – – –
SMFS
1612
Squar Milner Financial Services
California
$328K +$49K +351 +17%
BLAM
1613
Bourne Lent Asset Management
New York
$326K -$5.02K -36 -1%
MIA
1614
MainStreet Investment Advisors
Illinois
$326K +$3.63K +26 +1%
HCM
1615
Harvest Capital Management
New Hampshire
$325K – – –
CGT
1616
Capital Guardian Trust
California
$324K -$112K -805 -25%
DSN
1617
D. Scott Neal
Kentucky
$324K -$76K -545 -18%
LC
1618
LCNB Corp
Ohio
$324K +$21.8K +156 +7%
TAM
1619
Todd Asset Management
Kentucky
$323K -$7.39K -53 -2%
RIS
1620
Retirement Income Solutions
Michigan
$322K -$31.2K -224 -8%
LCM
1621
LVM Capital Management
Michigan
$322K +$26.2K +188 +8%
CC
1622
Colrain Capital
Massachusetts
$321K -$7.25K -52 -2%
AIA
1623
Arbor Investment Advisors
North Carolina
$321K – – –
GGI
1624
Godsey & Gibb Inc
Virginia
$321K – – –
AIA
1625
Avalon Investment & Advisory
Texas
$321K +$335K +2,401 New
63 64
65
66 67