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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
SVA Wealth Management
Wisconsin
$262K -$359K -2,994 -55%
OC
1602
Oakworth Capital
Alabama
$262K -$87.6K -730 -23%
BLAM
1603
Bourne Lent Asset Management
New York
$262K – – –
TAM
1604
Todd Asset Management
Kentucky
$262K – – –
DSN
1605
D. Scott Neal
Kentucky
$262K +$9K +75 +3%
AIM
1606
Advantage Investment Management
Iowa
$261K -$107K -889 -27%
CC
1607
Colrain Capital
Massachusetts
$261K – – –
TAM
1608
Taurus Asset Management
New York
$261K – – –
PPP
1609
Private Portfolio Partners
New Jersey
$261K +$289K +2,404 New
GBBWRPM
1610
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$260K -$16.9K -141 -6%
RIS
1611
Retirement Income Solutions
Michigan
$260K -$2.04K -17 -0.7%
CBU
1612
CIBC Bank USA
Illinois
$259K -$91.1K -759 -24%
AIM
1613
Aspen Investment Management
Michigan
$259K -$68.3K -569 -19%
RWM
1614
Ritholtz Wealth Management
New York
$258K -$55.3K -461 -16%
NIM
1615
NuWave Investment Management
New Jersey
$258K +$188K +1,568 +196%
NIM
1616
Northeast Investment Management
Massachusetts
$257K -$56.4K -470 -17%
GP
1617
Girard Partners
Pennsylvania
$255K -$67.8K -565 -19%
OSNBOA
1618
Old Second National Bank of Aurora
Illinois
$255K +$4.44K +37 +2%
CCA
1619
Conestoga Capital Advisors
Pennsylvania
$254K – – –
NWM
1620
Northwest Wealth Management
Iowa
$253K +$960 +8 +0.3%
MIM
1621
Miller Investment Management
Pennsylvania
$252K – – –
PSC
1622
Prentiss Smith & Co
Vermont
$252K – – –
RBFC
1623
Roman Butler Fullerton & Co
Missouri
$252K +$259K +2,160 New
MFW
1624
Mosaic Family Wealth
Missouri
$251K -$51.1K -426 -16%
LB
1625
Legacy Bridge
Iowa
$251K +$277K +2,311 New
63 64
65
66 67