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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1601
HeadInvest LLC
Maine
$317K – – –
TAM
1602
Taurus Asset Management
New York
$317K – – –
HIIFS
1603
Harel Insurance Investments & Financial Services
Israel
$317K +$234K +1,778 +283%
GAM
1604
Gould Asset Management
California
$317K +$316K +2,406 New
RCM
1605
RB Capital Management
Nevada
$317K +$316K +2,407 New
MPWT
1606
MassMutual Private Wealth & Trust
Connecticut
$316K -$257K -1,956 -45%
CC
1607
Colrain Capital
Massachusetts
$316K +$12.3K +94 +4%
PP
1608
PDS Planning
Ohio
$314K -$6.7K -51 -2%
MCP
1609
Mirador Capital Partners
California
$313K +$4.33K +33 +1%
NGA
1610
Naples Global Advisors
Florida
$313K +$312K +2,375 New
HTHT
1611
Hemenway Trust Hemenway Trust
New Hampshire
$312K -$73.6K -560 -19%
JCM
1612
Janney Capital Management
Pennsylvania
$310K +$42K +320 +16%
AEPG
1613
American Economic Planning Group
New Jersey
$309K -$14.6K -111 -5%
CCA
1614
Conestoga Capital Advisors
Pennsylvania
$308K – – –
MIM
1615
Miller Investment Management
Pennsylvania
$306K – – –
FIB
1616
First Interstate Bank
Montana
$306K +$13K +99 +4%
CAN
1617
Claraphi Advisory Network
United States
$306K +$69.6K +530 +30%
WHG
1618
Westwood Holdings Group
Texas
$306K +$305K +2,321 New
AWM
1619
Alterna Wealth Management
Texas
$306K +$305K +2,323 New
RPAM
1620
Rhenman & Partners Asset Management
Sweden
$305K -$33.8K -257 -10%
HJA
1621
Hugh Johnson Advisors
New York
$305K -$25.4K -193 -8%
LB
1622
Legacy Bridge
Iowa
$305K – – –
OSNBOA
1623
Old Second National Bank of Aurora
Illinois
$304K – – –
VWM
1624
Venturi Wealth Management
Texas
$303K -$471K -3,586 -61%
PWP
1625
Private Wealth Partners
California
$303K -$17.5K -133 -5%
63 64
65
66 67