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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1601
Private Portfolio Partners
New Jersey
$396K +$15.6K +130 +4%
OCM
1602
One Capital Management
California
$396K +$2.99K +25 +0.8%
GM
1603
GeoWealth Management
Illinois
$396K +$12.8K +107 +4%
CAM
1604
Campion Asset Management
Virginia
$396K +$372K +3,107 New
MCM
1605
Magnolia Capital Management
New York
$395K -$72.6K -607 -16%
CCG
1606
Chatham Capital Group
Georgia
$395K – – –
FPCM
1607
Financial Partners Capital Management
New York
$391K +$43.8K +366 +14%
DSN
1608
D. Scott Neal
Kentucky
$390K -$11.8K -99 -3%
FFA
1609
Fragasso Financial Advisors
Pennsylvania
$390K +$7.18K +60 +2%
OSNBOA
1610
Old Second National Bank of Aurora
Illinois
$389K +$108K +899 +42%
WCM
1611
Whitener Capital Management
North Carolina
$388K – – –
WCAMG
1612
Woodard & Company Asset Management Group
North Carolina
$388K – – –
1IA
1613
1834 Investment Advisors
Wisconsin
$387K -$327K -2,731 -47%
SFM
1614
Signet Financial Management
New Jersey
$387K +$34.6K +289 +11%
SLF
1615
Sun Life Financial
Ontario, Canada
$386K +$72.3K +604 +25%
JPLA
1616
Joseph P. Lucia & Associates
New York
$385K +$8.14K +68 +2%
SSW
1617
Smith Shellnut Wilson
Mississippi
$385K +$90.6K +757 +33%
CST
1618
Charles Schwab Trust
Nevada
$384K -$190K -1,584 -34%
OC
1619
Oakworth Capital
Alabama
$384K +$89.3K +746 +33%
GF
1620
Gries Financial
Ohio
$384K +$334K +2,788 New
AWM
1621
Aberdeen Wealth Management
Illinois
$382K – – –
SOAMC
1622
Spirit of America Management Corp
New York
$382K – – –
SWA
1623
Sutton Wealth Advisors
Florida
$381K +$5.27K +44 +1%
MCM
1624
MV Capital Management
Maryland
$381K -$91.2K -762 -20%
TIA
1625
Traphagen Investment Advisors
New Jersey
$381K -$50.6K -423 -12%
63 64
65
66 67