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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
1601
Capasso Planning Partners
South Carolina
$513K -$6.34K -47 -1%
HCMT
1602
Highland Capital Management (Tennessee)
Tennessee
$513K +$5.94K +44 +1%
ACM
1603
Alethea Capital Management
Washington
$513K +$490K +3,634 New
ITIM
1604
Indiana Trust & Investment Management
Indiana
$512K +$1.08K +8 +0.2%
CMS
1605
Capital Market Strategies
Florida
$510K -$1.35K -10 -0.3%
MIM
1606
MTM Investment Management
South Carolina
$510K +$22.9K +170 +5%
RZH
1607
Relyea Zuckerberg Hanson
Connecticut
$509K +$52.8K +391 +12%
SMFG
1608
Sumitomo Mitsui Financial Group
Japan
$509K +$285K +2,111 +140%
5L
1609
55I LLC
Massachusetts
$508K +$37.4K +277 +8%
SSW
1610
Smith Shellnut Wilson
Mississippi
$507K -$5.8K -43 -1%
TVAMP
1611
Tennessee Valley Asset Management Partners
Tennessee
$507K +$66.1K +490 +16%
FA
1612
Fiducient Advisors
Illinois
$507K +$484K +3,589 New
CFMC
1613
Curbstone Financial Management Corp
New Hampshire
$506K – – –
MSU
1614
Mizuho Securities USA
New York
$506K – – –
ACA
1615
Aptus Capital Advisors
Alabama
$505K +$164K +1,213 +51%
BWM
1616
Blossom Wealth Management
California
$504K +$53K +393 +12%
SF
1617
Summit Financial
New Jersey
$504K -$298K -2,209 -38%
GI
1618
Gradient Investments
Minnesota
$503K +$34.6K +256 +8%
MG
1619
Mather Group
Illinois
$501K +$8.64K +64 +2%
FNBOSM
1620
First National Bank of South Miami
Florida
$501K +$77.1K +571 +19%
SAM
1621
Selway Asset Management
$501K +$479K +3,550 New
BFC
1622
Bedel Financial Consulting
Indiana
$500K +$11.1K +82 +2%
GWM
1623
GDS Wealth Management
Texas
$500K +$478K +3,542 New
SWIM
1624
Smallwood Wealth Investment Management
New Jersey
$499K -$81K -600 -15%
PWM
1625
Paulson Wealth Management
Illinois
$499K -$6.21K -46 -1%
63 64
65
66 67