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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1601
Cullen Capital Management
New York
$518K – – –
STA
1602
Summit Trail Advisors
New York
$518K +$107K +773 +27%
CPP
1603
Capasso Planning Partners
South Carolina
$518K +$1.93K +14 +0.4%
WDG
1604
Wealth Dimensions Group
Ohio
$516K -$26.8K -194 -5%
WQ
1605
Wealth Quarterback
New Jersey
$516K +$25.2K +183 +5%
SSW
1606
Smith Shellnut Wilson
Mississippi
$515K -$9.93K -72 -2%
GP
1607
Geneva Partners
Wisconsin
$514K -$22.1K -160 -4%
MCM
1608
MV Capital Management
Maryland
$511K +$14.3K +104 +3%
HPG
1609
Harvest Portfolios Group
Ontario, Canada
$511K +$500K +3,625 New
CWP
1610
Core Wealth Partners
California
$511K +$731K +5,303 New
FBT
1611
First Bankers Trust
Kentucky
$510K -$2.07K -15 -0.4%
FPCG
1612
Fort Pitt Capital Group
Pennsylvania
$510K -$20.7K -150 -4%
WC
1613
Whitney & Co
New York
$510K -$1.79K -13 -0.4%
FIBT
1614
First International Bank & Trust
North Dakota
$509K -$67.2K -487 -12%
HCM
1615
Hutchinson Capital Management
California
$508K -$44.7K -324 -8%
CMS
1616
Capital Market Strategies
Florida
$507K – – –
KTA
1617
Keeley-Teton Advisors
Illinois
$506K -$8.28K -60 -2%
QC
1618
Quent Capital
New York
$503K +$92.8K +673 +23%
GI
1619
GS Investments
Minnesota
$500K – – –
SAM
1620
Selway Asset Management
$500K +$366K +2,650 +294%
LFA
1621
LifeGuide Financial Advisors
Pennsylvania
$499K +$2.9K +21 +0.6%
KWM
1622
KFG Wealth Management
Indiana
$499K +$489K +3,543 New
SWIM
1623
Smallwood Wealth Investment Management
New Jersey
$497K -$60.6K -439 -11%
CAAM
1624
Cornerstone Advisors Asset Management
Pennsylvania
$497K – – –
HFRG
1625
Houlihan Financial Resource Group
Virginia
$497K -$8.69K -63 -2%
63 64
65
66 67