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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1601
LifePlan Investment Advisors
North Carolina
$507K +$489K +3,788 New
GI
1602
Gradient Investments
Minnesota
$507K -$24.5K -190 -5%
PAS
1603
Professional Advisory Services
Florida
$506K -$10.3K -80 -2%
HI
1604
Human Investing
Oregon
$505K -$62.9K -487 -11%
FA
1605
FDx Advisors
Illinois
$505K -$3.48K -27 -0.7%
MSS
1606
Mitchell Sinkler & Starr
Pennsylvania
$504K – – –
FSA
1607
Financial Sense Advisors
California
$503K -$9.55K -74 -2%
SW
1608
SlateStone Wealth
Florida
$502K -$20.3K -157 -4%
PCA
1609
Pallas Capital Advisors
Massachusetts
$502K +$220K +1,703 +84%
EGA
1610
E&G Advisors
Texas
$502K -$12.9K -100 -3%
OSNBOA
1611
Old Second National Bank of Aurora
Illinois
$502K – – –
FMTC
1612
Farmers & Merchants Trust Company
California
$501K -$9.81K -76 -2%
BTW
1613
Boston Trust Walden
Massachusetts
$500K -$42.6K -330 -8%
MIG
1614
McGuire Investment Group
Rhode Island
$500K +$62.1K +481 +15%
CST
1615
Charles Schwab Trust
Nevada
$500K -$327K -2,531 -39%
CWM
1616
Campbell Wealth Management
Virginia
$499K -$62.6K -485 -12%
ZB
1617
Zions Bancorporation
Utah
$498K -$8.9K -69 -2%
CT
1618
Colonial Trust
South Carolina
$498K +$31.2K +242 +7%
JF
1619
Joule Financial
Kentucky
$498K -$160K -1,236 -25%
GSB
1620
Greenfield Savings Bank
Massachusetts
$498K -$5.55K -43 -1%
TLP
1621
Trinity Legacy Partners
Texas
$498K – – –
TCM
1622
Telos Capital Management
California
$496K -$48.1K -373 -9%
WC
1623
Weil Company
California
$495K -$353K -2,735 -42%
CIA
1624
Cohen Investment Advisors
New Hampshire
$494K +$7.61K +59 +2%
VA
1625
Valmark Advisers
Ohio
$493K +$10.7K +83 +2%
63 64
65
66 67