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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1626
Saturna Capital
Washington
$250K – – –
MYIA
1627
Mount Yale Investment Advisors
Colorado
$250K +$600 +5 +0.3%
PAG
1628
Pinnacle Advisory Group
Maryland
$250K +$277K +2,304 New
HIC
1629
Hartline Investment Corp
Illinois
$249K -$129K -1,073 -32%
HFM
1630
Harvest Fund Management
China
$249K +$80.9K +674 +42%
QCIG
1631
Quad-Cities Investment Group
Iowa
$248K -$356K -2,962 -56%
JCM
1632
Janney Capital Management
Pennsylvania
$248K +$240 +2 +0.1%
CAAS
1633
Capital Asset Advisory Services
Michigan
$247K – – –
MCG
1634
McCollum Christoferson Group
New York
$246K – – –
TSS
1635
Thomas Story & Son
Indiana
$246K – – –
GFS
1636
GYL Financial Synergies
Connecticut
$246K +$272K +2,264 New
BWAM
1637
Boyd Watterson Asset Management
Ohio
$245K -$112K -931 -29%
AIA
1638
Arbor Investment Advisors
North Carolina
$245K – – –
MS
1639
Maven Securities
Jersey
$245K +$273K +2,273 New
BBWA
1640
Bell & Brown Wealth Advisors
California
$244K -$726K -6,046 -73%
MCP
1641
Mirador Capital Partners
California
$244K -$106K -882 -28%
DAS
1642
Dynamic Advisor Solutions
Arizona
$243K -$338K -2,815 -60%
SP
1643
Successful Portfolios
Florida
$243K -$44.9K -374 -14%
GHA
1644
GW Henssler & Associates
Georgia
$243K -$1.56K -13 -0.6%
CFD
1645
Creative Financial Designs
Indiana
$243K +$27.7K +231 +12%
BDF
1646
Balasa Dinverno & Foltz
$242K -$160K -1,333 -37%
AIA
1647
Avalon Investment & Advisory
Texas
$242K -$35.4K -295 -12%
TSWM
1648
Triangle Securities Wealth Management
North Carolina
$241K -$61.3K -511 -19%
LC
1649
LCNB Corp
Ohio
$241K -$25.2K -210 -9%
CCM
1650
Chickasaw Capital Management
Tennessee
$241K – – –
64 65
66
67 68