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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
1626
First United Bank & Trust
Maryland
$276K – – –
CAM
1627
Cozad Asset Management
Illinois
$276K +$106K +836 +47%
SRIM
1628
Saratoga Research & Investment Management
California
$275K -$61.5M -486,422 -99%
GBBWRPM
1629
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$275K -$1.9K -15 -0.6%
CTB
1630
Country Trust Bank
Illinois
$275K +$18.5K +146 +6%
TCA
1631
Transcend Capital Advisors
New Jersey
$275K +$115K +908 +54%
GCA
1632
Greenwood Capital Associates
South Carolina
$274K -$5M -39,572 -94%
CL
1633
CPWM LLC
Washington
$274K -$43.1K -341 -12%
MPWT
1634
MassMutual Private Wealth & Trust
Connecticut
$273K -$28.6K -226 -8%
MOS
1635
MGO One Seven
Ohio
$273K -$25.4K -201 -7%
1IA
1636
1834 Investment Advisors
Wisconsin
$273K +$70.6K +558 +28%
TWM
1637
Trinity Wealth Management
Pennsylvania
$272K +$3.79K +30 +1%
AC
1638
Apella Capital
Connecticut
$271K +$324K +2,560 New
FWM
1639
FSA Wealth Management
Massachusetts
$270K -$23.3K -184 -7%
AW
1640
Alpha Windward
Massachusetts
$270K +$4.43K +35 +1%
AFAS
1641
Acorn Financial Advisory Services
Virginia
$269K -$26.2K -207 -8%
HPWM
1642
Highland Private Wealth Management
Washington
$269K -$21K -166 -6%
CHAM
1643
Clear Harbor Asset Management
Connecticut
$269K +$2.02K +16 +0.6%
EDRIA
1644
Edmonds Duncan Registered Investment Advisors
Kansas
$268K – – –
RZH
1645
Relyea Zuckerberg Hanson
Connecticut
$267K +$7.08K +56 +2%
TL
1646
TrueWealth LLC
Georgia
$266K -$40.5K -320 -11%
AAP
1647
Aristotle Atlantic Partners
Florida
$266K – – –
SCM
1648
Silvant Capital Management
Georgia
$266K – – –
SP
1649
Successful Portfolios
Florida
$266K +$47.9K +379 +18%
VAS
1650
Valicenti Advisory Services
New York
$265K -$2.53K -20 -0.8%
64 65
66
67 68