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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TNAM
1626
Terra Nova Asset Management
New York
$431K +$33.6K +246 +9%
OSNBOA
1627
Old Second National Bank of Aurora
Illinois
$428K – – –
WCAMG
1628
Woodard & Company Asset Management Group
North Carolina
$427K – – –
ZAM
1629
Zevin Asset Management
Massachusetts
$426K -$52.4K -383 -11%
EGM
1630
Engineers Gate Manager
New York
$425K -$5.19M -37,970 -93%
AWM
1631
Accurate Wealth Management
Florida
$425K +$415K +3,032 New
GI
1632
Gradient Investments
Minnesota
$423K -$15.7K -115 -4%
TIA
1633
Traphagen Investment Advisors
New Jersey
$422K +$3.15K +23 +0.8%
IC
1634
Inverness Counsel
New York
$422K -$30.6K -224 -7%
WCM
1635
Whitener Capital Management
North Carolina
$422K -$4.92K -36 -1%
CFG
1636
CMC Financial Group
Georgia
$422K +$3.69K +27 +0.9%
PA
1637
Planning Alternatives
Michigan
$421K -$21.1K -154 -5%
BMM
1638
Buffington Mohr McNeal
Idaho
$421K -$17.9K -131 -4%
AWM
1639
Aberdeen Wealth Management
Illinois
$421K – – –
AWM
1640
Altavista Wealth Management
North Carolina
$421K +$129K +941 +46%
SWA
1641
Sutton Wealth Advisors
Florida
$420K +$684 +5 +0.2%
SOAMC
1642
Spirit of America Management Corp
New York
$420K – – –
PWA
1643
Physician Wealth Advisors
Utah
$420K +$426K +3,118 New
FPFS
1644
First Personal Financial Services
North Carolina
$419K -$25.4K -186 -6%
EN1L
1645
Engine No 1 LLC
California
$419K +$408K +2,987 New
MHIC
1646
Marble Harbor Investment Counsel
Massachusetts
$418K – – –
FPCM
1647
Financial Partners Capital Management
New York
$416K -$14.4K -105 -3%
DA
1648
DSC Advisors
Illinois
$414K -$241K -1,762 -37%
CCA
1649
Column Capital Advisors
Indiana
$414K +$410 +3 +0.1%
KS
1650
Karpas Strategies
Connecticut
$413K – – –
64 65
66
67 68