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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1651
Genesis Wealth Advisors
Massachusetts
$195K – – –
USGIU
1652
U.S. Global Investors (USGI)
Texas
$193K – – –
VIM
1653
Veritas Investment Management
United Kingdom
$193K +$190K +1,255 New
BCMIO
1654
Beacon Capital Management Inc (Ohio)
Ohio
$192K +$3.94K +26 +2%
OAJ
1655
Ogorek Anthony Joseph
New York
$190K -$41.4K -273 -18%
CFG
1656
CKW Financial Group
Hawaii
$188K +$60.8K +401 +48%
BCM
1657
Blume Capital Management
California
$185K +$15.9K +105 +10%
AW
1658
Alpha Windward
Massachusetts
$183K +$6.22K +41 +4%
VIMU
1659
Veritas Investment Management (UK)
United Kingdom
$182K +$166K +1,093 +1,163%
WCM
1660
Wealthcare Capital Management
Virginia
$181K +$172K +1,136 +2,582%
NEAM
1661
New England Asset Management
Connecticut
$177K +$175K +1,151 New
CAL
1662
Capital Advisors Ltd
Ohio
$171K – – –
EWM
1663
Edge Wealth Management
New York
$169K -$182K -1,198 -52%
OSNBOA
1664
Old Second National Bank of Aurora
Illinois
$166K – – –
KA
1665
Klingman & Associates
New York
$161K -$30.3K -200 -16%
PFG
1666
Piershale Financial Group
Illinois
$161K – – –
BMM
1667
Buffington Mohr McNeal
Idaho
$158K – – –
MJP
1668
Michael J. Puzo
$156K -$37.2K -245 -19%
CHP
1669
Cable Hill Partners
Oregon
$154K -$5K -33 -3%
ACS
1670
Archford Capital Strategies
Illinois
$149K – – –
SAM
1671
Shamrock Asset Management
Texas
$144K – – –
TDC
1672
Thompson Davis & Co
Virginia
$139K -$41.6K -274 -23%
CFA
1673
Camarda Financial Advisors
Florida
$139K – – –
LWA
1674
Lowe Wealth Advisors
Maryland
$126K – – –
IP
1675
Isthmus Partners
Wisconsin
$125K – – –
65 66
67
68 69