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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1651
TD Capital Management
Tennessee
$213K -$6.43K -40 -3%
CAW
1652
Cornerstone Advisors (Washington)
Washington
$211K – – –
HCM
1653
Hilton Capital Management
New York
$209K – – –
WPP
1654
Whalerock Point Partners
Rhode Island
$209K – – –
UR
1655
USCA RIA
Texas
$208K -$9.32K -58 -4%
CWA
1656
Constellation Wealth Advisors
New York
$207K -$125K -780 -37%
LAIC
1657
Lederer & Associates Investment Counsel
California
$207K – – –
EIA
1658
Edgemoor Investment Advisors
Maryland
$203K – – –
LSC
1659
Lesa Sroufe & Co
Washington
$203K – – –
MCM
1660
McMillion Capital Management
North Carolina
$203K – – –
CAL
1661
Capital Advisors Ltd
Ohio
$203K +$30.2K +188 +17%
OAJ
1662
Ogorek Anthony Joseph
New York
$202K +$9.96K +62 +5%
MAM
1663
Marquette Asset Management
Minnesota
$202K +$208K +1,297 New
BIM
1664
Barton Investment Management
Pennsylvania
$202K +$209K +1,299 New
ST
1665
Sabal Trust
Florida
$202K +$209K +1,303 New
FWP
1666
FAS Wealth Partners
Kansas
$200K -$51.6K -321 -20%
FIM
1667
Fernwood Investment Management
Massachusetts
$200K +$207K +1,289 New
USGIU
1668
U.S. Global Investors (USGI)
Texas
$195K – – –
VIM
1669
Veritas Investment Management
United Kingdom
$195K – – –
HTHT
1670
Hemenway Trust Hemenway Trust
New Hampshire
$193K -$17.2K -107 -8%
HF
1671
Hoxton Financial
West Virginia
$193K -$8.36K -52 -4%
AW
1672
Alpha Windward
Massachusetts
$191K +$6.27K +39 +3%
MJP
1673
Michael J. Puzo
$189K +$31.8K +198 +20%
BCM
1674
Blume Capital Management
California
$187K – – –
AWM
1675
Avior Wealth Management
Nebraska
$187K +$97.2K +605 +101%
65 66
67
68 69