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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1651
Thomas Story & Son
Indiana
$331K – – –
HA
1652
Hays Advisory
Tennessee
$330K +$66K +454 +25%
FHB
1653
First Hawaiian Bank
Hawaii
$329K -$9.89K -68 -3%
JIP
1654
Jaffetilchin Investment Partners
Florida
$328K -$157K -1,080 -33%
FPCP
1655
Fort Point Capital Partners
California
$328K -$122K -837 -27%
LC
1656
LCNB Corp
Ohio
$328K -$84K -578 -21%
PP
1657
PDS Planning
Ohio
$328K +$325K +2,233 New
GHA
1658
GW Henssler & Associates
Georgia
$327K -$17.4K -120 -5%
UWPG
1659
Ullmann Wealth Partners Group
Florida
$326K +$304K +2,089 New
WC
1660
Weil Company
California
$326K +$323K +2,221 New
CCM
1661
Chickasaw Capital Management
Tennessee
$325K – – –
WAM
1662
Winslow Asset Management
Ohio
$324K -$22.8K -157 -7%
GC
1663
Gilbert & Cook
Iowa
$324K -$14K -96 -4%
BCM
1664
Brown Capital Management
Maryland
$321K – – –
AWM
1665
Avior Wealth Management
Nebraska
$321K +$3.35K +23 +1%
SMC
1666
Smith, Moore & Co
Missouri
$319K -$24.9K -171 -7%
AFA
1667
Arlington Financial Advisors
California
$319K +$292K +2,011 New
TCM
1668
Tradewinds Capital Management
Washington
$318K -$1.02K -7 -0.3%
BIM
1669
Baldwin Investment Management
Pennsylvania
$317K – – –
FIMG
1670
Financial & Investment Management Group
Michigan
$317K +$2.33K +16 +0.7%
JCM
1671
Janney Capital Management
Pennsylvania
$316K -$123K -849 -28%
AAS
1672
Annex Advisory Services
Wisconsin
$314K -$2.47K -17 -0.8%
SSW
1673
Smith Shellnut Wilson
Mississippi
$314K – – –
MSAM
1674
Moloney Securities Asset Management
Missouri
$313K -$1.69M -11,595 -84%
WA
1675
WBH Advisory
Maryland
$313K -$40.9K -281 -12%
65 66
67
68 69