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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTPPF
1651
Board of the Pension Protection Fund
United Kingdom
$945K +$958K +4,300 New
BFO
1652
Boston Family Office
Massachusetts
$944K -$21.8K -98 -2%
BHPW
1653
Beverly Hills Private Wealth
California
$943K -$23.2K -104 -2%
SFSG
1654
Sound Financial Strategies Group
Mississippi
$943K +$68.6K +308 +8%
APIM
1655
Agate Pass Investment Management
Washington
$942K +$954K +4,283 New
RMSCM
1656
R.M. Sincerbeaux Capital Management
New York
$939K -$52.1K -234 -5%
VFP
1657
Verus Financial Partners
Virginia
$937K +$200K +900 +27%
WC
1658
Waterloo Capital
Texas
$936K -$338K -1,518 -26%
GA
1659
Geller Advisors
New York
$934K +$29.2K +131 +3%
CCB
1660
Cutter & Co Brokerage
Missouri
$934K -$65.5K -294 -6%
CIS
1661
Capital International Sarl
California
$931K +$944K +4,237 New
CWM
1662
Cranbrook Wealth Management
Michigan
$931K – – –
DHC
1663
Drum Hill Capital
Connecticut
$931K +$943K +4,235 New
BWM
1664
Blossom Wealth Management
California
$929K -$114K -512 -11%
DDC
1665
DF Dent & Co
Maryland
$927K -$2.67K -12 -0.3%
PFSC
1666
Peoples Financial Services Corp
Pennsylvania
$927K -$15.1K -68 -2%
WI
1667
WrapManager Inc
California
$927K +$939K +4,217 New
AIA
1668
AssuredPartners Investment Advisors
Florida
$926K +$938K +4,214 New
IA
1669
IMZ Advisory
Florida
$926K – – –
MTIC
1670
Missouri Trust & Investment Company
Missouri
$926K – – –
SAM
1671
Secure Asset Management
Michigan
$925K +$333K +1,495 +55%
DWA
1672
Delos Wealth Advisors
Texas
$923K – – –
WBWA
1673
William B. Walkup & Associates
South Carolina
$923K – – –
CA
1674
Cornerstone Advisory
Maryland
$920K +$73.3K +329 +10%
SI
1675
Severin Investments
Missouri
$920K +$932K +4,185 New
65 66
67
68 69