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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1701
Stone Run Capital
New York
$188K +$180K +1,046 New
BMM
1702
Buffington Mohr McNeal
Idaho
$185K – – –
CHFS
1703
Cobble Hill Financial Services
New Jersey
$178K -$32.4K -188 -16%
IRS
1704
Invictus RG (Singapore)
Singapore
$172K +$74.8K +434 +83%
BCM
1705
Blume Capital Management
California
$168K +$161K +934 New
CEMP
1706
Compass Efficient Model Portfolios
Tennessee
$167K +$160K +930 New
GI
1707
Gradient Investments
Minnesota
$166K +$31.4K +182 +24%
MPWT
1708
MassMutual Private Wealth & Trust
Connecticut
$161K +$155K +899 New
CA
1709
CapWealth Advisors
Tennessee
$161K -$57.8K -335 -27%
CFA
1710
Camarda Financial Advisors
Florida
$153K – – –
PR
1711
Payden & Rygel
California
$150K – – –
WA
1712
Winfield Associates
Ohio
$148K +$142K +826 New
TFA
1713
Transamerica Financial Advisors
Florida
$147K +$11.6K +67 +9%
CFN
1714
Cordasco Financial Network
Florida
$141K +$135K +785 New
WA
1715
WealthTrust-Arizona
Arizona
$130K -$80.5K -467 -39%
PWAG
1716
Polaris Wealth Advisory Group
California
$110K – – –
RIA
1717
Regal Investment Advisors
Michigan
$110K +$67.9K +394 +180%
ECM
1718
ETrade Capital Management
Virginia
$106K +$19.1K +111 +23%
CAM
1719
ClariVest Asset Management
California
$102K -$26.1M -151,157 -100%
FMP
1720
Financial Management Professionals
Texas
$96K -$3.28K -19 -3%
LFG
1721
LifePlan Financial Group
Ohio
$82K – – –
SHWM
1722
Smith & Howard Wealth Management
Georgia
$81K -$3.62K -21 -4%
IMS
1723
Index Management Solutions
Pennsylvania
$78K +$27.8K +161 +59%
CRCP
1724
Copper Rock Capital Partners
Massachusetts
$75K – – –
CCM
1725
Credo Capital Management
Maryland
$71K +$2.76K +16 +4%
67 68
69
70 71