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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Avior Wealth Management
Nebraska
$79K +$75.7K +430 New
PFO
1702
Pathstone Family Office
New Jersey
$78K +$8.8K +50 +13%
CCM
1703
Cupps Capital Management
Illinois
$75K +$71.8K +408 New
MAS
1704
Madden Advisory Services
Florida
$72K +$2.11K +12 +3%
KPCM
1705
Kings Point Capital Management
New York
$67K – – –
FBT
1706
Founders Bank & Trust
Michigan
$65K – – –
TF
1707
Trutina Financial
Washington
$62K +$59K +335 New
PIM
1708
Parasol Investment Management
Illinois
$60K – – –
SAC
1709
Smith Affiliated Capital
New York
$57.7K – – –
MUMSS
1710
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56K -$16.5K -94 -24%
CAL
1711
Capital Analysts LLC
Pennsylvania
$44.3K – – –
NC
1712
NewSquare Capital
Pennsylvania
$43K -$4.05K -23 -9%
IAS
1713
INR Advisory Services
Pennsylvania
$38K – – –
SGC
1714
South Georgia Capital
Illinois
$38K – – –
FIG
1715
Fusion Investment Group
Pennsylvania
$37K -$370K -2,103 -91%
HCM
1716
Horrell Capital Management
Arkansas
$37K – – –
LFR
1717
Lehman Financial Resources
Pennsylvania
$36K +$10.2K +58 +43%
LWM
1718
Lenox Wealth Management
Ohio
$23K -$11.8K -67 -35%
EWP
1719
Edmunds White Partners
Virginia
$23K +$21.7K +123 New
GXMC
1720
Global X Management Company
New York
$21K -$6.16K -35 -23%
IRS
1721
Invictus RG (Singapore)
Singapore
$20K -$149K -846 -88%
NHFG
1722
New Harbor Financial Group
Massachusetts
$19K +$1.76K +10 +11%
MIM
1723
Macroview Investment Management
Maryland
$17K +$9.68K +55 +149%
YL
1724
YCG LLC
Texas
$16K -$497K -2,824 -96%
WCM
1725
Wealthcare Capital Management
Virginia
$16K +$15.7K +89 New
67 68
69
70 71