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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1701
Orrstown Financial Services
Pennsylvania
$30K – – –
PCM
1702
Penserra Capital Management
California
$30K +$2.29K +16 +9%
DPA
1703
Delphi Private Advisors
California
$29K -$14.6K -102 -34%
CPIG
1704
Chicago Partners Investment Group
Illinois
$28K -$3.87K -27 -12%
WAP
1705
Wealthcare Advisory Partners
Pennsylvania
$25K +$25.1K +175 New
SAM
1706
Shamrock Asset Management
Texas
$24K – – –
MUS
1707
Mitsubishi UFJ Securities
Japan
$23K +$22.5K +157 New
RCM
1708
Riverhead Capital Management
Delaware
$22K -$8.06M -56,325 -99%
BC
1709
Barnett & Company
Tennessee
$22K – – –
HCM
1710
Horrell Capital Management
Arkansas
$21K – – –
AOWM
1711
Alpha Omega Wealth Management
Virginia
$20K – – –
CG
1712
Cutler Group
California
$18K +$3.01K +21 +20%
FO
1713
FT Options
Illinois
$15K -$1.48M -10,368 -99%
GBT
1714
Grove Bank & Trust
Florida
$15K – – –
WA
1715
WealthTrust-Arizona
Arizona
$15K +$286 +2 +2%
HCM
1716
Herndon Capital Management
Georgia
$12K +$12.2K +85 New
WAS
1717
WESPAC Advisors SoCal
California
$11.7K -$100K -702 -90%
WI
1718
Wintrust Investments
Illinois
$10K +$419K +2,929 New
CF
1719
CenterStar Fund
Illinois
$9K – – –
ECM
1720
Exchange Capital Management
Michigan
$8K +$7.44K +52 New
AT
1721
Arden Trust
Delaware
$7.83K -$144K -1,005 -2%
BCI
1722
Brinker Capital Investments
Pennsylvania
$6K – – –
MSFP
1723
Mark Sheptoff Financial Planning
Connecticut
$6K +$6.16K +43 New
RWM
1724
Raffa Wealth Management
District of Columbia
$3.04K – – –
UMA
1725
USA Mutuals Advisors
Texas
$3K – – –
67 68
69
70 71