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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1701
Security Asset Management
New York
$261K – – –
YMRC
1702
Yorktown Management & Research Company
Virginia
$261K – – –
WI
1703
WrapManager Inc
California
$261K +$19.1K +114 +8%
GIP
1704
Greatmark Investment Partners
Georgia
$258K – – –
WFG
1705
Windsor Financial Group
Minnesota
$258K – – –
BWFM
1706
Bridgewater Wealth & Financial Management
Maryland
$257K -$62.5K -373 -19%
I
1707
IberiaBank
Louisiana
$256K -$131K -781 -34%
RWM
1708
Rench Wealth Management
Texas
$256K +$2.18K +13 +0.9%
DCM
1709
Driehaus Capital Management
Illinois
$254K +$256K +1,528 New
MWM
1710
Mascoma Wealth Management
New Hampshire
$253K – – –
PFA
1711
Paradigm Financial Advisors
Missouri
$252K -$19.8K -118 -7%
VI
1712
Versor Investments
New York
$252K +$253K +1,511 New
DSI
1713
Daiwa SB Investments
Japan
$251K -$19.3K -115 -7%
CCM
1714
Consolidated Capital Management
California
$251K +$253K +1,510 New
ACP
1715
Aveo Capital Partners
Colorado
$249K -$475K -2,832 -65%
SFP
1716
Shepherd Financial Partners
Massachusetts
$248K -$63.4K -378 -20%
FCIM
1717
Fairview Capital Investment Management
California
$247K – – –
FC
1718
FCA Corp
Texas
$247K – – –
HA
1719
Hays Advisory
Tennessee
$247K +$2.52K +15 +1%
HCA
1720
Horan Capital Advisors
Ohio
$246K -$12.2K -73 -5%
SFS
1721
Summit Financial Strategies
Ohio
$246K – – –
ANBT
1722
American National Bank & Trust
Texas
$246K +$58.4K +348 +31%
CFP
1723
Cornerstone Financial Partners
North Carolina
$245K -$62.4K -372 -20%
TIM
1724
Total Investment Management
Arizona
$244K +$168 +1 +0.1%
MBA
1725
McQueen Ball & Associates
Pennsylvania
$243K -$10.4K -62 -4%
67 68
69
70 71