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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCAM
1701
Onex Canada Asset Management
Ontario, Canada
$333K – – –
MFS
1702
Mirabella Financial Services
United Kingdom
$332K -$4.83M -40,369 -94%
DW
1703
Domani Wealth
Pennsylvania
$331K -$136K -1,139 -30%
BCM
1704
Boltwood Capital Management
California
$331K -$18.8K -157 -6%
AC
1705
Apella Capital
Connecticut
$329K -$37.8K -316 -11%
GSIS
1706
Global Strategic Investment Solutions
Arizona
$329K +$5.63K +47 +2%
NS
1707
Newman & Schimel
Illinois
$329K +$309K +2,584 New
WDL
1708
Well Done LLC
Michigan
$328K -$957 -8 -0.3%
SP
1709
Successful Portfolios
Florida
$328K +$12.4K +104 +4%
FBB
1710
Fulton Breakefield Broenniman
Maryland
$327K -$185K -1,545 -38%
TW
1711
TrinityPoint Wealth
Connecticut
$327K -$168K -1,407 -35%
HWM
1712
Hemington Wealth Management
Virginia
$327K +$78.7K +658 +34%
NA
1713
Nottingham Advisors
New York
$326K -$12.6K -105 -4%
DA
1714
DCM Advisors
New York
$326K +$2.04K +17 +0.7%
TSWM
1715
Triangle Securities Wealth Management
North Carolina
$326K +$29K +242 +10%
CWM
1716
Cranbrook Wealth Management
Michigan
$326K +$52.1K +435 +20%
LC
1717
LCNB Corp
Ohio
$325K – – –
SAM
1718
Strategy Asset Managers
California
$322K -$17.2K -144 -5%
GA
1719
Geller Advisors
New York
$321K +$41.8K +349 +16%
SHGA
1720
Sand Hill Global Advisors
California
$320K -$19.7K -165 -6%
AAP
1721
Aristotle Atlantic Partners
Florida
$320K – – –
GAM
1722
Gould Asset Management
California
$320K +$300K +2,510 New
AIM
1723
Acropolis Investment Management
Missouri
$319K -$17.1K -143 -5%
SCM
1724
Silvant Capital Management
Georgia
$319K – – –
RIM
1725
Rockbridge Investment Management
New York
$319K +$232K +1,941 +347%
67 68
69
70 71