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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1701
Bingham Osborn & Scarborough
California
$355K -$113K -847 -24%
HWM
1702
Hemington Wealth Management
Virginia
$355K – – –
KS
1703
Karpas Strategies
Connecticut
$355K – – –
CFFP
1704
Center for Financial Planning
Michigan
$354K +$20.2K +151 +6%
HIP
1705
HUB Investment Partners
Texas
$353K +$143K +1,071 +67%
VCM
1706
Virtue Capital Management
Tennessee
$353K +$356K +2,661 New
PWM
1707
Provident Wealth Management
Tennessee
$350K – – –
WP
1708
WealthPLAN Partners
Nebraska
$350K +$3.61K +27 +0.9%
NS
1709
Newman & Schimel
Illinois
$350K +$3.74K +28 +1%
PIN
1710
Prudent Investors Network
California
$350K +$56K +419 +19%
P
1711
&Partners
Tennessee
$349K -$21.8K -163 -6%
BO
1712
Bank OZK
Arkansas
$348K – – –
SFM
1713
Signet Financial Management
New Jersey
$348K +$350K +2,619 New
GSIS
1714
Global Strategic Investment Solutions
Arizona
$347K -$69.9K -523 -17%
TSW
1715
Thompson Siegel & Walmsley
Virginia
$346K -$19K -142 -5%
TC
1716
TAP Consulting
Missouri
$344K -$142K -1,064 -29%
CIC
1717
Carnegie Investment Counsel
Ohio
$342K -$306K -2,290 -47%
TPA
1718
Trivium Point Advisory
Connecticut
$342K +$2K +15 +0.6%
SP
1719
Successful Portfolios
Florida
$341K -$1.34K -10 -0.4%
AIM
1720
Acropolis Investment Management
Missouri
$341K +$267 +2 +0.1%
CM
1721
Cornerstone Management
Georgia
$341K – – –
SHGA
1722
Sand Hill Global Advisors
California
$340K -$9.49K -71 -3%
GA
1723
Geller Advisors
New York
$340K +$8.02K +60 +2%
MAM
1724
MMA Asset Management
Pennsylvania
$339K – – –
TIM
1725
Tortoise Investment Management
New York
$338K +$13K +97 +4%
67 68
69
70 71