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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1726
Main Street Research
Connecticut
$374K +$112K +856 +42%
FIM
1727
Fruth Investment Management
Texas
$373K -$13K -100 -3%
PA
1728
Planning Alternatives
Michigan
$373K -$2.48K -19 -0.7%
LC
1729
Landaas & Company
Wisconsin
$373K – – –
CCA
1730
Column Capital Advisors
Indiana
$373K +$2.09K +16 +0.6%
DA
1731
Duality Advisers
Florida
$372K -$258K -1,976 -41%
PP
1732
PDS Planning
Ohio
$371K +$65.9K +505 +22%
6F
1733
626 Financial
Michigan
$370K -$37.8K -290 -9%
QPWM
1734
Quadrant Private Wealth Management
Pennsylvania
$369K -$14.6K -112 -4%
KS
1735
Karpas Strategies
Connecticut
$369K -$130 -1 -0%
CCG
1736
Chatham Capital Group
Georgia
$369K – – –
JF
1737
Jump Financial
Illinois
$367K -$331K -2,539 -47%
BMM
1738
Buffington Mohr McNeal
Idaho
$367K – – –
BCAM
1739
Boston Common Asset Management
Massachusetts
$366K -$43.9K -337 -11%
CWM
1740
Campbell Wealth Management
Virginia
$366K -$22.7K -174 -6%
MHWM
1741
Montz Harcus Wealth Management
Louisiana
$365K +$18.1K +139 +5%
SAA
1742
Southeast Asset Advisors
Georgia
$364K – – –
MWM
1743
Mascoma Wealth Management
New Hampshire
$364K +$2.35K +18 +0.6%
NFG
1744
Norris Financial Group
South Carolina
$364K +$45.6K +350 +14%
FUBT
1745
First United Bank & Trust
Maryland
$362K -$27.6K -212 -7%
GSIS
1746
Global Strategic Investment Solutions
Arizona
$362K +$8.74K +67 +2%
CF
1747
Centaurus Financial
California
$360K -$18.1K -139 -5%
MWC
1748
MBM Wealth Consultants
Missouri
$359K -$281K -2,151 -44%
WIA
1749
World Investment Advisors
California
$359K +$360K +2,761 New
FMP
1750
Financial Management Professionals
Texas
$358K +$46K +353 +15%
68 69
70
71 72