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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
QTM
1751
qPULA Trading Management
New York
$320K -$336K -2,510 -51%
KA
1752
Klingman & Associates
New York
$320K -$2.41K -18 -0.7%
BMO
1753
Beck Mack & Oliver
New York
$320K – – –
CCA
1754
Childress Capital Advisors
Texas
$320K +$1.87K +14 +0.6%
ACA
1755
Atlas Capital Advisors
Wyoming
$319K – – –
RIS
1756
Retirement Income Solutions
Michigan
$316K +$22.2K +166 +8%
FAFN
1757
First Affirmative Financial Network
Colorado
$315K +$317K +2,368 New
KF
1758
Krilogy Financial
Missouri
$314K -$20.9K -156 -6%
VAG
1759
VisionPoint Advisory Group
Texas
$314K +$54.8K +410 +18%
TAM
1760
Tealwood Asset Management
Minnesota
$314K +$316K +2,362 New
CA
1761
Callahan Advisors
Texas
$314K +$316K +2,364 New
VWM
1762
Venturi Wealth Management
Texas
$313K -$17.9K -134 -5%
FAM
1763
Formidable Asset Management
Ohio
$312K – – –
LCM
1764
Leisure Capital Management
California
$312K – – –
ACP
1765
Aviance Capital Partners
Florida
$312K +$936 +7 +0.3%
SWP
1766
Summit Wealth Partners
Florida
$311K +$267 +2 +0.1%
BCM
1767
Boltwood Capital Management
California
$311K -$27.9K -209 -8%
HIC
1768
Hartline Investment Corp
Illinois
$311K – – –
COCM
1769
Charter Oak Capital Management
New Hampshire
$311K +$141K +1,056 +82%
PAM
1770
Peak Asset Management
Colorado
$309K – – –
SRIM
1771
Saratoga Research & Investment Management
California
$309K – – –
FMTC
1772
Farmers & Merchants Trust Company
California
$308K -$6.82K -51 -2%
KOC
1773
Koss-Olinger Consulting
Florida
$308K -$668 -5 -0.2%
SFP
1774
Sterling Financial Planning
New Jersey
$307K -$33.4K -250 -10%
DW
1775
Domani Wealth
Pennsylvania
$307K +$267 +2 +0.1%
69 70
71
72 73