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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
1751
Mountain Pacific Investment Advisers
Idaho
$913K – – –
MFG
1752
Magnus Financial Group
New York
$913K +$223K +911 +33%
MIM
1753
MTM Investment Management
South Carolina
$911K +$978 +4 +0.1%
SAM
1754
Secure Asset Management
Michigan
$910K -$135K -550 -13%
IFWM
1755
Institute for Wealth Management
Colorado
$908K -$1.96K -8 -0.2%
HKAM
1756
Horizon Kinetics Asset Management
New York
$908K – – –
TC
1757
Truvestments Capital
Florida
$906K +$246K +1,004 +38%
TWM
1758
Trueblood Wealth Management
Ohio
$906K +$86.8K +355 +11%
PC
1759
Port Capital
Illinois
$905K -$110K -450 -11%
T
1760
Tableaux
Massachusetts
$903K +$460K +1,880 +107%
IAS
1761
Investment Advisory Services
Texas
$903K -$6.12K -25 -0.7%
CAAM
1762
Cornerstone Advisors Asset Management
Pennsylvania
$903K – – –
HTHT
1763
Hemenway Trust Hemenway Trust
New Hampshire
$903K +$76.8K +314 +9%
WC
1764
Weil Company
California
$902K -$48.9K -200 -5%
CFD
1765
Creative Financial Designs
Indiana
$901K -$1.71K -7 -0.2%
SIA
1766
Soltis Investment Advisors
Utah
$900K -$20.3K -83 -2%
WF
1767
WinCap Financial
Massachusetts
$899K +$66.5K +272 +8%
CL
1768
CLG LLC
California
$896K +$5.63K +23 +0.6%
FWTB
1769
First Western Trust Bank
Colorado
$896K -$40.4K -165 -4%
NHT
1770
New Hampshire Trust
New Hampshire
$895K – – –
RCA
1771
Resonant Capital Advisors
Wisconsin
$893K +$40.1K +164 +5%
OFS
1772
Oldfather Financial Services
Nebraska
$892K – – –
TIA
1773
Traphagen Investment Advisors
New Jersey
$891K -$145K -593 -14%
BCFD
1774
Boit C.F. David
$891K – – –
PWPS
1775
Pinnacle Wealth Planning Services
Ohio
$891K +$64.8K +265 +8%
69 70
71
72 73