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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1801
Security Asset Management
New York
$230K – – –
HIIFS
1802
Harel Insurance Investments & Financial Services
Israel
$230K +$176K +1,207 +333%
SSG
1803
Summit Securities Group
New York
$230K +$228K +1,569 New
RIM
1804
Regent Investment Management
Kentucky
$229K – – –
WCAMG
1805
Woodard & Company Asset Management Group
North Carolina
$228K +$227K +1,559 New
VFP
1806
Verus Financial Partners
Virginia
$227K -$204K -1,406 -48%
GIP
1807
Greatmark Investment Partners
Georgia
$227K – – –
RWA
1808
RGT Wealth Advisors
Texas
$227K +$8.29K +57 +4%
VCM
1809
Versant Capital Management
Arizona
$227K +$25.4K +175 +13%
GGI
1810
Godsey & Gibb Inc
Virginia
$226K – – –
CG
1811
Corundum Group
Colorado
$226K +$145 +1 +0.1%
PFA
1812
Pathway Financial Advisors
Vermont
$226K +$224K +1,538 New
SCP
1813
Syntal Capital Partners
Texas
$225K +$223K +1,536 New
ACA
1814
Anchor Capital Advisors
Massachusetts
$224K -$12.5K -86 -5%
AWM
1815
Altium Wealth Management
New York
$224K +$222K +1,530 New
BPM
1816
Bowling Portfolio Management
Ohio
$223K -$12.7K -87 -5%
DWA
1817
Divergent Wealth Advisors
Utah
$223K +$221K +1,521 New
EIG
1818
Ellenbecker Investment Group
Wisconsin
$223K +$221K +1,521 New
NCM
1819
Northside Capital Management
Oregon
$223K +$221K +1,521 New
WPW
1820
Waldron Private Wealth
Pennsylvania
$223K +$222K +1,525 New
PAA
1821
Peregrine Asset Advisers
Oregon
$222K -$9.02K -62 -4%
MAM
1822
Morse Asset Management
Connecticut
$222K – – –
LD
1823
Lipe & Dalton
New York
$221K -$2.42M -16,620 -92%
EDRIA
1824
Edmonds Duncan Registered Investment Advisors
Kansas
$221K – – –
MOS
1825
MGO One Seven
Ohio
$221K +$219K +1,508 New
71 72
73
74 75