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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1801
VeraBank
Texas
$202K -$9.85K -75 -5%
CHJWM
1802
Carlton Hofferkamp & Jenks Wealth Management
Texas
$202K +$194K +1,474 New
MCIA
1803
Mountain Capital Investment Advisors
Colorado
$202K +$205K +1,560 New
AWP
1804
Ascent Wealth Partners
New York
$201K -$45.6K -347 -19%
DA
1805
Doliver Advisors
Texas
$201K – – –
BOPW
1806
Brandywine Oak Private Wealth
Pennsylvania
$200K -$131K -994 -40%
VFP
1807
Verus Financial Partners
Virginia
$200K -$18.1K -138 -8%
BCA
1808
Berman Capital Advisors
Georgia
$200K +$36.7K +279 +22%
BCI
1809
Brinker Capital Investments
Pennsylvania
$200K +$54.3K +413 +37%
CAM
1810
Close Asset Management
United Kingdom
$194K +$42K +320 +28%
FCA
1811
FinTrust Capital Advisors
South Carolina
$194K +$82.2K +626 +74%
SA
1812
SRH Advisors
Kansas
$193K -$5.91K -45 -3%
MCA
1813
Mercer Capital Advisers
New Jersey
$188K – – –
TI
1814
Truehand Inc
New Hampshire
$186K – – –
1IA
1815
1834 Investment Advisors
Wisconsin
$185K +$98K +746 +113%
AC
1816
Avestar Capital
New York
$182K – – –
BSPF
1817
British Steel Pension Fund
United Kingdom
$181K -$198K -1,506 -52%
BG
1818
Bollard Group
Massachusetts
$181K +$788 +6 +0.4%
HCM
1819
Hilton Capital Management
New York
$179K – – –
CBT
1820
Central Bank & Trust
Kentucky
$177K – – –
CF
1821
Centaurus Financial
California
$176K -$140K -1,062 -44%
BDWM
1822
Brewin Dolphin Wealth Management
Ireland
$175K -$82.5K -628 -32%
SIS
1823
Sound Income Strategies
Florida
$174K -$394 -3 -0.2%
CAL
1824
Capital Analysts LLC
Pennsylvania
$174K +$25.5K +194 +17%
LJHT
1825
Laurie J. Hall Trustee
$170K – – –
71 72
73
74 75