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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1801
Balasa Dinverno & Foltz
$327K -$63.8K -509 -17%
SHGA
1802
Sand Hill Global Advisors
California
$327K -$14.8K -118 -5%
VHAM
1803
Van Hulzen Asset Management
California
$327K +$18.2K +145 +6%
MF
1804
Montis Financial
Massachusetts
$326K +$306K +2,437 New
CRI
1805
Colonial River Investments
Virginia
$326K +$306K +2,441 New
CA
1806
Calton & Associates
Florida
$325K -$310K -2,472 -50%
FMB
1807
Field & Main Bank
Kentucky
$325K -$79K -630 -21%
SC
1808
Slow Capital
California
$324K -$6.4K -51 -2%
CCA
1809
Childress Capital Advisors
Texas
$324K +$2.01K +16 +0.7%
ACP
1810
Aviance Capital Partners
Florida
$324K +$9.41K +75 +3%
RIS
1811
Retirement Income Solutions
Michigan
$322K +$4.51K +36 +2%
VWM
1812
Venturi Wealth Management
Texas
$322K +$5.64K +45 +2%
SC
1813
Sinecera Capital
Texas
$322K +$302K +2,410 New
TSW
1814
Thompson Siegel & Walmsley
Virginia
$321K -$25.7K -205 -8%
NA
1815
Nottingham Advisors
New York
$321K -$13.9K -111 -4%
AAP
1816
Aristotle Atlantic Partners
Florida
$321K -$13.8K -110 -4%
FMP
1817
Financial Management Professionals
Texas
$321K -$13.2K -105 -4%
BWAM
1818
Boyd Watterson Asset Management
Ohio
$321K +$59.1K +471 +24%
MTWM
1819
Masso Torrence Wealth Management
New Jersey
$321K +$301K +2,403 New
SIG
1820
Sky Investment Group
Connecticut
$320K -$112K -895 -27%
FFWM
1821
Future Financial Wealth Management
Ohio
$320K -$96.1K -766 -25%
BO
1822
Bank OZK
Arkansas
$320K -$29.2K -233 -9%
XWM
1823
Xcel Wealth Management
Florida
$320K +$37.6K +300 +14%
HFAS
1824
Hummer Financial Advisory Services
Illinois
$319K -$13.8K -110 -4%
MRCM
1825
M&R Capital Management
New Jersey
$318K -$79.4K -633 -21%
71 72
73
74 75