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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1901
Windsor Capital Management
Arizona
$506K -$4.74K -26 -1%
BW
1902
BIP Wealth
Georgia
$505K -$68.4K -375 -12%
AGP
1903
Autumn Glory Partners
Texas
$504K -$105K -575 -18%
MCM
1904
Magnolia Capital Management
New York
$504K – – –
TWM
1905
TriaGen Wealth Management
California
$502K -$9.12K -50 -2%
ACP
1906
Aveo Capital Partners
Colorado
$502K -$13K -71 -2%
HC
1907
Hamilton Capital
Ohio
$501K +$124K +681 +35%
VWA
1908
Visionary Wealth Advisors
Illinois
$501K +$17.7K +97 +4%
SHGA
1909
Sand Hill Global Advisors
California
$501K – – –
MHIC
1910
Marble Harbor Investment Counsel
Massachusetts
$500K +$9.12K +50 +2%
PCMC
1911
Private Capital Management (Colorado)
Colorado
$500K -$25.5K -140 -5%
IDBONY
1912
Israel Discount Bank of New York
New York
$499K -$280K -1,535 -37%
SL
1913
Salomon & Ludwin
Virginia
$499K +$76.8K +421 +19%
CWM
1914
Chesapeake Wealth Management
Virginia
$497K +$26.5K +145 +6%
TIM
1915
Tortoise Investment Management
New York
$496K +$182 +1 +0%
BWA
1916
BlueSky Wealth Advisors
North Carolina
$496K -$4.74K -26 -1%
6F
1917
626 Financial
Michigan
$494K +$16.4K +90 +4%
DAM
1918
Doheny Asset Management
California
$494K -$94.5K -518 -17%
TCM
1919
Towercrest Capital Management
Pennsylvania
$494K +$123K +672 +35%
WWS
1920
Wellington Wealth Strategies
Indiana
$492K +$470K +2,576 New
FAM
1921
Fenimore Asset Management
New York
$491K – – –
JWBC
1922
J.W. Burns & Co
New York
$491K +$45.6K +250 +11%
GCA
1923
Genesee Capital Advisors
New York
$490K – – –
CCG
1924
Chatham Capital Group
Georgia
$490K -$7.3K -40 -2%
BMO
1925
Beck Mack & Oliver
New York
$488K +$10.4K +57 +2%
75 76
77
78 79