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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1926
Weaver Consulting Group
California
$145K – – –
LJHT
1927
Laurie J. Hall Trustee
$144K -$20.3K -156 -12%
VC
1928
Vestor Capital
Illinois
$141K -$4.81K -37 -3%
FCMT
1929
Founders Capital Management (Texas)
Texas
$138K – – –
HWM
1930
Howard Wealth Management
Connecticut
$137K +$140K +1,076 New
PWP
1931
Personal Wealth Partners
Minnesota
$136K – – –
FGAM
1932
Financial Gravity Asset Management
Texas
$134K -$16.5K -127 -33%
JSC
1933
Jackson Square Capital
California
$134K +$136K +1,046 New
SWM
1934
Selective Wealth Management
Virginia
$133K -$2.6K -20 -2%
CFG
1935
CKW Financial Group
Hawaii
$131K +$520 +4 +0.4%
HI
1936
Hendershot Investments
Virginia
$129K – – –
OAJ
1937
Ogorek Anthony Joseph
New York
$129K – – –
PFO
1938
Pathstone Family Office
New Jersey
$128K -$21.4K -165 -14%
NPP
1939
New Potomac Partners
Maryland
$127K – – –
GEA
1940
Glen Eagle Advisors
New Jersey
$124K -$47.6K -366 -27%
VCM
1941
Versant Capital Management
Arizona
$122K +$650 +5 +0.5%
KLWA
1942
Kelly Lawrence W & Associates
California
$121K – – –
BL
1943
Balentine LLC
Georgia
$119K +$93.8K +722 +347%
EIP
1944
Ellis Investment Partners
Pennsylvania
$117K +$1.43K +11 +1%
LFG
1945
Larson Financial Group
Missouri
$115K -$36.8K -283 -24%
CCM
1946
Cribstone Capital Management
Maine
$114K -$143K -1,102 -55%
BCM
1947
Blume Capital Management
California
$112K – – –
MWNA
1948
Marshall Wace North America
New York
$111K +$113K +870 New
PO
1949
Private Ocean
California
$110K -$148K -1,141 -57%
IUHSA
1950
Itau Unibanco Holding S.A.
Brazil
$108K +$110K +846 New
76 77
78
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