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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
2076
McGowan Group Asset Management
Texas
$334K – – –
HFAS
2077
Hummer Financial Advisory Services
Illinois
$334K – – –
SAI
2078
Systematic Alpha Investments
New Jersey
$334K – – –
RCA
2079
Resonant Capital Advisors
Wisconsin
$333K +$9.82K +65 +3%
FDCP
2080
Foster Dykema Cabot & Partners
Massachusetts
$333K +$308K +2,036 New
PA
2081
PSI Advisors
Florida
$332K +$24.8K +164 +9%
GD
2082
Grandfield & Dodd
New York
$332K -$75.6K -500 -20%
SRB
2083
Shotwell Rutter Baer
Michigan
$331K +$302K +1,997 New
FMN
2084
Financial Management Network
California
$331K -$14.8K -98 -5%
BAM
2085
BOS Asset Management
Illinois
$330K – – –
RWM
2086
Rench Wealth Management
Texas
$330K +$3.02K +20 +1%
TI
2087
Truepoint Inc
Ohio
$330K +$32.2K +213 +12%
CPL
2088
CAP Partners LLC
Tennessee
$329K +$304K +2,015 New
CWM
2089
Calamos Wealth Management
Illinois
$328K +$8.31K +55 +3%
LCM
2090
Lazari Capital Management
California
$328K -$17.2K -114 -5%
KIG
2091
Kowal Investment Group
Wisconsin
$328K +$9.67K +64 +3%
HP
2092
Hyperion Partners
Pennsylvania
$327K +$453 +3 +0.2%
EA
2093
Ergawealth Advisors
Illinois
$327K – – –
KFS
2094
Kaizen Financial Strategies
California
$327K +$302K +2,000 New
SIC
2095
Sterling Investment Counsel
New York
$327K +$34K +225 +13%
GDP
2096
Great Diamond Partners
Maine
$326K +$14.8K +98 +5%
NRI
2097
NFP Retirement Inc
California
$325K +$302 +2 +0.1%
OCM
2098
One Capital Management
California
$325K -$12.1K -80 -4%
FA
2099
Financial Advisors
Massachusetts
$325K -$445K -2,948 -60%
WI
2100
WrapManager Inc
California
$325K -$9.82K -65 -3%
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84
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