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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
2076
Alpha Family Trust
California
$479K – – –
CCA
2077
Childress Capital Advisors
Texas
$478K +$41K +209 +11%
DIP
2078
Davis Investment Partners
North Carolina
$478K +$2.75K +14 +0.6%
AIM
2079
Acropolis Investment Management
Missouri
$477K -$42.2K -215 -9%
AL
2080
Arnhold LLC
New York
$477K – – –
PIM
2081
Progressive Investment Management
Oregon
$475K – – –
FMN
2082
Financial Management Network
California
$474K +$1.76K +9 +0.4%
IGAM
2083
iA Global Asset Management
Quebec, Canada
$474K -$313K -1,596 -43%
DMKJ
2084
David M. Knott Jr
$474K – – –
TW
2085
TritonPoint Wealth
Maryland
$473K -$64.1K -327 -13%
GWM
2086
Gibbs Wealth Management
Georgia
$472K +$81.4K +415 +24%
GWM
2087
Glass Wealth Management
Texas
$472K +$1.57K +8 +0.4%
BFPW
2088
BOK Financial Private Wealth
Colorado
$472K +$100K +511 +32%
PB
2089
Pinnacle Bancorp
Nebraska
$471K – – –
MLFP
2090
MPS Loria Financial Planners
Illinois
$470K -$31.2K -159 -7%
CCFM
2091
Clear Creek Financial Management
Washington
$470K -$14.3K -73 -3%
SC
2092
Saturna Capital
Washington
$469K +$15.7K +80 +4%
FA
2093
Freestate Advisors
Kansas
$469K +$416K +2,121 New
MWM
2094
Mosley Wealth Management
California
$467K +$44.1K +225 +13%
MSRI
2095
Michael S. Ryan Inc
New York
$466K -$46.1K -235 -10%
ACA
2096
Affinity Capital Advisors
California
$465K -$16.9K -86 -4%
PAM
2097
Peak Asset Management
Colorado
$464K – – –
CPL
2098
CAP Partners LLC
Tennessee
$464K +$2.55K +13 +0.6%
MWM
2099
Mindset Wealth Management
Indiana
$464K +$412K +2,100 New
RWM
2100
Revisor Wealth Management
Ohio
$463K -$30.8K -157 -7%
82 83
84
85 86