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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2126
Trillium Asset Management
Massachusetts
$709K – – –
MWC
2127
MBM Wealth Consultants
Missouri
$704K +$3.14K +12 +0.5%
MIFH
2128
Migdal Insurance & Financial Holdings
Israel
$704K +$36.6K +140 +6%
SFSG
2129
Sound Financial Strategies Group
Mississippi
$704K -$120K -460 -16%
RIS
2130
Retirement Income Solutions
Michigan
$703K – – –
UAS
2131
United Asset Strategies
New York
$702K +$13.6K +52 +2%
AAIM
2132
Asset Advisors Investment Management
Georgia
$701K – – –
DWAM
2133
Duncan Williams Asset Management
Tennessee
$700K -$102K -388 -14%
VAF
2134
Values Added Financial
District of Columbia
$699K -$151K -577 -19%
AIA
2135
Arbor Investment Advisors
North Carolina
$699K +$370K +1,412 +132%
BIG
2136
Builder Investment Group
Georgia
$698K – – –
FG
2137
Foster Group
Iowa
$698K +$9.95K +38 +2%
FM
2138
Family Management
New York
$698K +$56.5K +216 +10%
WFAG
2139
Wescott Financial Advisory Group
Pennsylvania
$698K +$9.42K +36 +1%
LA
2140
LM Advisors
California
$697K – – –
EWM
2141
Evermay Wealth Management
Virginia
$695K -$6.54K -25 -1%
AIS
2142
AM Investment Strategies
Tennessee
$695K -$2.36K -9 -0.4%
MCM
2143
Magnolia Capital Management
New York
$693K – – –
BIA
2144
Bigelow Investment Advisors
Maine
$692K – – –
FIB
2145
First Interstate Bank
Montana
$691K – – –
SCG
2146
Sonata Capital Group
Washington
$691K -$52.4K -200 -8%
WCG
2147
Weaver Consulting Group
California
$690K -$14.1K -54 -2%
LAM
2148
Lifestyle Asset Management
Texas
$690K +$78.5K +300 +14%
IAS
2149
Integrity Advisory Solutions
Texas
$689K +$639K +2,441 New
M1FG
2150
Mach-1 Financial Group
Arkansas
$689K +$639K +2,441 New
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86
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