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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2251
Southland Equity Partners
Missouri
$616K -$20.9K -80 -4%
WW
2252
Waterfront Wealth
Kansas
$616K +$2.09K +8 +0.4%
CB
2253
CNB Bank
Pennsylvania
$614K +$125K +479 +28%
SC
2254
Sepio Capital
Utah
$614K +$34.3K +131 +6%
FCIM
2255
Fairview Capital Investment Management
California
$613K – – –
PA
2256
PSI Advisors
Florida
$613K +$69.9K +267 +14%
PJSIMP
2257
P.J. Schmidt Investment Management (PJS)
Wisconsin
$612K +$51.6K +197 +10%
CC
2258
Capital Counsel
New York
$612K – – –
AFT
2259
Alpha Family Trust
California
$611K – – –
PCM
2260
Permanent Capital Management
Illinois
$610K +$566K +2,161 New
LAS
2261
LWM Advisory Services
Florida
$609K -$5.5K -21 -1%
AL
2262
Arnhold LLC
New York
$608K – – –
ACA
2263
Affinity Capital Advisors
California
$607K -$30.1K -115 -5%
DSN
2264
D. Scott Neal
Kentucky
$607K -$81.7K -312 -13%
IWP
2265
Innova Wealth Partners
Pennsylvania
$607K +$563K +2,150 New
PIM
2266
Progressive Investment Management
Oregon
$606K – – –
DMKJ
2267
David M. Knott Jr
$604K – – –
TCM
2268
Towercrest Capital Management
Pennsylvania
$603K +$13.1K +50 +2%
FMTC
2269
Farmers & Merchants Trust Company
California
$603K -$4.97K -19 -0.9%
MCA
2270
MSH Capital Advisors
Arizona
$602K +$7.59K +29 +1%
RF
2271
Rossby Financial
Florida
$602K +$27.7K +106 +5%
AWMG
2272
Alliance Wealth Management Group
New Jersey
$600K +$13.1K +50 +2%
B
2273
Bellecapital
Switzerland
$599K -$26.2K -100 -4%
EGWAG
2274
Elwood & Goetz Wealth Advisory Group
Georgia
$599K +$193K +738 +53%
FA
2275
Freestate Advisors
Kansas
$598K – – –
89 90
91
92 93