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INTERNATIONAL BUSINESS MACHS
INTERNATIONAL BUSINESS MACHS. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 1,819 Institutional holders with a total value of $117,961,975,132.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 USCA RIA LLC 1,511 291,000 0.00%
152 HWG Holdings LP 1,533 295,000 0.00%
153 Phocas Financial Corp. 1,537 296,000 0.00% SH
154 Shamrock Asset Management LLC 1,545 297,000 0.00%
155 One Capital Management, LLC 1,553 299,000 0.00%
156 HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,554 299,000 0.00%
157 ARGENT CAPITAL MANAGEMENT LLC 1,561 300,000 0.00%
158 PRELUDE CAPITAL MANAGEMENT, LLC 1,580 304,000 0.00%
159 ARS Wealth Advisors, LLC 1,589 306,000 0.00%
160 Quantitative Systematic Strategies LLC 1,600 306,000 0.00%
161 AVIANCE CAPITAL MANAGEMENT, LLC 1,592 306,000 0.00%
162 EagleClaw Capital Managment, LLC 1,600 307,000 0.00%
163 MONTAG & CALDWELL, LLC 1,615 311,000 0.00%
164 Capital International Sarl 1,620 312,000 0.00%
165 ST GERMAIN D J CO INC 1,649 317,000 0.00%
166 HENGEHOLD CAPITAL MANAGEMENT LLC 1,650 318,000 0.00%
167 NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,650 318,000 0.00%
168 ASPIRIANT HOLDINGS S3, LLC 1,662 320,000 0.00%
169 Freedom Investment Management, Inc. 1,660 320,000 0.00%
170 Aris Wealth Services, Inc. 1,669 321,000 0.00%
171 Kinsight, LLC 1,669 321,000 0.00%
172 Zuckerman Investment Group, LLC 1,674 322,000 0.00%
173 SFMG, LLC 1,688 325,000 0.00%
174 Weaver C. Barksdale & Associates, Inc. 1,696 326,000 0.00%
175 CABOT WEALTH MANAGEMENT INC 1,694 326,000 0.00%
176 REAVES W H & CO INC 1,700 327,000 0.00%
177 McKinley Carter Wealth Services, Inc. 1,705 328,000 0.00%
178 Valmark Advisers, Inc. 1,718 331,000 0.00%
179 NOTTINGHAM ADVISORS, INC. 1,737 334,000 0.00%
180 GRUBER & MCBAINE CAPITAL MANAGEMENT LLC 1,733 334,000 0.00%
181 Curi Capital, LLC 1,742 335,000 0.00%
182 Global Endowment Management, LP 1,740 335,000 0.00%
183 GSA CAPITAL PARTNERS LLP 1,753 337,000 0.00%
184 SHEETS SMITH WEALTH MANAGEMENT 1,754 338,000 0.00%
185 Oakworth Capital, Inc. 1,760 339,000 0.00%
186 Alerus Investment Advisors Corp 1,764 340,000 0.00%
187 ROANOKE ASSET MANAGEMENT CORP/ NY 1,772 341,000 0.00%
188 ORRSTOWN FINANCIAL SERVICES INC 1,775 342,000 0.00%
189 FAS Wealth Partners, Inc. 1,776 342,000 0.00%
190 MARSHALL & SULLIVAN INC /WA/ 1,800 346,000 0.00%
191 STALEY CAPITAL ADVISERS INC 1,797 346,000 0.00%
192 Aristotle Capital Management, LLC 1,820 350,000 0.00%
193 Mraz, Amerine & Associates, Inc. 1,824 351,000 0.00%
194 Crosspoint Capital Strategies, LLC 1,824 351,000 0.00%
195 Laidlaw Group, LLC 1,821 351,000 0.00%
196 Lenox Wealth Advisors, LLC 1,805 351,000 0.00%
197 RKL Wealth Management LLC 1,844 355,000 0.00%
198 WRIGHT INVESTORS SERVICE INC 1,846 355,000 0.00%
199 PICTET BANK & TRUST Ltd 1,850 356,000 0.00%
200 SYSTEMATIC FINANCIAL MANAGEMENT LP 1,850 356,000 0.00%
Page 4 of 37

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.