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

Institutional Holders (2015Q2)
Portfolio Summary: 1,812 Institutional holders with a total value of $96,895,254,956.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 M&T BANK CORP 5,800 0 0.00% Put
2 Concert Wealth Management Inc. 100 0 0.00% Call
3 M&T BANK CORP 6,200 1,000 0.00% Call
4 Lenox Wealth Management, Inc. 15 2,000 0.00%
5 PITTENGER & ANDERSON INC 20 3,000 0.00%
6 Madden Advisory Services, Inc. 23 3,000 0.00%
7 ARCADIA INVESTMENT MANAGEMENT CORP/MI 35 5,000 0.00%
8 Family Capital Trust Co 30 5,000 0.00%
9 Alexandria Capital, LLC 1,000 6,000 0.00% Put
10 MACROVIEW INVESTMENT MANAGEMENT LLC 35 6,000 0.00%
11 LUPO SECURITIES, LLC 11 8,000 0.00% Put
12 Bank of New York Mellon Corp 75 12,000 0.00% Call
13 Capital Analysts, LLC 74 12,036 0.00%
14 Ruggie Capital Group 89 14,000 0.00%
15 Winch Advisory Services, LLC 90 15,000 0.00%
16 REGENTATLANTIC CAPITAL LLC 41,154 16,000 0.00%
17 HAP Trading, LLC 111,200 16,000 0.00% Call
18 WealthTrust-Arizona, LLC 127 21,000 0.00%
19 Efficient Market Advisors, LLC 135 22,000 0.00%
20 Global X Management CO LLC 135 22,000 0.00%
21 Horrell Capital Management, Inc. 139 23,000 0.00%
22 CapWealth Advisors, LLC 150 24,000 0.00%
23 Syntal Capital Partners, LLC 169 27,000 0.00%
24 Crow Point Partners, LLC 165 27,000 0.00%
25 Edge Wealth Management LLC 195 32,000 0.00%
26 Winfield Associates, Inc. 200 33,000 0.00%
27 DEUTSCHE BANK AG\ 250 40,000 0.00% Put
28 New Harbor Financial Group, LLC 250 40,000 0.00%
29 NewSquare Capital LLC 261 42,000 0.00%
30 NCM CAPITAL MANAGEMENT GROUP INC 275 45,000 0.00%
31 Baltimore-Washington Financial Advisors, Inc. 293 47,000 0.00%
32 Oldfield Partners LLP 300 49,000 0.00% SH
33 Waverly Advisors, LLC 300 49,000 0.00%
34 KINGS POINT CAPITAL MANAGEMENT 346 56,000 0.00%
35 Independent Portfolio Consultants, Inc. 350 57,000 0.00%
36 Smith Affiliated Capital Corp. 352 57,256 0.00% PRN
37 Pomelo Capital LLC 16,000 60,000 0.00% Put
38 Lowe Wealth Advisors, LLC 400 65,000 0.00%
39 Lombard Odier Transatlantic Ltd 400 65,000 0.00%
40 Assured Investment Management LLC 436 71,000 0.00%
41 ASSET PLANNING SERVICES, LTD. 470 76,000 0.00%
42 Lehman Financial Resources, Inc. 500 81,000 0.00%
43 Lombard Odier & Cie (Bahamas) Ltd 500 81,000 0.00%
44 Financial Management Professionals, Inc. 523 85,000 0.00%
45 WEALTHCARE CAPITAL MANAGEMENT LLC 525 85,000 0.00%
46 B. Riley Wealth Management, Inc. 525 85,000 0.00%
47 Financial Advantage, Inc. 540 88,000 0.00%
48 ROBLE, BELKO & COMPANY, INC 569 92,000 0.00%
49 HARFST & ASSOCIATES, INC. 589 96,000 0.00%
50 Hillsdale Investment Management Inc. 600 98,000 0.00%
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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.