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IBM

IBM

Market cap $221B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1951	NEIRG 1951 New England Investment & Retirement Group North Andover, Massachusetts	$11K	+$13.3K	+105	New
1952	RWG 1952 Regal Wealth Group Seal Beach, California	$8K	–	–	–
1953	CFO 1953 CVA Family Office Denver, Colorado	$8K	+$9.86K	+78	New
1954	CG 1954 Cutler Group San Francisco, California	$7K	-$1.77M	-14,017	-99%
1955	CRM 1955 Cramer Rosenthal McGlynn Stamford, Connecticut	$7K	–	–	–
1956	FIA 1956 FNY Investment Advisers New York	$7K	+$9.48K	+75	New
1957	BCM 1957 Bourgeon Capital Management Darien, Connecticut	$6K	–	–	–
1958	LGWM 1958 Litman Gregory Wealth Management Larkspur, California	$6K	–	–	–
1959	MAWCM 1959 Mine & Arao Wealth Creation & Management Campbell, California	$6K	–	–	–
1960	BHWM 1960 Bay Harbor Wealth Management Hunt Valley, Maryland	$6K	+$5.06K	+40	+333%
1961	GC 1961 Globeflex Capital San Diego, California	$5K	–	–	–
1962	TWP 1962 TFO Wealth Partners Maumee, Ohio	$4K	-$11.5K	-91	-69%
1963	CDIA 1963 Capital Directions Investment Advisors Atlanta, Georgia	$3K	-$79.4K	-628	-95%
1964	CI 1964 Cordant Inc Portland, Oregon	$3K	–	–	–
1965	LPWM 1965 Lake Point Wealth Management Rockwall, Texas	$3K	+$3.16K	+25	New
1966	FEG 1966 Financial Enhancement Group Anderson, Indiana	$2K	–	–	–
1967	WAS 1967 Winch Advisory Services Appleton, Wisconsin	$2K	–	–	–
1968	UFF 1968 USA Financial Formulas Ada, Michigan	$2K	+$506	+4	+22%
1969	SMH 1969 Sanders Morris Harris Houston, Texas	$2K	+$1.15M	+9,058	+178%
1970	AS 1970 Altshuler Shaham Tel Aviv, Israel	$1K	–	–	–
1971	EAM 1971 Eukles Asset Management Cincinnati, Ohio	$1K	–	–	–
1972	IWP 1972 IAG Wealth Partners Waukesha, Wisconsin	$1K	–	–	–
1973	MWC 1973 MBM Wealth Consultants Chesterfield, Missouri	$1K	–	–	–
1974	NR 1974 Newfound Research Wellesley Hills, Massachusetts	$1K	–	–	–
1975	CSIA 1975 Charles Schwab Investment Advisory San Francisco, California	–	-$406M	-3,165,068	Closed

IBM IBM Market cap $221B

IBM

IBM

Market cap $221B