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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1951
Williams Financial
Vermont
$235K +$4.24K +31 +2%
TCM
1952
Tradewinds Capital Management
Washington
$234K – – –
MCP
1953
Mirador Capital Partners
California
$233K -$5.61K -41 -2%
WFA
1954
Wade Financial Advisory
California
$233K – – –
KWM
1955
Keebeck Wealth Management
Illinois
$233K +$10.7K +78 +5%
RCM
1956
Requisite Capital Management
Texas
$232K – – –
WCM
1957
Wedge Capital Management
North Carolina
$231K -$68.2K -499 -23%
FTC
1958
Farmers Trust Company
Ohio
$231K -$20.6K -151 -8%
PIMG
1959
Patriot Investment Management Group
Tennessee
$231K -$4.65K -34 -2%
GIP
1960
Greatmark Investment Partners
Georgia
$231K – – –
PMAM
1961
Penn Mutual Asset Management
Pennsylvania
$231K +$225K +1,647 New
LCC
1962
Lincoln Capital Corp
Rhode Island
$230K -$39.4K -288 -15%
RFA
1963
Reilly Financial Advisors
California
$229K -$31.5K -230 -12%
FA
1964
Financial Advisors
Massachusetts
$229K -$25.7K -188 -10%
CWG
1965
Cornerstone Wealth Group
North Carolina
$229K -$19.7K -144 -8%
SFG
1966
Sovereign Financial Group
Connecticut
$228K – – –
TF
1967
Trek Financial
Arizona
$228K – – –
AMG
1968
Asset Management Group
Connecticut
$228K +$2.46K +18 +1%
KPCM
1969
Kings Point Capital Management
New York
$228K +$58.7K +429 +36%
MC
1970
Middleton & Co
Massachusetts
$227K -$68.9K -504 -24%
DPI
1971
Diversified Portfolios Inc
Michigan
$227K -$55.7K -407 -20%
CPSAC
1972
Chas P. Smith & Associates (CPS)
Florida
$226K +$220K +1,611 New
MSR
1973
Main Street Research
Connecticut
$225K -$75.2K -550 -26%
WIA
1974
World Investment Advisors
California
$225K -$35.7K -261 -14%
HWA
1975
HCR Wealth Advisors
California
$225K – – –
77 78
79
80 81