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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1951
Marietta Wealth Management
Georgia
$293K – – –
M
1952
MOTCO
Texas
$293K +$8.23K +61 +3%
EB
1953
Eastern Bank
Massachusetts
$292K -$17.3K -128 -6%
SW
1954
SlateStone Wealth
Florida
$292K +$280K +2,071 New
RCI
1955
RS Crum Inc
California
$291K – – –
KFGK
1956
Keystone Financial Group (Kentucky)
Kentucky
$291K +$6.88K +51 +3%
CPSAC
1957
Chas P. Smith & Associates (CPS)
Florida
$291K +$11.3K +84 +4%
WI
1958
WrapManager Inc
California
$290K +$2.02K +15 +0.7%
OC
1959
Oarsman Capital
Wisconsin
$290K +$53.7K +398 +24%
SC
1960
Sepio Capital
Utah
$289K – – –
MPW
1961
MA Private Wealth
California
$289K +$19.6K +145 +7%
SSC
1962
Syverson Strege & Co
Iowa
$289K +$90.3K +669 +48%
MAM
1963
Montchanin Asset Management
Delaware
$289K +$277K +2,050 New
PA
1964
Procyon Advisors
Connecticut
$288K -$33.3K -247 -11%
SAI
1965
Systematic Alpha Investments
New Jersey
$288K – – –
NSB
1966
Norway Savings Bank
Maine
$287K – – –
MGAM
1967
McGowan Group Asset Management
Texas
$287K +$405 +3 +0.1%
AC
1968
Apella Capital
Connecticut
$287K +$27.8K +206 +11%
BBW
1969
Blue Barn Wealth
Utah
$286K +$15.9K +118 +6%
GDP
1970
Great Diamond Partners
Maine
$286K +$60.1K +445 +28%
MCWS
1971
McKinley Carter Wealth Services
West Virginia
$285K +$273K +2,019 New
UCB
1972
United Community Bank
South Carolina
$284K +$5.4K +40 +2%
AFS
1973
Axiom Financial Strategies
Indiana
$284K +$48.6K +360 +22%
FFA
1974
Fragasso Financial Advisors
Pennsylvania
$283K -$16.2K -120 -6%
EIA
1975
Eldridge Investment Advisors
New Hampshire
$283K – – –
77 78
79
80 81