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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
1951
MBM Wealth Consultants
Missouri
$416K +$3.3K +19 +0.8%
MWA
1952
Monograph Wealth Advisors
California
$416K -$1.9M -10,957 -82%
NCM
1953
Novare Capital Management
North Carolina
$416K +$2.43K +14 +0.6%
AA
1954
Alta Advisers
United Kingdom
$415K – – –
AAP
1955
Aristotle Atlantic Partners
Florida
$415K – – –
MJRIC
1956
Mogy Joel R Investment Counsel
California
$415K – – –
PWP
1957
Private Wealth Partners
California
$415K – – –
ES
1958
Eagle Strategies
New York
$415K +$224K +1,288 +116%
PCMC
1959
Private Capital Management (Colorado)
Colorado
$414K -$38.2K -220 -8%
OL
1960
OneFund LLC
Florida
$414K +$6.95K +40 +2%
FFWM
1961
Future Financial Wealth Management
Ohio
$414K +$521 +3 +0.1%
CAWM
1962
Capital Advisors Wealth Management
Washington
$412K +$1.74K +10 +0.4%
AIS
1963
AM Investment Strategies
Tennessee
$412K +$2.61K +15 +0.6%
CG
1964
Clarus Group
Texas
$412K -$19.1K -110 -4%
AIM
1965
Acropolis Investment Management
Missouri
$411K -$174 -1 -0%
KNW
1966
Kesler Norman & Wride
Utah
$410K -$10.8K -62 -3%
WB
1967
West Bancorporation
Iowa
$409K – – –
BW
1968
BIP Wealth
Georgia
$409K -$48.7K -280 -11%
KW
1969
KWB Wealth
California
$408K -$10.6K -61 -3%
PEA
1970
Park Edge Advisors
Ohio
$407K – – –
RP
1971
Rowlandmiller & Partners
Georgia
$407K +$10.4K +60 +3%
FSA
1972
Financial Security Advisor
Virginia
$407K +$521 +3 +0.1%
III
1973
Independent Investors Inc
New York
$406K – – –
MSRI
1974
Michael S. Ryan Inc
New York
$406K -$160K -920 -28%
TF
1975
Talbot Financial
Washington
$405K -$490K -2,822 -55%
77 78
79
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