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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1976
Boston Trust Walden
Massachusetts
$924K – – –
RZH
1977
Relyea Zuckerberg Hanson
Connecticut
$922K +$44.1K +175 +6%
CPA
1978
Cardiff Park Advisors
California
$921K +$252 +1 +0%
NCM
1979
Northside Capital Management
Oregon
$921K -$51.6K -205 -6%
WP
1980
WealthSpring Partners
California
$921K +$11.1K +44 +1%
BWM
1981
Blossom Wealth Management
California
$920K -$26.7K -106 -3%
BRM
1982
Boston Research & Management
Massachusetts
$917K – – –
BOH
1983
Bank of Hawaii
Hawaii
$916K +$282K +1,120 +52%
WC
1984
Whitney & Co
New York
$915K -$19.1K -76 -2%
VAM
1985
Vienna Asset Management
California
$915K +$820K +3,254 New
HAC
1986
Harbor Advisory Corp
New Hampshire
$910K – – –
GSIAS
1987
Garden State Investment Advisory Services
New Jersey
$909K +$545K +2,164 +203%
PWP
1988
Phillips Wealth Planners
Mississippi
$906K -$3.27K -13 -0.4%
GSC
1989
G&S Capital
Colorado
$904K -$2.44M -9,681 -75%
FFG
1990
Frisch Financial Group
New York
$903K -$2.02K -8 -0.2%
WA
1991
WBH Advisory
Maryland
$894K +$88.2K +350 +12%
GCM
1992
Gallacher Capital Management
Colorado
$894K +$18.1K +72 +2%
LIWM
1993
Long Island Wealth Management
New York
$893K -$197K -782 -20%
LWM
1994
LightSquare Wealth Management
Michigan
$891K +$52.9K +210 +7%
OHWP
1995
Oak Harbor Wealth Partners
North Carolina
$889K -$50.9K -202 -6%
DWML
1996
Decker Wealth Management LLC
Tennessee
$889K -$4.35M -17,276 -85%
MFG
1997
Monte Financial Group
Connecticut
$887K -$35.5K -141 -3%
PC
1998
Port Capital
Illinois
$887K -$5.29K -21 -0.7%
BFC
1999
Bedel Financial Consulting
Indiana
$886K -$7.31K -29 -0.9%
GFP
2000
Gainline Financial Partners
Colorado
$886K +$794K +3,151 New
78 79
80
81 82