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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1976
Wilsey Asset Management
California
– -$604K -4,184 Closed
RTS
1977
Round Table Services
New Jersey
– -$600K -4,154 Closed
PCMC
1978
Paragon Capital Management (Colorado)
Colorado
– -$564K -3,901 Closed
DAM
1979
Diamant Asset Management
Connecticut
– -$555K -3,839 Closed
BBP
1980
Banco BTG Pactual
Brazil
– -$555K -3,837 Closed
ANBT
1981
American National Bank & Trust
Texas
– -$518K -3,582 Closed
CI
1982
Cowen Inc
New York
– -$499K -3,452 Closed
WB
1983
Wilks Brothers
Texas
– -$499K -3,452 Closed
WCF
1984
West Coast Financial
California
– -$475K -3,288 Closed
JCP
1985
Jabre Capital Partners
Switzerland
– -$469K -3,243 Closed
UC
1986
Unio Capital
New Jersey
– -$469K -3,243 Closed
S
1987
SimplyRich
California
– -$468K -3,234 Closed
PWAG
1988
Polaris Wealth Advisory Group
California
– -$461K -3,186 Closed
BC
1989
Banced Corp
Illinois
– -$455K -3,151 Closed
SAM
1990
Strategy Asset Managers
California
– -$451K -3,117 Closed
AIS
1991
AlphaOne Investment Services
Pennsylvania
– -$446K -3,086 Closed
MC
1992
Mathes Company
New York
– -$430K -2,978 Closed
CAM
1993
Cidel Asset Management
Ontario, Canada
– -$422K -2,919 Closed
CWM
1994
Circle Wealth Management
New Jersey
– -$415K -2,868 Closed
H
1995
Hexavest
Quebec, Canada
– -$391K -2,702 Closed
DIM
1996
DC Investments Management
Virginia
– -$389K -2,690 Closed
PWM
1997
Perigon Wealth Management
California
– -$381K -2,634 Closed
TFS
1998
TrustCore Financial Services
Tennessee
– -$369K -2,551 Closed
CMANY
1999
Capital Management Associates (New York)
New York
– -$355K -2,458 Closed
CGT
2000
Capital Guardian Trust
California
– -$351K -2,427 Closed
78 79
80
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