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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1976
Platinum Investment Management
Australia
$199K +$18.9K +158 +11%
PO
1977
Private Ocean
California
$197K -$19.1K -160 -9%
TLCM
1978
Twin Lakes Capital Management
California
$193K +$181K +1,516 New
SC
1979
Steph & Co
Wisconsin
$192K – – –
MCA
1980
Mercer Capital Advisers
New Jersey
$189K – – –
FNBOSM
1981
First National Bank of South Miami
Florida
$187K +$49.5K +414 +39%
CAM
1982
CenterStar Asset Management
Illinois
$185K – – –
FMTCOCP
1983
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$184K -$24.9K -208 -13%
FMP
1984
Financial Management Professionals
Texas
$183K +$11.4K +95 +7%
CAGAS
1985
Capital Advisory Group Advisory Services
Minnesota
$182K +$78.9K +659 +86%
BDWM
1986
Brewin Dolphin Wealth Management
Ireland
$179K – – –
JMF
1987
Johnson Midwest Financial
Iowa
$179K – – –
CWC
1988
Carolinas Wealth Consulting
North Carolina
$176K +$2.15K +18 +1%
HCP
1989
Hexagon Capital Partners
Arkansas
$172K +$21.7K +181 +15%
CFD
1990
Creative Financial Designs
Indiana
$171K -$1.2K -10 -0.7%
LWA
1991
Lenox Wealth Advisors
New York
$169K +$11.1K +93 +8%
NFSG
1992
Newbridge Financial Services Group
Florida
$167K +$8.14K +68 +5%
SN
1993
Sittner & Nelson
Oregon
$164K +$2.87K +24 +2%
COCM
1994
Charter Oak Capital Management
New Hampshire
$164K +$23K +192 +18%
CBT
1995
Central Bank & Trust
Kentucky
$161K – – –
TI
1996
Truehand Inc
New Hampshire
$160K -$18.8K -157 -11%
HS
1997
Horan Securities
United States
$160K – – –
MHR
1998
Matthew Hamilton Rosenberg
$160K +$19.4K +162 +9%
MWP
1999
Meridian Wealth Partners
Pennsylvania
$156K +$12K +100 +9%
PK
2000
Pflug Koory
Nebraska
$155K +$11.1K +93 +8%
78 79
80
81 82