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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
1976
Sonoma Private Wealth
California
$277K -$72.4K -541 -20%
SL
1977
Salomon & Ludwin
Virginia
$277K – – –
AWM
1978
AllSquare Wealth Management
New York
$277K – – –
PWMG
1979
Provence Wealth Management Group
California
$276K +$84.5K +632 +43%
UCB
1980
United Community Bank
South Carolina
$276K – – –
CT
1981
Coastline Trust
Rhode Island
$276K -$13.4K -100 -5%
GDP
1982
Great Diamond Partners
Maine
$276K +$32.8K +245 +13%
PGAM
1983
Princeton Global Asset Management
New Jersey
$276K +$803 +6 +0.3%
HFAS
1984
Hummer Financial Advisory Services
Illinois
$275K -$6.69K -50 -2%
KFI
1985
Key Financial Inc
Pennsylvania
$274K +$8.83K +66 +3%
BBW
1986
Blue Barn Wealth
Utah
$274K -$96.7K -723 -26%
NP
1987
Nilsine Partners
Colorado
$274K +$279K +2,088 New
SRIM
1988
Saratoga Research & Investment Management
California
$274K – – –
IAG
1989
Investment Advisory Group
Massachusetts
$273K – – –
CPSAC
1990
Chas P. Smith & Associates (CPS)
Florida
$273K +$10K +75 +4%
FAM
1991
Flaharty Asset Management
Florida
$273K – – –
MWM
1992
Marietta Wealth Management
Georgia
$272K – – –
FFA
1993
Fragasso Financial Advisors
Pennsylvania
$271K +$6.69K +50 +2%
AIP
1994
Almanack Investment Partners
Pennsylvania
$271K – – –
RCI
1995
RS Crum Inc
California
$270K – – –
SAMT
1996
Select Asset Management & Trust
Pennsylvania
$270K +$276K +2,063 New
VCP
1997
Vista Capital Partners
Oregon
$270K +$669 +5 +0.2%
FA
1998
Faithward Advisors
Pennsylvania
$270K +$47.8K +357 +19%
CCC
1999
Chelsea Counsel Company
California
$269K – – –
SEP
2000
Southland Equity Partners
Missouri
$269K +$3.75K +28 +1%
78 79
80
81 82