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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1976
Howard Financial Services
Texas
$301K +$15.4K +108 +5%
HA
1977
HFG Advisors
Ohio
$301K -$427 -3 -0.1%
MHR
1978
Matthew Hamilton Rosenberg
$300K +$13.8K +97 +5%
JAG
1979
Journey Advisory Group
Kentucky
$300K +$28.5K +200 +10%
SEP
1980
Southland Equity Partners
Missouri
$300K +$8.11K +57 +3%
I2I
1981
Insight 2811 Inc
Illinois
$300K -$711 -5 -0.2%
DIP
1982
Davis Investment Partners
North Carolina
$299K +$301K +2,114 New
TFA
1983
Triad Financial Advisors
North Carolina
$299K +$25.5K +179 +9%
HFP
1984
Holistic Financial Partners
Indiana
$298K – – –
TAM
1985
Tealwood Asset Management
Minnesota
$298K – – –
BG
1986
Benedetti & Gucer
Georgia
$298K +$17.9K +126 +6%
SFP
1987
Sterling Financial Planning
New Jersey
$298K -$8.11K -57 -3%
LCM
1988
Lazari Capital Management
California
$297K -$128K -900 -30%
PB
1989
Pinnacle Bancorp
Nebraska
$297K -$47K -330 -13%
ME
1990
McIlrath & Eck
Washington
$297K – – –
CWP
1991
Concord Wealth Partners
Virginia
$296K +$95.8K +673 +47%
AWM
1992
AllSquare Wealth Management
New York
$296K – – –
BAM
1993
Bosun Asset Management
Illinois
$295K – – –
HI
1994
Hoey Investments
Pennsylvania
$294K -$44.4K -312 -13%
MWM
1995
Mattern Wealth Management
Kansas
$294K -$28.5K -200 -9%
KFI
1996
Key Financial Inc
Pennsylvania
$294K – – –
MCWS
1997
McKinley Carter Wealth Services
West Virginia
$294K +$996 +7 +0.3%
FL
1998
Fort LP
Maryland
$292K -$6.12K -43 -2%
LCM
1999
Leisure Capital Management
California
$292K -$2.28K -16 -0.8%
RCI
2000
RS Crum Inc
California
$292K +$2.42K +17 +0.8%
78 79
80
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