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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
1976
Mogy Joel R Investment Counsel
California
$393K -$1.81K -12 -0.5%
AA
1977
Alta Advisers
United Kingdom
$393K – – –
AAP
1978
Aristotle Atlantic Partners
Florida
$393K – – –
CB
1979
CNB Bank
Pennsylvania
$391K +$19.2K +127 +6%
FFWM
1980
Future Financial Wealth Management
Ohio
$390K +$604 +4 +0.2%
WP
1981
WealthShield Partners
North Carolina
$390K -$19.9K -132 -5%
JSW
1982
Journey Strategic Wealth
New Jersey
$388K -$13.6K -90 -4%
MSWM
1983
McGlone Suttner Wealth Management
Wisconsin
$387K -$16.8K -111 -4%
AIS
1984
AM Investment Strategies
Tennessee
$386K +$453 +3 +0.1%
GFP
1985
Gryphon Financial Partners
Ohio
$386K +$22.2K +147 +7%
BA
1986
Ballast Advisors
Minnesota
$385K -$103K -684 -23%
FOA
1987
Five Oceans Advisors
California
$385K +$6.65K +44 +2%
SFP
1988
Sterling Financial Planning
New Jersey
$385K +$34.8K +230 +11%
QPWM
1989
Quadrant Private Wealth Management
Pennsylvania
$385K -$45.3K -300 -11%
NCM
1990
Novare Capital Management
North Carolina
$385K +$2.12K +14 +0.6%
RPWA
1991
Regent Peak Wealth Advisors
Georgia
$385K +$6.5K +43 +2%
RIS
1992
Retirement Income Solutions
Michigan
$385K +$22.7K +150 +7%
III
1993
Independent Investors Inc
New York
$384K -$106K -700 -23%
FSA
1994
Financial Security Advisor
Virginia
$384K +$9.22K +61 +3%
RP
1995
Rowlandmiller & Partners
Georgia
$384K – – –
NC
1996
NBW Capital
Massachusetts
$383K -$73.4K -486 -17%
KOC
1997
Koss-Olinger Consulting
Florida
$380K -$16.3K -108 -4%
CAWM
1998
Capital Advisors Wealth Management
Washington
$380K +$13.4K +89 +4%
JWBC
1999
J.W. Burns & Co
New York
$380K -$18.9K -125 -5%
ACP
2000
Aviance Capital Partners
Florida
$380K – – –
78 79
80
81 82