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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1976
Alta Advisers
United Kingdom
$458K – – –
AAP
1977
Aristotle Atlantic Partners
Florida
$458K – – –
MJRIC
1978
Mogy Joel R Investment Counsel
California
$458K – – –
NCM
1979
Novare Capital Management
North Carolina
$456K +$7.12K +39 +2%
WP
1980
WealthShield Partners
North Carolina
$456K +$1.09K +6 +0.3%
FFWM
1981
Future Financial Wealth Management
Ohio
$456K +$547 +3 +0.1%
RCA
1982
Resonant Capital Advisors
Wisconsin
$455K +$62.8K +344 +17%
GXJ
1983
Global X Japan
Japan
$454K -$10.4K -57 -2%
AIM
1984
Acropolis Investment Management
Missouri
$453K -$29K -159 -6%
CAWM
1985
Capital Advisors Wealth Management
Washington
$453K +$9.49K +52 +2%
KLCM
1986
KG&L Capital Management
Louisiana
$452K -$15.9K -87 -4%
AIS
1987
AM Investment Strategies
Tennessee
$452K +$1.46K +8 +0.3%
WB
1988
West Bancorporation
Iowa
$452K -$9.12K -50 -2%
FOA
1989
Five Oceans Advisors
California
$450K +$547 +3 +0.1%
WW
1990
Waterfront Wealth
Kansas
$450K -$962K -5,273 -66%
PEA
1991
Park Edge Advisors
Ohio
$449K -$18.4K -101 -4%
RPWA
1992
Regent Peak Wealth Advisors
Georgia
$449K -$182 -1 -0%
III
1993
Independent Investors Inc
New York
$449K – – –
FSA
1994
Financial Security Advisor
Virginia
$448K +$547 +3 +0.1%
HAM
1995
Harmony Asset Management
Arizona
$447K -$23.7K -130 -5%
OL
1996
OneFund LLC
Florida
$447K -$11.1K -61 -3%
MWC
1997
MBM Wealth Consultants
Missouri
$447K -$8.94K -49 -2%
CCG
1998
Catalina Capital Group
California
$445K +$425K +2,330 New
BHBT
1999
Burke & Herbert Bank & Trust
Virginia
$445K -$76.8K -421 -15%
CCFCSB
2000
Cape Cod Five Cents Savings Bank
Massachusetts
$444K -$78.3K -429 -16%
78 79
80
81 82