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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1976
Private Wealth Partners
California
$458K -$167K -918 -28%
AA
1977
Alta Advisers
United Kingdom
$458K – – –
AAP
1978
Aristotle Atlantic Partners
Florida
$458K – – –
MJRIC
1979
Mogy Joel R Investment Counsel
California
$458K – – –
NCM
1980
Novare Capital Management
North Carolina
$456K +$7.12K +39 +2%
WP
1981
WealthShield Partners
North Carolina
$456K +$1.09K +6 +0.3%
FFWM
1982
Future Financial Wealth Management
Ohio
$456K +$547 +3 +0.1%
RCA
1983
Resonant Capital Advisors
Wisconsin
$455K +$62.8K +344 +17%
GXJ
1984
Global X Japan
Japan
$454K -$10.4K -57 -2%
AIM
1985
Acropolis Investment Management
Missouri
$453K -$29K -159 -6%
CAWM
1986
Capital Advisors Wealth Management
Washington
$453K +$9.49K +52 +2%
KLCM
1987
KG&L Capital Management
Louisiana
$452K -$15.9K -87 -4%
AIS
1988
AM Investment Strategies
Tennessee
$452K +$1.46K +8 +0.3%
WB
1989
West Bancorporation
Iowa
$452K -$9.12K -50 -2%
FOA
1990
Five Oceans Advisors
California
$450K +$547 +3 +0.1%
WW
1991
Waterfront Wealth
Kansas
$450K -$962K -5,273 -66%
PEA
1992
Park Edge Advisors
Ohio
$449K -$18.4K -101 -4%
RPWA
1993
Regent Peak Wealth Advisors
Georgia
$449K -$182 -1 -0%
III
1994
Independent Investors Inc
New York
$449K – – –
FSA
1995
Financial Security Advisor
Virginia
$448K +$547 +3 +0.1%
HAM
1996
Harmony Asset Management
Arizona
$447K -$23.7K -130 -5%
OL
1997
OneFund LLC
Florida
$447K -$11.1K -61 -3%
MWC
1998
MBM Wealth Consultants
Missouri
$447K -$8.94K -49 -2%
CCG
1999
Catalina Capital Group
California
$445K +$425K +2,330 New
BHBT
2000
Burke & Herbert Bank & Trust
Virginia
$445K -$76.8K -421 -15%
78 79
80
81 82