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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1976
RBA Wealth Management
California
$404K -$111K -638 -21%
ACP
1977
Aviance Capital Partners
Florida
$404K +$2.78K +16 +0.7%
MLL
1978
Moody Lynn & Lieberson
Massachusetts
$404K -$3.74M -21,521 -90%
WOSD
1979
WFA of San Diego
California
$403K +$405K +2,333 New
BA
1980
Bridgewater Associates
Connecticut
$403K +$405K +2,332 New
BOH
1981
Bank of Hawaii
Hawaii
$403K -$92.4K -532 -19%
GXJ
1982
Global X Japan
Japan
$403K -$8.34K -48 -2%
LTAS
1983
Linden Thomas Advisory Services
North Carolina
$402K +$134K +773 +50%
MBTD
1984
Mechanics Bank - Trust Department
California
$402K -$22.4K -129 -5%
RWB
1985
RMR Wealth Builders
New Jersey
$402K -$207K -1,192 -34%
UAML
1986
US Asset Management LLC
Pennsylvania
$402K -$16.5K -95 -4%
BFAG
1987
Blackston Financial Advisory Group
Florida
$400K +$166K +958 +71%
LWA
1988
Lineweaver Wealth Advisors
Ohio
$400K -$2.26K -13 -0.6%
CPA
1989
Court Place Advisors
Maryland
$399K +$156K +900 +64%
WW
1990
Waterfront Wealth
Kansas
$399K -$69.7K -401 -15%
LPAM
1991
Lodestar Private Asset Management
California
$398K +$24K +138 +6%
MTIM
1992
Marathon Trading Investment Management
Pennsylvania
$398K +$400K +2,300 New
PA
1993
Prossimo Advisors
California
$397K +$399K +2,295 New
FOA
1994
Five Oceans Advisors
California
$395K -$12.3K -71 -3%
3IP
1995
3Chopt Investment Partners
Virginia
$395K +$397K +2,286 New
CWA
1996
CM Wealth Advisors
Ohio
$395K +$397K +2,286 New
MLFP
1997
MPS Loria Financial Planners
Illinois
$395K +$1.56K +9 +0.4%
NQWM
1998
Northwest Quadrant Wealth Management
Oregon
$395K +$60.1K +346 +18%
MW
1999
MBL Wealth
North Carolina
$395K -$239K -1,376 -38%
TC
2000
Truvestments Capital
Florida
$395K -$103K -595 -21%
78 79
80
81 82