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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWAM
1976
Duncan Williams Asset Management
Tennessee
$625K +$398K +1,785 +168%
OCPWS
1977
One Charles Private Wealth Services
Massachusetts
$624K – – –
SC
1978
Sapient Capital
Indiana
$623K +$18.3K +82 +3%
WA
1979
Wealthstream Advisors
New York
$620K +$67.7K +304 +12%
ACP
1980
Aviance Capital Partners
Florida
$620K +$108K +485 +21%
AIP
1981
ARS Investment Partners
New York
$620K – – –
CH
1982
Cromwell Holdings
Wyoming
$620K +$27.6K +124 +5%
CGA
1983
Crescent Grove Advisors
Illinois
$619K – – –
KLCM
1984
KG&L Capital Management
Louisiana
$618K +$1.11K +5 +0.2%
OCM
1985
One Capital Management
California
$615K -$33K -148 -5%
GWSG
1986
GPS Wealth Strategies Group
Colorado
$613K -$478K -2,147 -43%
BCM
1987
Boltwood Capital Management
California
$612K -$463K -2,081 -43%
MCA
1988
Magnolia Capital Advisors
Mississippi
$611K +$125K +563 +25%
FFP
1989
FourThought Financial Partners
Florida
$610K +$618K +2,775 New
MFG
1990
Magnus Financial Group
New York
$607K -$11.8K -53 -2%
SIS
1991
Strategic Investment Solutions
Illinois
$607K +$445 +2 +0.1%
AWA
1992
Amplius Wealth Advisors
Pennsylvania
$606K -$53K -238 -8%
ACM
1993
Aljian Capital Management
Nevada
$606K -$1.34K -6 -0.2%
CMP
1994
Coston McIsaac & Partners
Maine
$606K -$18.3K -82 -3%
AB
1995
ANB Bank
Colorado
$605K +$613K +2,751 New
AP
1996
Appleton Partners
Massachusetts
$604K -$260K -1,168 -30%
FWA
1997
FSM Wealth Advisors
Ohio
$603K +$24.5K +110 +4%
SRIM
1998
Saratoga Research & Investment Management
California
$602K -$51.2K -230 -8%
MLA
1999
MB, Levis & Associates
Pennsylvania
$600K +$445 +2 +0.1%
HA
2000
HFG Advisors
Ohio
$599K – – –
78 79
80
81 82