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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1976
Clear Harbor Asset Management
Connecticut
$627K +$118K +530 +23%
FF
1977
Francis Financial
$626K +$150K +674 +25%
DWAM
1978
Duncan Williams Asset Management
Tennessee
$625K +$398K +1,785 +168%
OCPWS
1979
One Charles Private Wealth Services
Massachusetts
$624K – – –
SC
1980
Sapient Capital
Indiana
$623K +$18.3K +82 +3%
WA
1981
Wealthstream Advisors
New York
$620K +$67.7K +304 +12%
ACP
1982
Aviance Capital Partners
Florida
$620K +$108K +485 +21%
AIP
1983
ARS Investment Partners
New York
$620K – – –
CH
1984
Cromwell Holdings
Wyoming
$620K +$27.6K +124 +5%
CGA
1985
Crescent Grove Advisors
Illinois
$619K – – –
KLCM
1986
KG&L Capital Management
Louisiana
$618K +$1.11K +5 +0.2%
OCM
1987
One Capital Management
California
$615K -$33K -148 -5%
GWSG
1988
GPS Wealth Strategies Group
Colorado
$613K -$478K -2,147 -43%
BCM
1989
Boltwood Capital Management
California
$612K -$463K -2,081 -43%
MCA
1990
Magnolia Capital Advisors
Mississippi
$611K +$125K +563 +25%
BWM
1991
Bullock Wealth Management
Indiana
$611K +$445 +2 +0.1%
FFP
1992
FourThought Financial Partners
Florida
$610K +$618K +2,775 New
MFG
1993
Magnus Financial Group
New York
$607K -$11.8K -53 -2%
SIS
1994
Strategic Investment Solutions
Illinois
$607K +$445 +2 +0.1%
AWA
1995
Amplius Wealth Advisors
Pennsylvania
$606K -$53K -238 -8%
ACM
1996
Aljian Capital Management
Nevada
$606K -$1.34K -6 -0.2%
CMP
1997
Coston McIsaac & Partners
Maine
$606K -$18.3K -82 -3%
AB
1998
ANB Bank
Colorado
$605K +$613K +2,751 New
AP
1999
Appleton Partners
Massachusetts
$604K -$260K -1,168 -30%
FWA
2000
FSM Wealth Advisors
Ohio
$603K +$24.5K +110 +4%
78 79
80
81 82