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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1976
Sawyer & Company
Massachusetts
$694K -$111K -452 -14%
BWM
1977
Bullock Wealth Management
Indiana
$694K -$1.96K -8 -0.3%
HCMT
1978
Highland Capital Management (Tennessee)
Tennessee
$694K +$123K +501 +22%
CWM
1979
Circle Wealth Management
New Jersey
$693K +$682K +2,788 New
WFA
1980
WMG Financial Advisors
Tennessee
$688K -$57.7K -236 -8%
RA
1981
Rational Advisors
New York
$686K -$390K -1,593 -37%
FBT
1982
First Bankers Trust
Kentucky
$685K -$24.5K -100 -4%
BFG
1983
Baron Financial Group
New Jersey
$684K -$146K -596 -18%
FFP
1984
FourThought Financial Partners
Florida
$684K -$5.87K -24 -0.9%
HWM
1985
Horizon Wealth Management
Illinois
$684K +$54.8K +224 +9%
TWM
1986
TriaGen Wealth Management
California
$683K +$31.1K +127 +5%
CH
1987
Cromwell Holdings
Wyoming
$682K -$18.8K -77 -3%
SIC
1988
Sterling Investment Counsel
New York
$682K +$273K +1,118 +69%
SRIM
1989
Saratoga Research & Investment Management
California
$681K – – –
LW
1990
Libra Wealth
California
$679K -$245K -1,000 -27%
MLA
1991
MB, Levis & Associates
Pennsylvania
$679K +$245 +1 +0%
CFO
1992
CVA Family Office
Colorado
$679K +$150K +615 +29%
BC
1993
Barrett & Company
Rhode Island
$677K +$7.34K +30 +1%
ACM
1994
Aljian Capital Management
Nevada
$676K -$9.29K -38 -1%
ACM
1995
Advance Capital Management
Michigan
$675K +$268K +1,096 +68%
CTB
1996
Country Trust Bank
Illinois
$674K -$734 -3 -0.1%
OP
1997
ORG Partners
Indiana
$673K -$1.86M -7,584 -74%
ACP
1998
Aviance Capital Partners
Florida
$673K -$28.1K -115 -4%
KLCM
1999
KG&L Capital Management
Louisiana
$673K -$24.9K -102 -4%
BDF
2000
Black Diamond Financial
Maryland
$673K +$245 +1 +0%
78 79
80
81 82