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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1976
AlTi Global
New York
$840K +$308K +1,197 +72%
CBB
1977
Citizens Business Bank
California
$839K -$12.1K -47 -2%
SSW
1978
Smith Shellnut Wilson
Mississippi
$838K – – –
SHGA
1979
Sand Hill Global Advisors
California
$837K -$22.4K -87 -3%
CAWM
1980
Capital Advisors Wealth Management
Washington
$836K +$86.6K +336 +13%
SC
1981
Sapient Capital
Indiana
$835K -$9.02K -35 -1%
CGA
1982
Crescent Grove Advisors
Illinois
$830K – – –
LW
1983
Libra Wealth
California
$829K +$20.6K +80 +3%
AWM
1984
Aprio Wealth Management
Georgia
$828K +$156K +606 +28%
TWM
1985
TriaGen Wealth Management
California
$827K +$15.2K +59 +2%
BAM
1986
Bosun Asset Management
Illinois
$825K -$83.5K -324 -10%
CIA
1987
Cohen Investment Advisors
New Hampshire
$825K -$44.3K -172 -6%
KFA
1988
Kelleher Financial Advisors
New York
$825K +$77.3K +300 +12%
NCM
1989
Novare Capital Management
North Carolina
$823K -$25K -97 -3%
TW
1990
TritonPoint Wealth
Maryland
$822K +$134K +521 +23%
HCMT
1991
Highland Capital Management (Tennessee)
Tennessee
$822K – – –
NFSG
1992
Newbridge Financial Services Group
Florida
$821K +$176K +683 +32%
KLCM
1993
KG&L Capital Management
Louisiana
$821K +$21.4K +83 +3%
JSC
1994
Jackson Square Capital
California
$820K +$717K +2,782 New
DTC
1995
Davidson Trust Company
Washington
$815K -$102K -397 -13%
OP
1996
ORG Partners
Indiana
$813K +$24K +93 +3%
CWM
1997
Circle Wealth Management
New Jersey
$813K -$7.47K -29 -1%
BFG
1998
Baron Financial Group
New Jersey
$812K +$773 +3 +0.1%
FBT
1999
First Bankers Trust
Kentucky
$812K – – –
OL
2000
Optas LLC
Texas
$811K +$13.9K +54 +2%
78 79
80
81 82