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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1976
Carr Financial Group
Massachusetts
$843K +$342K +1,305 +78%
MTC
1977
McDaniel Terry & Co
Texas
$842K – – –
FAFN
1978
First Affirmative Financial Network
Colorado
$841K -$14.7K -56 -2%
DOA
1979
D'Orazio & Associates
Virginia
$841K +$524 +2 +0.1%
EGA
1980
E&G Advisors
Texas
$840K +$1.83K +7 +0.2%
RAG
1981
RIA Advisory Group
Iowa
$840K -$37.2K -142 -5%
FSC
1982
Full Sail Capital
Oklahoma
$839K +$3.4K +13 +0.4%
RS
1983
Rakuten Securities
Japan
$839K +$489K +1,868 +169%
PMFA
1984
Plante Moran Financial Advisors
Michigan
$839K -$12.3K -47 -2%
TWP
1985
Triad Wealth Partners
Kansas
$837K +$202K +770 +35%
CAWM
1986
Capital Advisors Wealth Management
Washington
$834K +$31.4K +120 +4%
KCM
1987
Kathmere Capital Management
Pennsylvania
$833K +$3.14K +12 +0.4%
GFM
1988
GF Fund Management
China
$832K +$337K +1,287 +77%
CBB
1989
Citizens Business Bank
California
$828K +$23.6K +90 +3%
PAS
1990
Professional Advisory Services
Florida
$828K – – –
PSB
1991
Piscataqua Savings Bank
New Hampshire
$827K – – –
AIM
1992
Advyzon Investment Management
Illinois
$825K +$380K +1,450 +99%
EIA
1993
Eldridge Investment Advisors
New Hampshire
$824K +$85.1K +325 +13%
LIA
1994
Lynx Investment Advisory
District of Columbia
$823K -$151K -578 -17%
CWL
1995
Causey Wealth LLC
Colorado
$822K – – –
BDF
1996
Black Diamond Financial
Maryland
$821K +$45.3K +173 +6%
HIM
1997
Hanlon Investment Management
New Jersey
$821K +$73K +279 +11%
PAM
1998
Pegasus Asset Management
New York
$820K +$7.85K +30 +1%
BOJHT
1999
Bank of Jackson Hole Trust
Wyoming
$820K +$634K +2,423 +501%
LKBC
2000
L.K. Benson & Company
Maryland
$818K – – –
78 79
80
81 82