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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1976
SNS Financial Group
Minnesota
$973K -$7.49K -25 -0.8%
KWM
1977
KFG Wealth Management
Indiana
$972K +$721K +2,406 +275%
SCA
1978
Sandy Cove Advisors
Massachusetts
$969K +$32K +107 +3%
CPA
1979
Cardiff Park Advisors
California
$968K – – –
RFS
1980
RM Financial Services
Maine
$967K +$978K +3,265 New
PL
1981
PeakShares LLC
Florida
$967K +$978K +3,264 New
BRM
1982
Boston Research & Management
Massachusetts
$966K – – –
WA
1983
WBH Advisory
Maryland
$963K -$12K -40 -1%
KCM
1984
Kendall Capital Management
Maryland
$961K -$65.6K -219 -6%
BWP
1985
Balboa Wealth Partners
Arizona
$960K +$119K +396 +14%
IPW
1986
Invictus Private Wealth
Colorado
$960K -$19.8K -66 -2%
GLLW
1987
Graves Light Lenhart Wealth
Virginia
$959K -$20.1K -67 -2%
CL
1988
CLG LLC
California
$957K +$4.79K +16 +0.5%
FM
1989
Family Management
New York
$954K +$224K +748 +30%
BIAS
1990
Beacon Investment Advisory Services
New Jersey
$953K -$243K -813 -20%
BTW
1991
Boston Trust Walden
Massachusetts
$951K – – –
MA
1992
MCF Advisors
Kentucky
$949K +$232K +774 +32%
BFC
1993
Bedel Financial Consulting
Indiana
$948K +$299 +1 +0%
RFP
1994
Roth Financial Partners
Texas
$948K – – –
SCG
1995
Sonata Capital Group
Washington
$948K +$225K +750 +31%
TSWM
1996
Triangle Securities Wealth Management
North Carolina
$946K +$480K +1,603 +96%
MCM
1997
Maple Capital Management
Vermont
$942K -$7.19K -24 -0.7%
OL
1998
Optas LLC
Texas
$942K +$36.5K +122 +4%
EIG
1999
Ellenbecker Investment Group
Wisconsin
$941K +$2.1K +7 +0.2%
EBA
2000
Eagle Bay Advisors
New York
$939K -$1.2K -4 -0.1%
78 79
80
81 82