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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Advance Capital Management
Michigan
$879K +$118K +470 +18%
CFFP
2002
Center for Financial Planning
Michigan
$879K -$5.79K -23 -0.7%
FCAS
2003
First Command Advisory Services
Texas
$878K -$88.2K -350 -10%
LI
2004
LVZ Inc
Michigan
$877K +$27K +107 +4%
FMN
2005
Financial Management Network
California
$877K +$307K +1,217 +42%
UB
2006
Umpqua Bank
Oregon
$876K +$9.07K +36 +1%
SFC
2007
SYM Financial Corp
Indiana
$872K +$21.4K +85 +3%
KWM
2008
Keebeck Wealth Management
Illinois
$871K +$93.2K +370 +14%
MHWM
2009
Montz Harcus Wealth Management
Louisiana
$871K +$12.8K +51 +2%
APW
2010
Alliance Private Wealth
Massachusetts
$869K -$81.1K -322 -9%
AAG
2011
Armstrong Advisory Group
Massachusetts
$868K +$504 +2 +0.1%
GFG
2012
Goldstone Financial Group
Illinois
$868K +$13.4K +53 +2%
KFI
2013
Key Financial Inc
Pennsylvania
$867K -$19.1K -76 -2%
AA
2014
Auxano Advisors
Washington
$865K +$1.26K +5 +0.2%
RCG
2015
Ridge Creek Global
Ohio
$865K +$775K +3,075 New
CFA
2016
Camarda Financial Advisors
Florida
$864K -$1.01K -4 -0.1%
RC
2017
Reik & Co
New York
$864K – – –
ECA
2018
Elevated Capital Advisors
Utah
$864K -$626K -2,483 -45%
PIS
2019
POM Investment Strategies
North Carolina
$863K +$287K +1,140 +59%
LI
2020
LRI Investments
Florida
$860K +$7.05K +28 +0.9%
PUI
2021
Purpose Unlimited Inc
$860K -$5.04K -20 -0.6%
RFS
2022
RM Financial Services
Maine
$859K -$21.9K -87 -3%
CEI
2023
Clark Estates Inc
New York
$859K – – –
DI
2024
Disciplined Investors
Texas
$859K +$769K +3,054 New
CVA
2025
Central Valley Advisors
California
$858K +$13.4K +53 +2%
79 80
81
82 83