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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RRC
2001
Relaxing Retirement Coach
Massachusetts
– -$286K -1,947 Closed
BCM
2002
Baltimore Capital Management
Maryland
– -$273K -1,859 Closed
ACM
2003
Alethea Capital Management
Washington
– -$272K -1,856 Closed
OBWP
2004
O'Brien Wealth Partners
Massachusetts
– -$260K -1,771 Closed
AHB
2005
Abner Herrman & Brock
New Jersey
– -$256K -1,748 Closed
FCAG
2006
First Capital Advisors Group
New Jersey
– -$245K -1,673 Closed
BPB
2007
Badgley, Phelps & Bell
Washington
– -$244K -1,661 Closed
NCM
2008
Northside Capital Management
Oregon
– -$243K -1,657 Closed
BONST
2009
Bank of Nova Scotia Trust
Ontario, Canada
– -$232K -1,585 Closed
WHG
2010
Westwood Holdings Group
Texas
– -$231K -1,573 Closed
KI
2011
Koch Industries
Kansas
– -$227K -1,549 Closed
BPM
2012
Bowling Portfolio Management
Ohio
– -$224K -1,526 Closed
EIG
2013
Ellenbecker Investment Group
Wisconsin
– -$221K -1,507 Closed
RWA
2014
RGT Wealth Advisors
Texas
– -$220K -1,501 Closed
SWA
2015
SFMG Wealth Advisors
Texas
– -$220K -1,500 Closed
ACM
2016
Armbruster Capital Management
New York
– -$219K -1,495 Closed
IF
2017
IRON Financial
Illinois
– -$219K -1,491 Closed
PP
2018
PrairieView Partners
Minnesota
– -$218K -1,485 Closed
FCIM
2019
Fairview Capital Investment Management
California
– -$217K -1,484 Closed
FC
2020
FCA Corp
Texas
– -$217K -1,482 Closed
SFP
2021
Shepherd Financial Partners
Massachusetts
– -$217K -1,480 Closed
RW
2022
REDW Wealth
New Mexico
– -$217K -1,478 Closed
LGC
2023
Laurel Grove Capital
California
– -$213K -1,454 Closed
HK
2024
Horizon Kinetics
New York
– -$212K -1,445 Closed
CBB
2025
Citizens Business Bank
California
– -$211K -1,438 Closed
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