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IBM

IBM

Market cap $220B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	AWM 2001 Atticus Wealth Management Palm Beach Gardens, Florida	$54K	+$54.3K	+418	New
2002	EWM 2002 Edge Wealth Management New York	$53K	–	–	–
2003	HIM 2003 Hillsdale Investment Management Toronto, Ontario, Canada	$52K	-$477K	-3,671	-90%
2004	APW 2004 Acima Private Wealth Richmond, Virginia	$51K	–	–	–
2005	KC 2005 Knuff & Co Foster City, California	$51K	–	–	–
2006	AP 2006 Americana Partners Houston, Texas	$50K	+$50.8K	+391	New
2007	LWM 2007 Lionsbridge Wealth Management Jacksonville Beach, Florida	$50K	+$51.5K	+396	New
2008	SQA 2008 Simon Quick Advisors Morristown, New Jersey	$48K	+$3.77K	+29	+8%
2009	SFG 2009 Sowa Financial Group Lincoln, Rhode Island	$47K	+$47.8K	+368	New
2010	LWS 2010 Lucia Wealth Services San Diego, California	$46K	–	–	–
2011	LF 2011 Lee Financial Dallas, Texas	$45K	–	–	–
2012	SIAP 2012 Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$45K	–	–	–
2013	TFGT 2013 TS Financial Group (TSFG) Lake Forest, Illinois	$45K	+$260	+2	+0.6%
2014	SC 2014 Solstein Capital Menlo Park, California	$44K	+$44.3K	+341	New
2015	TFA 2015 Tobias Financial Advisors Plantation, Florida	$44K	+$44.8K	+345	New
2016	MIM 2016 Macroview Investment Management Bethesda, Maryland	$43K	+$9.75K	+75	+29%
2017	SFPG 2017 Stonebridge Financial Planning Group Orlando, Florida	$43K	+$43.4K	+334	New
2018	EI 2018 Ellevest Inc New York	$42K	+$40.4K	+311	+1,555%
2019	IA 2019 IndexIQ Advisors New York	$41K	+$41.5K	+319	New
2020	PWMG 2020 Prestige Wealth Management Group Flemington, New Jersey	$40K	-$15.7K	-121	-28%
2021	PA 2021 PSI Advisors Tampa, Florida	$39K	+$40.3K	+310	New
2022	WPA 2022 West Paces Advisors Atlanta, Georgia	$37.1K	–	–	–
2023	LWA 2023 Lenox Wealth Advisors New York	$37K	+$11.7K	+90	+45%
2024	AJ 2024 Ashburton (Jersey) St Helier, Jersey	$36K	-$1.43K	-11	-4%
2025	BAM 2025 Baldrige Asset Management Allentown, Pennsylvania	$35K	–	–	–

IBM IBM Market cap $220B

IBM

IBM

Market cap $220B