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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2001
Blume Capital Management
California
$106K – – –
BG
2002
Bollard Group
Massachusetts
$101K -$47.6K -412 -33%
GC
2003
Grace Capital
Massachusetts
$98K -$124K -1,075 -57%
PG
2004
Proffitt & Goodson
Tennessee
$98K – – –
ASBI
2005
American State Bank (Iowa)
Iowa
$96.9K +$93K +805 New
FPB
2006
First PREMIER Bank
South Dakota
$96K +$15.1K +131 +20%
LF
2007
Lee Financial
Texas
$93K – – –
CAGAS
2008
Capital Advisory Group Advisory Services
Minnesota
$92K +$3.35K +29 +4%
GWM
2009
Greenhouse Wealth Management
Connecticut
$92K +$88.8K +768 New
BCMIO
2010
Beacon Capital Management Inc (Ohio)
Ohio
$91K – – –
BSSFA
2011
Baron Silver Stevens Financial Advisors
Florida
$89K +$86K +744 New
DWM
2012
Defined Wealth Management
Oregon
$86K +$82.2K +711 New
MWA
2013
Moser Wealth Advisors
Washington
$85K – – –
TFO
2014
Tarbox Family Office
California
$82K -$31.4K -272 -29%
WOC
2015
West Oak Capital
California
$82K +$10.9K +94 +16%
ANBT
2016
American National Bank & Trust
Texas
$81K +$77.3K +669 New
SFFS
2017
Stonehage Fleming Financial Services
Jersey
$79K – – –
SWP
2018
ShoreHaven Wealth Partners
New Jersey
$79K +$75.9K +657 New
HWM
2019
HighMark Wealth Management
Minnesota
$79K +$76K +658 New
MIFH
2020
Migdal Insurance & Financial Holdings
Israel
$78K -$6.47K -56 -8%
ACM
2021
AUA Capital Management
Pennsylvania
$76K – – –
NIM
2022
NuWave Investment Management
New Jersey
$74K +$54.4K +471 +332%
ARIS
2023
Advanced Research Investment Solutions
California
$74K +$71K +614 New
IA
2024
IFS Advisors
Kansas
$74K +$71K +614 New
RTC
2025
Riverview Trust Company
Washington
$72K -$3.47K -30 -5%
79 80
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