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IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2001
Prudential plc
United Kingdom
$216K -$11.4M -83,314 -98%
MAM
2002
Martingale Asset Management
Massachusetts
$216K -$217K -1,586 -51%
TLCM
2003
Twin Lakes Capital Management
California
$215K +$2.19K +16 +1%
BLAM
2004
Bourne Lent Asset Management
New York
$215K +$210K +1,538 New
STC
2005
Sarah T. Connolly
$214K +$209K +1,527 New
HPC
2006
Hobart Private Capital
North Carolina
$213K -$293K -2,140 -58%
LK
2007
Lumbard & Kellner
New Hampshire
$213K – – –
SC
2008
Steph & Co
Wisconsin
$212K – – –
SL
2009
Stevard LLC
Illinois
$212K +$206K +1,509 New
TIM
2010
Total Investment Management
Arizona
$211K -$68.1K -498 -25%
RC
2011
Rinet Company
Massachusetts
$211K +$206K +1,504 New
RZH
2012
Relyea Zuckerberg Hanson
Connecticut
$210K -$9.71K -71 -5%
JBA
2013
Johnson Bixby & Associates
Washington
$210K – – –
AWMG
2014
Alliance Wealth Management Group
New Jersey
$210K +$205K +1,496 New
GAG
2015
GM Advisory Group
New York
$210K +$205K +1,497 New
TCM
2016
Towercrest Capital Management
Pennsylvania
$210K +$205K +1,498 New
CFG
2017
CKW Financial Group
Hawaii
$209K -$16.5K -121 -8%
SEP
2018
Southland Equity Partners
Missouri
$208K +$203K +1,485 New
WCF
2019
West Coast Financial
California
$208K -$44.7K -327 -18%
MCA
2020
Mercer Capital Advisers
New Jersey
$208K – – –
CWA
2021
Clearview Wealth Advisors
Oregon
$208K +$91.9K +672 +83%
V
2022
VeraBank
Texas
$208K +$202K +1,480 New
AA
2023
Auxano Advisors
Washington
$207K +$202K +1,479 New
SFWA
2024
Summit Financial Wealth Advisors
Louisiana
$206K -$6.31M -46,140 -97%
BHTS
2025
Bar Harbor Trust Services
Maine
$206K +$200K +1,464 New
79 80
81
82 83