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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
DG
2001
DMC Group
Alabama
$243K +$230K +1,834 New
KIG
2002
Kowal Investment Group
Wisconsin
$242K +$144K +1,146 +173%
BBW
2003
Blue Barn Wealth
Utah
$241K -$13.3K -106 -6%
KIC
2004
Keating Investment Counselors
Florida
$241K -$10.4K -83 -4%
CPA
2005
Cardiff Park Advisors
California
$241K +$226K +1,799 New
HA
2006
HFG Advisors
Ohio
$240K +$225K +1,794 New
GWM
2007
GoalFusion Wealth Management
Texas
$240K +$226K +1,803 New
QP
2008
Quilter Plc
United Kingdom
$239K -$480K -3,830 -69%
BAM
2009
Boyar Asset Management
New York
$239K -$10.3K -82 -4%
MFG
2010
Mission Financial Group
Nevada
$238K +$101K +804 New
SIC
2011
Shoker Investment Counsel
Ohio
$237K -$115K -915 -34%
MMM
2012
Mendel Money Management
Illinois
$237K +$222K +1,770 New
SFS
2013
Security Financial Services
Indiana
$237K +$222K +1,770 New
ECAM
2014
East Coast Asset Management
Massachusetts
$236K -$10.2K -81 -4%
VBFG
2015
Vishria Bird Financial Group
Tennessee
$236K -$10.2K -81 -4%
DA
2016
Doliver Advisors
Texas
$236K -$4.39K -35 -2%
KM
2017
Kalos Management
Georgia
$236K -$1.38K -11 -0.6%
ACP
2018
Aveo Capital Partners
Colorado
$234K -$132K -1,051 -37%
FH
2019
FWG Holdings
Florida
$232K -$8.65K -69 -4%
FTC
2020
Farmers Trust Company
Ohio
$232K +$502 +4 +0.2%
DI
2021
DFPG Investments
Utah
$232K +$2.38K +19 +1%
PFP
2022
Paragon Financial Partners
California
$232K +$217K +1,732 New
FFMBT
2023
First Farmers & Merchants Bank Trust
Tennessee
$232K +$218K +1,735 New
TDC
2024
Thompson Davis & Co
Virginia
$232K +$218K +1,737 New
HIM
2025
Hanlon Investment Management
New Jersey
$231K -$128K -1,023 -37%
79 80
81
82 83