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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2001
EPG Wealth Management
Georgia
$240K +$240K +1,843 New
TIM
2002
Tortoise Investment Management
New York
$239K – – –
VFP
2003
Verus Financial Partners
Virginia
$239K +$261 +2 +0.1%
JAG
2004
Journey Advisory Group
Kentucky
$239K +$240K +1,837 New
PFA
2005
Pathway Financial Advisors
Vermont
$238K -$11.6K -89 -5%
OPOWM
2006
One Plus One Wealth Management
Florida
$238K – – –
KIG
2007
Kowal Investment Group
Wisconsin
$238K +$3K +23 +1%
AC
2008
Apella Capital
Connecticut
$238K +$14.3K +110 +6%
MIM
2009
Miller Investment Management
Pennsylvania
$237K – – –
CPA
2010
Cardiff Park Advisors
California
$236K +$2.09K +16 +0.9%
BIP
2011
Blueprint Investment Partners
North Carolina
$236K +$123K +945 +100%
PFGIA
2012
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$253K -1,942 -52%
KIC
2013
Keating Investment Counselors
Florida
$234K – – –
TI
2014
Truepoint Inc
Ohio
$233K -$12.9K -99 -5%
BAM
2015
Boyar Asset Management
New York
$233K – – –
MAM
2016
Marotta Asset Management
Virginia
$231K +$231K +1,773 New
SFS
2017
Security Financial Services
Indiana
$230K – – –
ECAM
2018
East Coast Asset Management
Massachusetts
$229K – – –
DI
2019
DFPG Investments
Utah
$229K +$5.22K +40 +2%
SWM
2020
Scissortail Wealth Management
Oklahoma
$229K +$46.6K +357 +27%
TSWM
2021
Triangle Securities Wealth Management
North Carolina
$228K -$32K -245 -12%
GCA
2022
Gradient Capital Advisors
California
$228K -$10.2K -78 -4%
MWPCG
2023
Measured Wealth Private Client Group
New Hampshire
$227K -$105K -803 -32%
CWG
2024
Cornerstone Wealth Group
North Carolina
$227K -$68.1K -522 -23%
AF
2025
Apexium Financial
Texas
$227K – – –
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