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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2001
Roble Belko & Company
Pennsylvania
$272K -$24.8K -184 -9%
CFA
2002
Compass Financial Advisors
Indiana
$272K -$3.37K -25 -1%
GEA
2003
Glen Eagle Advisors
New Jersey
$272K -$20.1K -149 -7%
BWA
2004
Blodgett Wealth Advisors
California
$271K – – –
HWM
2005
Horizon Wealth Management
Illinois
$270K +$1.75K +13 +0.7%
MLL
2006
Moody Lynn & Lieberson
Massachusetts
$269K – – –
EWM
2007
EPG Wealth Management
Georgia
$268K +$7.29K +54 +3%
PCA
2008
Pallas Capital Advisors
Massachusetts
$267K +$3.91K +29 +1%
LDFR
2009
Lehman & Derafelo Financial Resources
Pennsylvania
$267K +$21.9K +162 +9%
CAWM
2010
Capital Advisors Wealth Management
Washington
$267K +$47.1K +349 +23%
E
2011
ETFidea
New York
$267K +$25.6K +190 +11%
HSWM
2012
Hubbell Strickland Wealth Management
Louisiana
$266K – – –
RWM
2013
Rench Wealth Management
Texas
$266K +$3.1K +23 +1%
MAG
2014
MRA Advisory Group
New Jersey
$266K +$255K +1,887 New
CFFP
2015
Center for Financial Planning
Michigan
$265K – – –
VAG
2016
VisionPoint Advisory Group
Texas
$265K +$42.7K +316 +19%
FOA
2017
Five Oceans Advisors
California
$265K +$253K +1,878 New
SIC
2018
Sterling Investment Counsel
New York
$265K +$254K +1,882 New
XF
2019
XML Financial
Maryland
$264K -$5.09M -37,679 -95%
RPA
2020
Rock Point Advisors
Vermont
$264K -$6.07K -45 -2%
MWA
2021
Monograph Wealth Advisors
California
$264K -$810 -6 -0.3%
AT
2022
American Trust
Kentucky
$264K +$21.6K +160 +9%
RRC
2023
Relaxing Retirement Coach
Massachusetts
$263K – – –
AFAS
2024
Acorn Financial Advisory Services
Virginia
$263K +$540 +4 +0.2%
PIP
2025
Peachtree Investment Partners
Florida
$263K +$252K +1,866 New
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