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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
2001
Community Bank of Raymore
Missouri
$233K – – –
MKA
2002
M. Kulyk & Associates
Georgia
$233K – – –
PIMG
2003
Patriot Investment Management Group
Tennessee
$232K -$656 -5 -0.3%
CAWM
2004
Capital Advisors Wealth Management
Washington
$232K +$8.4K +64 +3%
GFP
2005
Gryphon Financial Partners
Ohio
$232K +$35.6K +271 +16%
MF
2006
Meridian Financial
Massachusetts
$231K -$1.84K -14 -0.7%
CWM
2007
Calamos Wealth Management
Illinois
$231K -$3.81K -29 -1%
PP
2008
PFS Partners
New Jersey
$231K – – –
JSL
2009
JT Stratford LLC
Georgia
$230K +$23.5K +179 +10%
MAM
2010
Marotta Asset Management
Virginia
$229K – – –
NSB
2011
Norway Savings Bank
Maine
$229K -$13.1K -100 -5%
DI
2012
Disciplined Investments
Oklahoma
$229K -$1.18K -9 -0.5%
BWA
2013
BlueSky Wealth Advisors
North Carolina
$229K +$253K +1,927 New
GEA
2014
Glen Eagle Advisors
New Jersey
$229K – – –
BWA
2015
Blodgett Wealth Advisors
California
$228K – – –
CFA
2016
Compass Financial Advisors
Indiana
$228K – – –
DG
2017
DMC Group
Alabama
$228K +$26.1K +199 +12%
SWM
2018
Scissortail Wealth Management
Oklahoma
$228K +$46.9K +357 +27%
NQWM
2019
Northwest Quadrant Wealth Management
Oregon
$226K +$919 +7 +0.4%
RWM
2020
Rench Wealth Management
Texas
$226K +$3.15K +24 +1%
LDFR
2021
Lehman & Derafelo Financial Resources
Pennsylvania
$225K – – –
SDIC
2022
South Dakota Investment Council
South Dakota
$224K -$5.52M -42,028 -96%
HSWM
2023
Hubbell Strickland Wealth Management
Louisiana
$224K – – –
MWA
2024
Monograph Wealth Advisors
California
$224K +$1.44K +11 +0.6%
MAG
2025
MRA Advisory Group
New Jersey
$224K +$1.57K +12 +0.6%
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