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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
2001
WC Walker & Associates
California
$283K +$23.3K +169 +8%
EIA
2002
Eldridge Investment Advisors
New Hampshire
$283K – – –
FFA
2003
Farther Finance Advisors
California
$283K +$277K +2,007 New
CFA
2004
Compass Financial Advisors
Indiana
$282K +$11.2K +81 +4%
GFP
2005
Gryphon Financial Partners
Ohio
$282K +$7.17K +52 +3%
CPSAC
2006
Chas P. Smith & Associates (CPS)
Florida
$282K +$4.83K +35 +2%
WCFA
2007
Walkner Condon Financial Advisors
Wisconsin
$282K -$3.45K -25 -1%
EA
2008
Ergawealth Advisors
Illinois
$282K +$276K +2,000 New
NRI
2009
NFP Retirement Inc
California
$282K +$414 +3 +0.2%
MWM
2010
Merriman Wealth Management
Washington
$281K -$70.1K -508 -20%
PWMG
2011
Prestige Wealth Management Group
New Jersey
$281K +$176K +1,277 +178%
HP
2012
Hyperion Partners
Pennsylvania
$280K +$274K +1,989 New
GEA
2013
Glen Eagle Advisors
New Jersey
$280K +$8.41K +61 +3%
EB
2014
Eastern Bank
Massachusetts
$280K -$10.5K -76 -4%
CRI
2015
Colonial River Investments
Virginia
$278K +$1.52K +11 +0.6%
AWS
2016
AJ Wealth Strategies
New York
$278K – – –
WA
2017
Wealthstream Advisors
New York
$278K -$2.21K -16 -0.8%
M
2018
MOTCO
Texas
$278K -$22.6K -164 -8%
CAWM
2019
Capital Advisors Wealth Management
Washington
$276K +$1.1K +8 +0.4%
CBOR
2020
Community Bank of Raymore
Missouri
$276K – – –
BOM
2021
Bank of Marin
California
$276K +$270K +1,958 New
PP
2022
PFS Partners
New Jersey
$276K +$1.79K +13 +0.7%
TWM
2023
Triton Wealth Management
Arizona
$275K +$4.69K +34 +2%
CB
2024
CNB Bank
Pennsylvania
$274K -$14.5K -105 -5%
CWM
2025
Calamos Wealth Management
Illinois
$274K – – –
79 80
81
82 83