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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
2001
AJ Wealth Strategies
New York
$277K +$12K +93 +5%
HC
2002
Hamilton Capital
Ohio
$276K -$89.8K -696 -25%
RCI
2003
RS Crum Inc
California
$276K – – –
FA
2004
Faithward Advisors
Pennsylvania
$275K -$39.7K -308 -14%
CCC
2005
Chelsea Counsel Company
California
$275K – – –
CAWM
2006
Capital Advisors Wealth Management
Washington
$274K +$20.8K +161 +9%
MHR
2007
Matthew Hamilton Rosenberg
$274K +$16K +124 +6%
MGAM
2008
McGowan Group Asset Management
Texas
$274K -$232K -1,796 -47%
AWM
2009
AllSquare Wealth Management
New York
$273K – – –
HFAS
2010
Hummer Financial Advisory Services
Illinois
$273K -$6.97K -54 -3%
SAI
2011
Systematic Alpha Investments
New Jersey
$273K – – –
GWAM
2012
Guardian Wealth Advisors (Minnesota)
Minnesota
$273K +$22.2K +172 +9%
HFS
2013
Howard Financial Services
Texas
$272K +$40.3K +312 +18%
VFA
2014
Voya Financial Advisors
Connecticut
$272K +$9.94K +77 +4%
AC
2015
Avestar Capital
New York
$271K -$124K -960 -32%
SC
2016
Sepio Capital
Utah
$271K -$59.6K -462 -19%
FWM
2017
Finer Wealth Management
Massachusetts
$271K +$9.42K +73 +4%
BAM
2018
BOS Asset Management
Illinois
$270K – – –
FBFS
2019
First Business Financial Services
Wisconsin
$270K -$22.3K -173 -8%
GAM
2020
Gemmer Asset Management
California
$270K +$260K +2,015 New
AIP
2021
Almanack Investment Partners
Pennsylvania
$269K -$6.71K -52 -3%
WBC
2022
Westpac Banking Corp
Australia
$269K -$17.7M -137,145 -99%
WMA
2023
West Michigan Advisors
Michigan
$269K +$11K +85 +4%
AWM
2024
Angeles Wealth Management
California
$269K +$260K +2,013 New
FVWA
2025
Foster Victor Wealth Advisors
South Carolina
$269K – – –
79 80
81
82 83