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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Angeles Wealth Management
California
$292K +$9.25K +65 +3%
MWM
2002
Marietta Wealth Management
Georgia
$291K – – –
TNB
2003
Thomasville National Bank
Georgia
$291K +$295K +2,075 New
NFG
2004
Nadler Financial Group
Illinois
$291K – – –
OCM
2005
One Capital Management
California
$290K -$29.9K -210 -9%
BWP
2006
Balboa Wealth Partners
Arizona
$289K -$14.9K -105 -5%
CCC
2007
Chelsea Counsel Company
California
$288K – – –
EW
2008
Evoke Wealth
California
$288K +$17.9K +126 +7%
RDWM
2009
Red Door Wealth Management
Tennessee
$288K -$4.27K -30 -1%
WI
2010
WrapManager Inc
California
$288K +$23.8K +167 +9%
EIP
2011
Ellis Investment Partners
Pennsylvania
$287K -$16.1K -113 -5%
FF
2012
Financial Futures
New Jersey
$287K +$291K +2,045 New
MGAM
2013
McGowan Group Asset Management
Texas
$287K – – –
HFAS
2014
Hummer Financial Advisory Services
Illinois
$286K – – –
CA
2015
Calton & Associates
Florida
$286K +$290K +2,040 New
GITFIT
2016
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$286K -$35.6K -250 -13%
PWA
2017
Phoenix Wealth Advisors
North Carolina
$286K -$14.9K -105 -5%
SAI
2018
Systematic Alpha Investments
New Jersey
$286K – – –
FDCC
2019
Foster Dykema Cabot & Co
Massachusetts
$286K +$94.8K +666 +49%
GSIAS
2020
Garden State Investment Advisory Services
New Jersey
$286K +$7.68K +54 +3%
FVWA
2021
Foster Victor Wealth Advisors
South Carolina
$285K – – –
SC
2022
Sepio Capital
Utah
$284K – – –
BAM
2023
BOS Asset Management
Illinois
$283K – – –
MW
2024
MBL Wealth
North Carolina
$283K +$70.7K +497 +33%
OL
2025
Optas LLC
Texas
$282K +$286K +2,012 New
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