We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2001
Truvestments Capital
Florida
$395K -$103K -595 -21%
SAA
2002
Southeast Asset Advisors
Georgia
$395K – – –
NFA
2003
Northwest Financial Advisors
Virginia
$394K +$13.4K +77 +3%
DIP
2004
Davis Investment Partners
North Carolina
$394K +$2.78K +16 +0.7%
DTL
2005
Dynamic Technology Lab
Singapore
$394K -$657K -3,783 -62%
GWAM
2006
Guardian Wealth Advisors (Minnesota)
Minnesota
$394K +$33.2K +191 +9%
LIG
2007
Lokken Investment Group
Delaware
$394K +$174 +1 +0%
BCM
2008
Buckhead Capital Management
Georgia
$393K -$122K -700 -24%
FFA
2009
Fragasso Financial Advisors
Pennsylvania
$393K -$97.5K -561 -20%
PMSA
2010
Patrick M. Sweeney & Associates
Illinois
$393K +$27.1K +156 +7%
CF
2011
Convergence Financial
Missouri
$393K +$394K +2,270 New
OW
2012
Olistico Wealth
Oklahoma
$392K -$38.7K -223 -9%
OL
2013
Optas LLC
Texas
$390K -$2.43K -14 -0.6%
KOC
2014
Koss-Olinger Consulting
Florida
$390K +$392K +2,255 New
HWM
2015
Hemington Wealth Management
Virginia
$389K +$12.2K +70 +3%
RWM
2016
Revisor Wealth Management
Ohio
$389K -$305K -1,753 -44%
WFAG
2017
Wescott Financial Advisory Group
Pennsylvania
$388K +$113K +650 +41%
CAM
2018
Close Asset Management
United Kingdom
$388K -$71.2K -410 -15%
MSWM
2019
McGlone Suttner Wealth Management
Wisconsin
$387K -$55.3K -318 -12%
MCA
2020
MSH Capital Advisors
Arizona
$387K -$2.95K -17 -0.8%
GEA
2021
Glen Eagle Advisors
New Jersey
$386K +$62.4K +359 +19%
COCM
2022
Charter Oak Capital Management
New Hampshire
$386K +$63.9K +368 +20%
EIP
2023
Ellis Investment Partners
Pennsylvania
$386K +$44.8K +258 +13%
GD
2024
Grandfield & Dodd
New York
$386K – – –
EIA
2025
Eldridge Investment Advisors
New Hampshire
$386K +$44.5K +256 +13%
79 80
81
82 83