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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
2001
Southeast Asset Advisors
Georgia
$395K – – –
NFA
2002
Northwest Financial Advisors
Virginia
$394K +$13.4K +77 +3%
DIP
2003
Davis Investment Partners
North Carolina
$394K +$2.78K +16 +0.7%
DTL
2004
Dynamic Technology Lab
Singapore
$394K -$657K -3,783 -62%
GWAM
2005
Guardian Wealth Advisors (Minnesota)
Minnesota
$394K +$33.2K +191 +9%
LIG
2006
Lokken Investment Group
Delaware
$394K +$174 +1 +0%
BCM
2007
Buckhead Capital Management
Georgia
$393K -$122K -700 -24%
FFA
2008
Fragasso Financial Advisors
Pennsylvania
$393K -$97.5K -561 -20%
PMSA
2009
Patrick M. Sweeney & Associates
Illinois
$393K +$27.1K +156 +7%
CF
2010
Convergence Financial
Missouri
$393K +$394K +2,270 New
OW
2011
Olistico Wealth
Oklahoma
$392K -$38.7K -223 -9%
OL
2012
Optas LLC
Texas
$390K -$2.43K -14 -0.6%
KOC
2013
Koss-Olinger Consulting
Florida
$390K +$392K +2,255 New
HWM
2014
Hemington Wealth Management
Virginia
$389K +$12.2K +70 +3%
RWM
2015
Revisor Wealth Management
Ohio
$389K -$305K -1,753 -44%
WFAG
2016
Wescott Financial Advisory Group
Pennsylvania
$388K +$113K +650 +41%
CAM
2017
Close Asset Management
United Kingdom
$388K -$71.2K -410 -15%
MSWM
2018
McGlone Suttner Wealth Management
Wisconsin
$387K -$55.3K -318 -12%
MCA
2019
MSH Capital Advisors
Arizona
$387K -$2.95K -17 -0.8%
GEA
2020
Glen Eagle Advisors
New Jersey
$386K +$62.4K +359 +19%
COCM
2021
Charter Oak Capital Management
New Hampshire
$386K +$63.9K +368 +20%
EIP
2022
Ellis Investment Partners
Pennsylvania
$386K +$44.8K +258 +13%
GD
2023
Grandfield & Dodd
New York
$386K – – –
EIA
2024
Eldridge Investment Advisors
New Hampshire
$386K +$44.5K +256 +13%
WA
2025
Wealthstream Advisors
New York
$385K -$3.82K -22 -1%
79 80
81
82 83