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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMI
2001
Paradigm Capital Management Inc
New York
$818K – – –
LFS
2002
Legacy Financial Strategies
Kansas
$818K +$103K +394 +16%
SC
2003
Sawyer & Company
Massachusetts
$817K +$71.2K +272 +11%
HCMT
2004
Highland Capital Management (Tennessee)
Tennessee
$815K +$26.2K +100 +4%
TWP
2005
Tyche Wealth Partners
Texas
$814K +$6.81K +26 +0.9%
AFWM
2006
Abich Financial Wealth Management
Virginia
$813K +$754K +2,882 New
MFC
2007
Morris Financial Concepts
South Carolina
$813K – – –
HIC
2008
Harvey Investment Company
Kentucky
$813K – – –
BWS
2009
Broadway Wealth Solutions
Texas
$812K +$126K +481 +20%
WKWM
2010
Walter & Keenan Wealth Management
Indiana
$811K -$35.6K -136 -5%
A
2011
AlphaQuest
New York
$810K +$751K +2,868 +286,800%
BDFN
2012
Bond & Devick Financial Network
Minnesota
$809K +$524 +2 +0.1%
SSW
2013
Smith Shellnut Wilson
Mississippi
$809K +$6.54K +25 +0.9%
AG
2014
AmeriFlex Group
Nevada
$808K +$566K +2,163 +309%
BWA
2015
BlueSky Wealth Advisors
North Carolina
$808K – – –
AWM
2016
Aberdeen Wealth Management
Illinois
$807K – – –
CNC
2017
Citizens & Northern Corp
Pennsylvania
$807K – – –
OCPWS
2018
One Charles Private Wealth Services
Massachusetts
$805K -$42.1K -161 -5%
DW30
2019
Drucker Wealth 3.0
New Jersey
$804K -$54.4K -208 -7%
CI
2020
Ceera Investments
Texas
$804K -$1.32M -5,033 -64%
CHAM
2021
Clear Harbor Asset Management
Connecticut
$803K -$303K -1,158 -29%
BWP
2022
Balboa Wealth Partners
Arizona
$803K -$198K -756 -21%
NCM
2023
Novare Capital Management
North Carolina
$801K +$11.8K +45 +2%
RFS
2024
Retirement Financial Solutions
Tennessee
$798K +$740K +2,827 New
GFP
2025
Gryphon Financial Partners
Ohio
$796K +$31.9K +122 +5%
79 80
81
82 83