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IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WealthSpring Partners
California
$939K +$950K +3,171 New
OCM
2002
Orion Capital Management
California
$939K -$7.49K -25 -0.8%
CFFP
2003
Center for Financial Planning
Michigan
$938K +$45.2K +151 +5%
HAS
2004
HBW Advisory Services
California
$937K +$34.4K +115 +4%
TW
2005
Tempo Wealth
Ohio
$935K +$945K +3,157 New
MCM
2006
MV Capital Management
Maryland
$935K +$2.4K +8 +0.3%
DIM
2007
DLK Investment Management
California
$933K – – –
OCM
2008
One Capital Management
California
$933K +$24K +80 +3%
PFW
2009
Petros Family Wealth
Minnesota
$931K -$340K -1,136 -27%
CTB
2010
Country Trust Bank
Illinois
$931K -$54.2K -181 -5%
PAM
2011
Peak Asset Management
Colorado
$931K -$54.2K -181 -5%
VCS
2012
Vaughan & Co Securities
New Jersey
$930K -$65.9K -220 -7%
DCU
2013
Dara Capital US
Florida
$929K +$939K +3,137 New
SC
2014
Schiavi & Co
Delaware
$928K +$3.3M +11,022 +816%
AAG
2015
Armstrong Advisory Group
Massachusetts
$927K +$599 +2 +0.1%
LFS
2016
Legacy Financial Strategies
Kansas
$926K +$68.9K +230 +8%
MHWM
2017
Montz Harcus Wealth Management
Louisiana
$925K -$138K -462 -13%
AHL
2018
Abel Hall LLC
Louisiana
$924K +$547K +1,828 +141%
KCM
2019
Kathmere Capital Management
Pennsylvania
$924K +$50.6K +169 +6%
ACM
2020
Allred Capital Management
Texas
$924K -$20.7K -69 -2%
BWP
2021
Burling Wealth Partners
Illinois
$923K -$9.88K -33 -1%
FBB
2022
Fulton Breakefield Broenniman
Maryland
$923K +$11.7K +39 +1%
1IA
2023
1620 Investment Advisors
Massachusetts
$921K -$6.29K -21 -0.7%
NRG
2024
Nemes Rush Group
Michigan
$920K +$3.89K +13 +0.4%
HR
2025
Howe & Rusling
New York
$918K +$30.2K +101 +3%
79 80
81
82 83