We are live on ! Find out more
IBM icon

IBM
IBM

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
2001
Reik & Co
New York
$745K – – –
AA
2002
Auxano Advisors
Washington
$744K -$541 -2 -0.1%
CMTU
2003
Capital Markets Trading (UK)
United Kingdom
$744K +$200K +740 +32%
PP
2004
Patron Partners
Texas
$742K +$377K +1,394 +84%
CAWM
2005
Capital Advisors Wealth Management
Washington
$741K +$21.6K +80 +3%
CEI
2006
Clark Estates Inc
New York
$741K – – –
DIM
2007
DLK Investment Management
California
$739K -$27.1K -100 -3%
SN
2008
Sittner & Nelson
Oregon
$738K – – –
MHWM
2009
Montz Harcus Wealth Management
Louisiana
$738K -$21.4K -79 -3%
PPW
2010
Pasadena Private Wealth
California
$737K +$13K +48 +2%
ETS
2011
ESL Trust Services
New York
$737K -$12.4K -46 -1%
SPL
2012
Smart Portfolios LLC
Washington
$736K +$13.5K +50 +2%
JSAM
2013
J. Safra Asset Management
New York
$736K -$328K -1,211 -29%
SWM
2014
Selective Wealth Management
Virginia
$736K -$10.3K -38 -1%
VCS
2015
Vaughan & Co Securities
New Jersey
$736K -$28.7K -106 -3%
MCA
2016
Magnolia Capital Advisors
Mississippi
$735K +$34.6K +128 +4%
GFG
2017
Goldstone Financial Group
Illinois
$735K -$135K -498 -14%
LI
2018
LRI Investments
Florida
$734K -$1.08K -4 -0.1%
BWS
2019
Broadway Wealth Solutions
Texas
$733K +$54.4K +201 +7%
I2I
2020
Insight 2811 Inc
Illinois
$732K -$1.62K -6 -0.2%
SFC
2021
SYM Financial Corp
Indiana
$731K +$97.7K +361 +14%
EIG
2022
Ellenbecker Investment Group
Wisconsin
$731K -$43.6K -161 -5%
LI
2023
LVZ Inc
Michigan
$730K -$4.06K -15 -0.5%
BFG
2024
Bouchey Financial Group
New York
$730K +$1.08K +4 +0.1%
WETS
2025
Wealth Enhancement Trust Services
South Dakota
$728K +$275K +1,015 +51%
79 80
81
82 83