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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
2001
Benchmark Financial Wealth Advisors
Florida
$278K +$8.9K +40 +3%
BFO
2002
Boston Family Office
Massachusetts
$278K +$286K +1,285 New
FMP
2003
Financial Management Professionals
Texas
$277K +$7.12K +32 +3%
OC
2004
Oakworth Capital
Alabama
$276K – – –
MWM
2005
Mindset Wealth Management
Indiana
$276K – – –
MAG
2006
M3 Advisory Group
Massachusetts
$276K +$9.34K +42 +3%
5NPW
2007
55 North Private Wealth
Florida
$275K +$283K +1,271 New
MIM
2008
Marco Investment Management
Georgia
$274K -$2.23K -10 -0.8%
SIC
2009
SFE Investment Counsel
California
$274K +$3.34K +15 +1%
T
2010
TrustBank
Illinois
$274K +$6.23K +28 +2%
MWM
2011
Moran Wealth Management
Florida
$274K +$281K +1,265 New
CNBOF
2012
City National Bank of Florida
Florida
$274K +$281K +1,264 New
GPA
2013
Garrison Point Advisors
California
$273K +$40K +180 +17%
SEM
2014
Strategic Equity Management
Arizona
$272K -$101K -454 -27%
VAG
2015
VisionPoint Advisory Group
Texas
$272K -$11.3K -51 -4%
OWA
2016
Opal Wealth Advisors
New York
$272K +$445 +2 +0.2%
LBC
2017
Leigh Baldwin & Co
New York
$272K -$3.34K -15 -1%
KIC
2018
Kensington Investment Counsel
California
$272K – – –
SWP
2019
Summit Wealth Partners
Florida
$271K – – –
TCM
2020
Telos Capital Management
California
$271K -$15.4K -69 -5%
AA
2021
Argent Advisors
Louisiana
$271K -$8.01K -36 -3%
SHF
2022
Stage Harbor Financial
Massachusetts
$271K – – –
PCM
2023
Poehling Capital Management
Wisconsin
$271K +$278K +1,251 New
CFD
2024
Creative Financial Designs
Indiana
$271K -$74.5K -335 -21%
FCB
2025
First County Bank
Connecticut
$271K – – –
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