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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
2001
Zhang Financial
Michigan
– -$207K -616 Closed
CF
2002
Corrigan Financial
Rhode Island
– -$203K -604 Closed
EGM
2003
Engineers Gate Manager
New York
– -$201K -600 Closed
CFC
2004
Coyle Financial Counsel
Illinois
– -$165K -493 Closed
MS
2005
Marshall & Sullivan
Washington
– -$163K -486 Closed
HA
2006
Hays Advisory
Tennessee
– -$138K -412 Closed
AP
2007
Advisors Preferred
Maryland
– -$127K -380 Closed
JAM
2008
Jolley Asset Management
North Carolina
– -$126K -375 Closed
MPPLM
2009
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$99K -296 Closed
CPA
2010
Clear Perspective Advisors
Illinois
– -$85K -253 Closed
LWA
2011
Lenox Wealth Advisors
New York
– -$84K -249 Closed
BGIM
2012
Brandywine Global Investment Management
Pennsylvania
– -$84K -248 Closed
RCG
2013
Ruggie Capital Group
Florida
– -$81K -242 Closed
JT
2014
Jump Trading
Illinois
– -$80K -237 Closed
PW
2015
Price Wealth
Texas
– -$70K -209 Closed
OFS
2016
Orrstown Financial Services
Pennsylvania
– -$64K -191 Closed
LC
2017
Landaas & Company
Wisconsin
– -$53K -157 Closed
MBT
2018
Monroe Bank & Trust
Michigan
– -$42K -125 Closed
B
2019
Bridgeworth
Alabama
– -$35K -106 Closed
RFWA
2020
RPg Family Wealth Advisory
Massachusetts
– -$30.2K -90 Closed
CDIA
2021
Capital Directions Investment Advisors
Georgia
– -$18K -54 Closed
CWM
2022
Cedar Wealth Management
California
– -$17K -52 Closed
FA
2023
Fortis Advisors
Pennsylvania
– -$14K -42 Closed
BCP
2024
Blackhawk Capital Partners
Wisconsin
– -$10K -30 Closed
PCM
2025
Poehling Capital Management
Wisconsin
– -$10K -30 Closed
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