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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
2001
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K +$68.7K +199 New
FGC
2002
Financial Gravity Companies
Texas
$60K +$53.5K +155 New
IAS
2003
INR Advisory Services
Pennsylvania
$57K +$61.1K +177 New
CC
2004
Claybrook Capital
Massachusetts
$57K +$61.5K +178 New
WDL
2005
Well Done LLC
Michigan
$57K +$61.5K +178 New
BHWM
2006
Bay Harbor Wealth Management
Maryland
$56K +$60.5K +175 New
AWA
2007
Artemis Wealth Advisors
New York
$48.4K – – –
PMFA
2008
Plante Moran Financial Advisors
Michigan
$48K +$32.1K +93 +163%
CIM
2009
Contravisory Investment Management
Massachusetts
$45K +$29.7K +86 +159%
SFA
2010
Semmax Financial Advisors
North Carolina
$45K +$48K +139 New
FBT
2011
First Bank & Trust
South Dakota
$44K -$6.91K -20 -13%
CFA
2012
Clarfeld Financial Advisors
New York
$40K +$42.5K +123 New
1NWS
2013
1 North Wealth Services
Maryland
$40K +$43.2K +125 New
FWC
2014
First Washington Corp
Washington
$36K – – –
CL
2015
CSS LLC
Illinois
$35K +$37K +107 New
PG
2016
Proffitt & Goodson
Tennessee
$33K +$33.2K +96 +1,371%
CSS
2017
Cubist Systematic Strategies
Connecticut
$32K -$685K -1,984 -95%
SJIM
2018
St. Johns Investment Management
Florida
$32K -$57K -165 -62%
BAMG
2019
Brand Asset Management Group
Missouri
$32K -$23.1K -67 -41%
AWM
2020
Avondale Wealth Management
Texas
$32K -$3.8K -11 -10%
AIM
2021
Arcadia Investment Management
Michigan
$32K – – –
BCM
2022
Blume Capital Management
California
$32K – – –
IWMA
2023
Ironwood Wealth Management (Arizona)
Arizona
$32K – – –
SA
2024
SRH Advisors
Kansas
$32K – – –
IF
2025
Ironwood Financial
Arizona
$32K +$34.2K +99 New
79 80
81
82 83