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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2001
Traphagen Investment Advisors
New Jersey
$202K +$204K +530 New
HCM
2002
Harvest Capital Management
New Hampshire
$202K -$121K -315 -37%
PWM
2003
Paulson Wealth Management
Illinois
$201K +$202K +526 New
GHAM
2004
Gilman Hill Asset Management
Connecticut
$201K +$203K +527 New
SICM
2005
Sustainable Insight Capital Management
New York
$200K +$202K +525 New
MWC
2006
MKD Wealth Coaches
Michigan
$196K +$1.16K +3 +0.6%
PCA
2007
Peddock Capital Advisors
Massachusetts
$195K -$5K -13 -2%
CAL
2008
Capital Advisors Ltd
Ohio
$192K – – –
M
2009
MOTCO
Texas
$191K -$19.6K -51 -9%
IWP
2010
Icon Wealth Partners
Texas
$191K +$53.1K +138 +38%
DWA
2011
Dougherty Wealth Advisers
Minnesota
$190K – – –
KFS
2012
Kelly Financial Services
Massachusetts
$186K +$188K +488 New
AC
2013
Avestar Capital
New York
$183K +$7.31K +19 +4%
BWL
2014
Bogart Wealth LLC
Virginia
$165K – – –
PCM
2015
Pointe Capital Management
Michigan
$164K +$166K +430 New
CI
2016
CX Institutional
Indiana
$162K +$76.2K +198 +87%
PGA
2017
Premia Global Advisors
Florida
$157K +$159K +413 New
PWM
2018
PRW Wealth Management
Massachusetts
$155K -$92.4K -240 -37%
LGWM
2019
Litman Gregory Wealth Management
California
$153K – – –
THWM
2020
Taylor Hoffman Wealth Management
Virginia
$147K – – –
AWMF
2021
Arbor Wealth Management (Florida)
Florida
$141K +$26.6K +69 +23%
WC
2022
Whitnell & Co
Illinois
$137K – – –
BL
2023
Balentine LLC
Georgia
$131K – – –
ECM
2024
Estabrook Capital Management
New York
$130K – – –
AA
2025
AlphaMark Advisors
Kentucky
$130K +$34.6K +90 +36%
79 80
81
82 83