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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2001
West Paces Advisors
Georgia
$222K +$8.85K +25 +4%
PWA
2002
Peterson Wealth Advisors
Utah
$221K -$24.1K -68 -9%
AMM
2003
American Money Management
California
$219K – – –
SAM
2004
Summit Asset Management
Tennessee
$219K – – –
MCM
2005
Mainstay Capital Management
Michigan
$219K +$8.85K +25 +4%
CAL
2006
Capital Advisors Ltd
Ohio
$218K +$44.6K +126 +23%
C
2007
Certuity
Florida
$217K +$236K +667 New
CAM
2008
Concorde Asset Management
Michigan
$215K +$9.2K +26 +4%
NRI
2009
NFP Retirement Inc
California
$214K +$233K +657 New
NDSI
2010
Newman Dignan & Sheerar Inc
Rhode Island
$213K – – –
BFG
2011
Beacon Financial Group
Texas
$213K +$12.4K +35 +6%
XF
2012
XML Financial
Maryland
$213K +$231K +653 New
VAM
2013
Verity Asset Management
North Carolina
$212K -$4.6K -13 -2%
RPGK
2014
Retirement Planning Group (Kansas)
Kansas
$212K – – –
NWM
2015
Northwest Wealth Management
Iowa
$210K -$180K -508 -44%
DPI
2016
Diversified Portfolios Inc
Michigan
$210K +$36.8K +104 +19%
ZF
2017
Zhang Financial
Michigan
$210K +$228K +644 New
GGI
2018
Godsey & Gibb Inc
Virginia
$210K +$228K +645 New
AW
2019
Avion Wealth
Texas
$208K -$104K -295 -32%
HB
2020
Horizon Bancorp
Indiana
$208K +$226K +638 New
NA
2021
Navellier & Associates
Nevada
$207K -$269K -760 -54%
TA
2022
TCG Advisors
Texas
$206K -$632K -1,786 -74%
AWM
2023
Altavista Wealth Management
North Carolina
$206K +$11K +31 +5%
TIA
2024
Tandem Investment Advisors
South Carolina
$206K +$13.1K +37 +6%
DS
2025
DRW Securities
Illinois
$206K +$223K +631 New
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