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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2001
CVA Family Office
Colorado
$126K +$92.5K +416 +533%
FP
2002
Financial Perspectives
Minnesota
$125K – – –
ADIM
2003
Alpha DNA Investment Management
Maryland
$125K – – –
SAM
2004
S.A. Mason
Michigan
$124K -$5.56K -25 -5%
WWMSC
2005
Wagner Wealth Management (South Carolina)
South Carolina
$122K +$107K +480 New
ONST
2006
Old North State Trust
North Carolina
$121K -$2K -9 -2%
MFT
2007
Moisand Fitzgerald Tamayo
Florida
$118K – – –
TWP
2008
TFO Wealth Partners
Ohio
$118K +$62K +279 +150%
SAS
2009
Stelac Advisory Services
New York
$118K +$103K +465 New
LGWM
2010
Litman Gregory Wealth Management
California
$116K -$55.6K -250 -35%
JPLA
2011
Joseph P. Lucia & Associates
New York
$113K -$6.67K -30 -6%
FI
2012
FormulaFolio Investments
Michigan
$112K -$5.18M -23,296 -98%
DAM
2013
Delta Asset Management
Tennessee
$112K +$45.6K +205 +87%
CWP
2014
Concord Wealth Partners
Virginia
$106K -$7.11K -32 -7%
MRCM
2015
M&R Capital Management
New Jersey
$101K -$55.6K -250 -38%
WWM
2016
Wolff Wiese Magana
California
$100K +$1.56K +7 +2%
SFP
2017
Sterling Financial Planning
New Jersey
$99K -$32.9K -148 -28%
FRA
2018
Front Row Advisors
California
$96K +$222 +1 +0.3%
MAM
2019
McCarthy Asset Management
California
$91K +$5.56K +25 +8%
PCFFS
2020
Pacific Center for Financial Services
California
$89K -$54.7K -246 -41%
EAM
2021
Erste Asset Management
Austria
$88.4K +$5.56K +25 +8%
LWANC
2022
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K – – –
ETC
2023
Exchange Traded Concepts
Oklahoma
$88K +$21.3K +96 +38%
NC
2024
NewSquare Capital
Pennsylvania
$85K – – –
PP
2025
Pacifica Partners
Canada
$85K – – –
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