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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2001
Aaron Wealth Advisors
Illinois
$76.6K -$899K -4,477 -92%
HBW
2002
Hazlett, Burt & Watson
West Virginia
$76K +$79.5K +396 New
CWC
2003
Carolinas Wealth Consulting
North Carolina
$75K +$22.5K +112 +40%
KFS
2004
Kelly Financial Services
Massachusetts
$74.4K -$15.1K -75 -16%
CWP
2005
Concord Wealth Partners
Virginia
$74K +$16.5K +82 +27%
MIM
2006
Macroview Investment Management
Maryland
$74K +$16.7K +83 +27%
AAP
2007
Arax Advisory Partners
Colorado
$70K +$6.42K +32 +10%
BWM
2008
Baystate Wealth Management
Massachusetts
$67K – – –
PCFFS
2009
Pacific Center for Financial Services
California
$67K – – –
CP
2010
Castleview Partners
Texas
$67K +$70.3K +350 New
EAM
2011
Erste Asset Management
Austria
$66.5K – – –
RBC
2012
Roble Belko & Company
Pennsylvania
$66K +$8.83K +44 +15%
TFO
2013
Tarbox Family Office
California
$65K -$318K -1,583 -82%
NC
2014
NewSquare Capital
Pennsylvania
$64K – – –
EWA
2015
EverSource Wealth Advisors
Alabama
$64K +$12.2K +61 +22%
FP
2016
Financial Perspectives
Minnesota
$63.9K +$10K +50 +18%
BHWM
2017
Beaird Harris Wealth Management
Texas
$63K -$15.1K -75 -19%
TFP
2018
Tilia Fiduciary Partners
North Carolina
$63K -$3.21K -16 -5%
LWANC
2019
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K -$1.81K -9 -3%
FPFS
2020
First Personal Financial Services
North Carolina
$62K +$18.1K +90 +38%
ACA
2021
Atlas Capital Advisors
Wyoming
$61.3K +$40.1K +200 +167%
FRA
2022
Front Row Advisors
California
$60K – – –
CWM
2023
Cranbrook Wealth Management
Michigan
$59K – – –
CH
2024
Canton Hathaway
Rhode Island
$58K – – –
BA
2025
Bivin & Associates
Oklahoma
$57K – – –
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