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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2001
RVW Wealth
California
$112K +$128K +585 New
CBT
2002
CoreFirst Bank & Trust
Kansas
$111K – – –
WTG
2003
West Tower Group
Virginia
$110K +$123K +564 +5,127%
MLA
2004
MB, Levis & Associates
Pennsylvania
$110K – – –
SGC
2005
Slocum, Gordon & Co
Rhode Island
$109K -$59.7K -273 -32%
IAS
2006
IMA Advisory Services
Colorado
$109K +$21.9K +100 +21%
BWS
2007
Buck Wealth Strategies
Colorado
$107K +$120K +550 +5,500%
SOS
2008
Silver Oak Securities
Tennessee
$107K +$123K +560 New
DAM
2009
Delta Asset Management
Tennessee
$107K +$9.85K +45 +9%
BSB
2010
Bangor Savings Bank
Maine
$105K -$25.2K -115 -17%
TCA
2011
Trifecta Capital Advisors
Illinois
$104K – – –
SWM
2012
Sugarloaf Wealth Management
Georgia
$103K – – –
LCM
2013
Logan Capital Management
Pennsylvania
$102K – – –
ACM
2014
Antonetti Capital Management
Florida
$101K -$438 -2 -0.4%
GKIM
2015
GW&K Investment Management
Massachusetts
$99K +$71.3K +326 +173%
TFGT
2016
TS Financial Group (TSFG)
Illinois
$96K – – –
DWA
2017
Dougherty Wealth Advisers
Minnesota
$95.6K – – –
FGA
2018
Fortis Group Advisors
New Jersey
$95.3K +$109K +497 New
FAM
2019
Flaharty Asset Management
Florida
$93.7K +$107K +489 New
PAM
2020
Paradigm Asset Management
New York
$92K – – –
RFG
2021
RFP Financial Group
Georgia
$91K -$11.8K -54 -10%
GBT
2022
Grove Bank & Trust
Florida
$90.1K -$24.5K -112 -19%
FMTCOCP
2023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K – – –
PCFFS
2024
Pacific Center for Financial Services
California
$89.9K +$1.09K +5 +1%
CP
2025
Castleview Partners
Texas
$88.2K -$49.2K -225 -33%
79 80
81
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