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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2001
West Financial Advisors
Iowa
$83.6K – – –
SC
2002
Sawyer & Company
Massachusetts
$82.4K +$87.7K +427 New
TFGT
2003
TS Financial Group (TSFG)
Illinois
$82K -$10.3K -50 -11%
RFG
2004
RFP Financial Group
Georgia
$81.8K +$4.73K +23 +6%
SFCL
2005
Strengthening Families & Communities LLC
Massachusetts
$81K – – –
CAM
2006
Costello Asset Management
Pennsylvania
$80.3K -$435K -2,115 -84%
MFT
2007
Moisand Fitzgerald Tamayo
Florida
$80.3K -$50.5K -246 -37%
MAWCM
2008
Mine & Arao Wealth Creation & Management
California
$80.1K – – –
AWM
2009
Atticus Wealth Management
Florida
$79.9K +$19.3K +94 +29%
GBT
2010
Grove Bank & Trust
Florida
$79.7K -$144K -700 -63%
DFA
2011
DHJJ Financial Advisors
Illinois
$79.7K – – –
GWSA
2012
Global Wealth Strategies & Associates
Colorado
$78.7K – – –
AWM
2013
Avondale Wealth Management
Texas
$77.2K – – –
SA
2014
SRH Advisors
Kansas
$77.2K – – –
WAS
2015
Winch Advisory Services
Wisconsin
$76.4K +$8.22K +40 +11%
GJIA
2016
Glass Jacobson Investment Advisors
Maryland
$75.5K +$27.7K +135 +53%
CT
2017
Colonial Trust
South Carolina
$75.3K -$12.3K -60 -13%
TC
2018
Truvestments Capital
Florida
$75.2K -$41.1K -200 -34%
VWM
2019
Valley Wealth Managers
New Jersey
$74.9K – – –
CAM
2020
Creekmur Asset Management
Illinois
$74.7K -$23K -112 -22%
KFS
2021
Kelly Financial Services
Massachusetts
$73.2K – – –
DF
2022
Dunhill Financial
United Kingdom
$72.6K -$6.78K -33 -8%
CWP
2023
Concord Wealth Partners
Virginia
$72.4K – – –
JFG
2024
JDM Financial Group
Texas
$71.4K – – –
RA
2025
Rational Advisors
New York
$71.2K +$75.8K +369 New
79 80
81
82 83