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Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
2001
Capital Advisors Inc
Oklahoma
– -$1.16M -6,387 Closed
BCM
2002
Bayesian Capital Management
New York
– -$1.08M -5,911 Closed
WG
2003
Wealth Group
North Carolina
– -$956K -5,251 Closed
IIM
2004
InTrack Investment Management
Vermont
– -$898K -4,933 Closed
BC
2005
Bridgefront Capital
Texas
– -$743K -4,081 Closed
CA
2006
Crewe Advisors
Utah
– -$724K -3,978 Closed
SFI
2007
Siemens Fonds Invest
Germany
– -$654K -3,595 Closed
FFA
2008
Fortune Financial Advisors
Kansas
– -$645K -3,542 Closed
DCM
2009
Dudley Capital Management
Virginia
– -$640K -3,516 Closed
SCM
2010
Steele Capital Management
Iowa
– -$630K -3,459 Closed
NFSG
2011
Newbridge Financial Services Group
Florida
– -$613K -3,366 Closed
FCA
2012
FLC Capital Advisors
California
– -$588K -3,231 Closed
SOAMC
2013
Spirit of America Management Corp
New York
– -$574K -3,155 Closed
IA
2014
IFG Advisory
Georgia
– -$543K -2,983 Closed
CFMC
2015
Curbstone Financial Management Corp
New Hampshire
– -$542K -2,976 Closed
SF
2016
Symphony Financial
Texas
– -$531K -2,905 Closed
SWA
2017
Sax Wealth Advisors
New Jersey
– -$508K -2,791 Closed
SP
2018
Symmetry Partners
Connecticut
– -$508K -2,789 Closed
TCM
2019
Tufton Capital Management
Maryland
– -$505K -2,773 Closed
CFO
2020
Custos Family Office
Texas
– -$502K -2,756 Closed
CCG
2021
Cypress Capital Group
Florida
– -$489K -2,687 Closed
AFC
2022
AFT Forsyth & Company
Florida
– -$467K -2,565 Closed
AWM
2023
Avaii Wealth Management
Wisconsin
– -$428K -2,349 Closed
PWA
2024
PCG Wealth Advisors
Kansas
– -$415K -2,280 Closed
PFM
2025
Peak Financial Management
Massachusetts
– -$412K -2,265 Closed
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