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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2001
Smith Salley Wealth Management
North Carolina
$208K -$41.7K -221 -18%
CCAM
2002
Cascades Capital Asset Management
North Carolina
$208K +$8.31K +44 +5%
EWM
2003
Evermay Wealth Management
Virginia
$208K +$35.9K +190 +24%
AAS
2004
Annex Advisory Services
Wisconsin
$207K +$187K +990 New
CWP
2005
Cyndeo Wealth Partners
Florida
$207K +$187K +990 New
CFO
2006
CVA Family Office
Colorado
$207K -$11.3K -60 -6%
OCM
2007
Orion Capital Management
California
$207K +$18.9K +100 +11%
EB
2008
Exchange Bank
California
$207K +$187K +988 New
TFGT
2009
TS Financial Group (TSFG)
Illinois
$207K +$567 +3 +0.3%
MAM
2010
Milestone Asset Management
Pennsylvania
$205K +$185K +977 New
FIB
2011
First Interstate Bank
Montana
$205K +$184K +976 New
ISB
2012
Iowa State Bank
Iowa
$204K +$184K +975 New
VAS
2013
Vestmark Advisory Solutions
Massachusetts
$204K +$184K +974 New
RIS
2014
Retirement Income Solutions
Michigan
$204K +$184K +972 New
TCTWM
2015
Three Cord True Wealth Management
Pennsylvania
$204K +$184K +972 New
ACP
2016
Argyle Capital Partners
California
$204K -$322K -1,705 -64%
BWS
2017
Broadway Wealth Solutions
Texas
$203K +$183K +969 New
SGI
2018
Summit Global Investments
Utah
$203K +$183K +970 New
BCM
2019
Berbice Capital Management
New York
$203K +$158K +838 +645%
KCM
2020
KRS Capital Management
Michigan
$203K +$183K +968 New
MS
2021
Maven Securities
Jersey
$203K -$8.76M -46,380 -98%
AA
2022
Aire Advisors
California
$202K +$182K +966 New
OP
2023
ORG Partners
Indiana
$202K +$13K +69 +8%
ACMA
2024
Arbor Capital Management (Alaska)
Alaska
$201K +$170K +900 New
MIM
2025
MTM Investment Management
South Carolina
$200K +$181K +956 New
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