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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
2001
Cascades Capital Asset Management
North Carolina
$208K +$8.31K +44 +5%
EWM
2002
Evermay Wealth Management
Virginia
$208K +$35.9K +190 +24%
AAS
2003
Annex Advisory Services
Wisconsin
$207K +$187K +990 New
CWP
2004
Cyndeo Wealth Partners
Florida
$207K +$187K +990 New
CFO
2005
CVA Family Office
Colorado
$207K -$11.3K -60 -6%
OCM
2006
Orion Capital Management
California
$207K +$18.9K +100 +11%
EB
2007
Exchange Bank
California
$207K +$187K +988 New
TFGT
2008
TS Financial Group (TSFG)
Illinois
$207K +$567 +3 +0.3%
MAM
2009
Milestone Asset Management
Pennsylvania
$205K +$185K +977 New
FIB
2010
First Interstate Bank
Montana
$205K +$184K +976 New
ISB
2011
Iowa State Bank
Iowa
$204K +$184K +975 New
VAS
2012
Vestmark Advisory Solutions
Massachusetts
$204K +$184K +974 New
RIS
2013
Retirement Income Solutions
Michigan
$204K +$184K +972 New
TCTWM
2014
Three Cord True Wealth Management
Pennsylvania
$204K +$184K +972 New
ACP
2015
Argyle Capital Partners
California
$204K -$322K -1,705 -64%
BWS
2016
Broadway Wealth Solutions
Texas
$203K +$183K +969 New
SGI
2017
Summit Global Investments
Utah
$203K +$183K +970 New
BCM
2018
Berbice Capital Management
New York
$203K +$158K +838 +645%
KCM
2019
KRS Capital Management
Michigan
$203K +$183K +968 New
MS
2020
Maven Securities
Jersey
$203K -$8.76M -46,380 -98%
AA
2021
Aire Advisors
California
$202K +$182K +966 New
OP
2022
ORG Partners
Indiana
$202K +$13K +69 +8%
ACMA
2023
Arbor Capital Management (Alaska)
Alaska
$201K +$170K +900 New
MIM
2024
MTM Investment Management
South Carolina
$200K +$181K +956 New
LSWP
2025
Liberty Square Wealth Partners
Pennsylvania
$200K -$215K -1,139 -54%
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