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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACGA
2001
Atlanta Consulting Group Advisors
Georgia
$256K – – –
CPA
2002
Capital Performance Advisors
California
$256K +$35.4K +172 +17%
HFS
2003
Howard Financial Services
Texas
$256K +$33.9K +165 +16%
WA
2004
Wealth Alliance
New York
$256K -$59.6K -290 -20%
SVCP
2005
Silicon Valley Capital Partners
California
$256K – – –
PWM
2006
Purus Wealth Management
California
$256K +$8.43K +41 +4%
CIG
2007
Cascade Investment Group
Colorado
$255K +$242K +1,176 New
TCM
2008
Tufton Capital Management
Maryland
$255K +$242K +1,176 New
RA
2009
Rubicon Advisors
California
$253K +$240K +1,167 New
RI
2010
Rinkey Investments
California
$253K – – –
DCM
2011
Dorato Capital Management
Colorado
$253K +$214K +1,042 New
GFP
2012
Gryphon Financial Partners
Ohio
$252K +$23.2K +113 +11%
SLWA
2013
San Luis Wealth Advisors
California
$252K -$26.7K -130 -10%
BB
2014
Bell Bank
North Dakota
$252K – – –
CT
2015
Colonial Trust
South Carolina
$252K +$24.1K +117 +11%
SJGA
2016
Stephen J. Garry & Associates
New York
$252K – – –
HP
2017
Haven Private
Florida
$252K -$18.5K -90 -7%
PCM
2018
Prelude Capital Management
New York
$252K -$542K -2,636 -69%
OWM
2019
OneAscent Wealth Management
Alabama
$252K – – –
FA
2020
Fermata Advisors
California
$252K +$6.79K +33 +3%
BWFA
2021
Baltimore-Washington Financial Advisors
Maryland
$252K -$2.26K -11 -0.9%
SHF
2022
Stage Harbor Financial
Massachusetts
$252K +$4.94K +24 +2%
CFD
2023
Creative Financial Designs
Indiana
$251K +$106K +513 +80%
EC
2024
EdgeRock Capital
Colorado
$251K +$1.03K +5 +0.4%
SDH
2025
Sloy Dahl & Holst
Washington
$251K – – –
79 80
81
82 83