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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2001
MOKAN Wealth Management
Kansas
$257K +$5.14K +25 +2%
DIP
2002
DT Investment Partners
Pennsylvania
$257K +$5.55K +27 +2%
ACGA
2003
Atlanta Consulting Group Advisors
Georgia
$256K – – –
CPA
2004
Capital Performance Advisors
California
$256K +$35.4K +172 +17%
HFS
2005
Howard Financial Services
Texas
$256K +$33.9K +165 +16%
WA
2006
Wealth Alliance
New York
$256K -$59.6K -290 -20%
SVCP
2007
Silicon Valley Capital Partners
California
$256K – – –
PWM
2008
Purus Wealth Management
California
$256K +$8.43K +41 +4%
CIG
2009
Cascade Investment Group
Colorado
$255K +$242K +1,176 New
TCM
2010
Tufton Capital Management
Maryland
$255K +$242K +1,176 New
RA
2011
Rubicon Advisors
California
$253K +$240K +1,167 New
RI
2012
Rinkey Investments
California
$253K – – –
DCM
2013
Dorato Capital Management
Colorado
$253K +$214K +1,042 New
GFP
2014
Gryphon Financial Partners
Ohio
$252K +$23.2K +113 +11%
SLWA
2015
San Luis Wealth Advisors
California
$252K -$26.7K -130 -10%
BB
2016
Bell Bank
North Dakota
$252K – – –
CT
2017
Colonial Trust
South Carolina
$252K +$24.1K +117 +11%
SJGA
2018
Stephen J. Garry & Associates
New York
$252K – – –
HP
2019
Haven Private
Florida
$252K -$18.5K -90 -7%
PCM
2020
Prelude Capital Management
New York
$252K -$542K -2,636 -69%
OWM
2021
OneAscent Wealth Management
Alabama
$252K – – –
FA
2022
Fermata Advisors
California
$252K +$6.79K +33 +3%
BWFA
2023
Baltimore-Washington Financial Advisors
Maryland
$252K -$2.26K -11 -0.9%
SHF
2024
Stage Harbor Financial
Massachusetts
$252K +$4.94K +24 +2%
CFD
2025
Creative Financial Designs
Indiana
$251K +$106K +513 +80%
79 80
81
82 83