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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
2001
Kera Capital Partners
California
$250K +$82.9K +364 +41%
SWP
2002
Summit Wealth Partners
Florida
$250K +$286K +1,254 New
OWA
2003
Octavia Wealth Advisors
Ohio
$249K +$1.37K +6 +0.5%
PWC
2004
Pathfinder Wealth Consulting
North Carolina
$249K -$29.6K -130 -9%
SIC
2005
SFE Investment Counsel
California
$249K +$15.9K +70 +6%
SHF
2006
Stage Harbor Financial
Massachusetts
$249K +$20.9K +92 +8%
FCB
2007
First County Bank
Connecticut
$249K – – –
TFS
2008
Targeted Financial Services
Florida
$249K – – –
HCM
2009
Hengehold Capital Management
Ohio
$249K +$683 +3 +0.2%
RAM
2010
Readystate Asset Management
Illinois
$249K +$284K +1,249 New
PWM
2011
Purus Wealth Management
California
$248K +$16.2K +71 +6%
FMP
2012
Financial Management Professionals
Texas
$248K +$110K +481 +63%
BFWA
2013
Benchmark Financial Wealth Advisors
Florida
$248K +$22.8K +100 +9%
WF
2014
Whelan Financial
California
$248K +$3.87K +17 +1%
CS
2015
Crescent Sterling
Louisiana
$248K +$283K +1,244 New
MK
2016
MASTERINVEST Kapitalanlage
$247K +$283K +1,243 New
CFO
2017
CVA Family Office
Colorado
$246K +$56.7K +249 +25%
T
2018
TrustBank
Illinois
$246K +$282K +1,237 New
OWP
2019
ORG Wealth Partners
Texas
$246K +$106K +464 +60%
MSA
2020
Marino Stram & Associates
Massachusetts
$245K +$3.19K +14 +1%
MAG
2021
M3 Advisory Group
Massachusetts
$245K +$5.24K +23 +2%
PAI
2022
Pittenger & Anderson Inc
Nebraska
$245K +$166K +731 +146%
RRA
2023
Round Rock Advisors
Connecticut
$244K -$2.05K -9 -0.7%
NL
2024
NDWM LLC
California
$244K – – –
MA
2025
MKT Advisors
California
$244K -$34.4K -151 -12%
79 80
81
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