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Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2001
RFP Financial Group
Georgia
$80.4K +$82.8K +681 New
OCM
2002
Osterweis Capital Management
California
$80.1K +$82.5K +679 New
AP
2003
Atwood & Palmer
Missouri
$78.8K +$10.2K +84 +14%
BCMLT
2004
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.4K -$125K -1,026 -61%
TSWM
2005
Tyler-Stone Wealth Management
Ohio
$77K +$365 +3 +0.5%
VWM
2006
Valley Wealth Managers
New Jersey
$76.7K -$30.4K -250 -28%
RDFA
2007
Ritter Daniher Financial Advisory
Ohio
$76.7K – – –
VCM
2008
Versant Capital Management
Arizona
$75.4K +$16.3K +134 +27%
PO
2009
Private Ocean
California
$74.3K – – –
FCT
2010
First Community Trust
Iowa
$73K – – –
NECFA
2011
New England Capital Financial Advisors
Connecticut
$70.9K +$70.7K +582 New
GMA
2012
Glassy Mountain Advisors
Maryland
$70.8K +$72.9K +600 New
PFA
2013
Pathway Financial Advisers
Indiana
$70.7K +$72.9K +600 New
RAM
2014
Riggs Asset Management
Pennsylvania
$69.7K -$24.1K -198 -25%
M
2015
MOTCO
Texas
$69.6K -$48.1K -396 -40%
HGERS
2016
Householder Group Estate & Retirement Specialist
Arizona
$69K +$2.92K +24 +4%
BIA
2017
Bell Investment Advisors
California
$68.4K +$19.1K +157 +37%
WOC
2018
West Oak Capital
California
$68K -$24.3K -200 -26%
GIA
2019
GHP Investment Advisors
Colorado
$67.7K +$7.9K +65 +13%
HB
2020
Horizon Bancorp
Indiana
$67K +$69.5K +572 New
SWM
2021
Sanctuary Wealth Management
Idaho
$66.7K +$68.7K +565 New
TF
2022
TimeScale Financial
Massachusetts
$66.1K +$122 +1 +0.2%
MS
2023
Madden Securities
Texas
$64.9K +$66.9K +550 New
FWM
2024
Focused Wealth Management
New York
$62.5K – – –
AWM
2025
Abound Wealth Management
Tennessee
$62.2K +$6.08K +50 +10%
79 80
81
82 83