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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
AlphaMark Advisors
Kentucky
$33K +$5.34K +52 +20%
TCA
2002
Trifecta Capital Advisors
Illinois
$32.7K – – –
PP
2003
PrairieView Partners
Minnesota
$32K – – –
DGAM
2004
Desjardins Global Asset Management
Quebec, Canada
$31.5K -$204K -1,985 -87%
OIS
2005
Okabena Investment Services
Minnesota
$31.1K +$15.3K +149 +99%
NBT
2006
Northwest Bank & Trust
Iowa
$28.6K +$28.4K +276 New
MWM
2007
Mascoma Wealth Management
New Hampshire
$28.3K – – –
CQS
2008
Credential Qtrade Securities
$28.3K – – –
SIM
2009
Studio Investment Management
Illinois
$28.2K +$27.8K +271 New
JGIA
2010
Jackson Grant Investment Advisers
Connecticut
$27.9K – – –
WTG
2011
West Tower Group
Virginia
$26.8K +$26.6K +259 New
CCA
2012
Column Capital Advisors
Indiana
$26.4K – – –
AWM
2013
AllSquare Wealth Management
New York
$24.6K – – –
CBT
2014
Central Bank & Trust
Kentucky
$24.6K – – –
TFA
2015
Toth Financial Advisory
Virginia
$23.7K -$11.3K -110 -32%
KC
2016
Kenfarb & Co
Kentucky
$21.6K – – –
LFA
2017
Level Financial Advisors
New York
$20.9K – – –
TC
2018
Truvestments Capital
Florida
$20.7K – – –
RF
2019
Robinswood Financial
Washington
$20.7K +$20.6K +200 New
IWMWV
2020
Ironwood Wealth Management (West Virginia)
West Virginia
$20.1K – – –
AFS
2021
Annapolis Financial Services
Maryland
$19.8K – – –
PCTC
2022
Perkins Coie Trust Company
Washington
$19.8K – – –
GWSA
2023
Global Wealth Strategies & Associates
Colorado
$19.7K – – –
OA
2024
Operose Advisors
Wisconsin
$19.7K – – –
MSFP
2025
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
79 80
81
82 83