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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2001
HighMark Wealth Management
Minnesota
$26K -$6.98K -23 -20%
CFN
2002
Cordasco Financial Network
Florida
$26K +$1.82K +6 +7%
SFPG
2003
Stonebridge Financial Planning Group
Florida
$24K +$12.1K +40 +100%
CWM
2004
Cranbrook Wealth Management
Michigan
$23K – – –
IBOK
2005
Independence Bank of Kentucky
Kentucky
$22K +$10.6K +35 +85%
FWM
2006
Filbrandt Wealth Management
Wisconsin
$21K – – –
LGWM
2007
Litman Gregory Wealth Management
California
$21K +$22.8K +75 New
WIM
2008
Westside Investment Management
California
$20.4K +$6.25M +20,598 New
LFG
2009
Larson Financial Group
Missouri
$20K +$11.2K +37 +106%
TA
2010
Thor Advisors
New York
$20K +$21.5K +71 New
SC
2011
Steph & Co
Wisconsin
$19K – – –
CP
2012
Corbenic Partners
Pennsylvania
$18K – – –
SSWG
2013
Seven Springs Wealth Group
Tennessee
$17K – – –
JAM
2014
JCIC Asset Management
Ontario, Canada
$17K +$11.2K +37 +161%
CAGAS
2015
Capital Advisory Group Advisory Services
Minnesota
$17K +$18.8K +62 New
1IA
2016
1834 Investment Advisors
Wisconsin
$16K – – –
CTB
2017
Country Trust Bank
Illinois
$16K – – –
HFS
2018
HBC Financial Services
Washington
$15K -$341K -1,125 -85%
DWA
2019
Dougherty Wealth Advisers
Minnesota
$15K – – –
LWA
2020
Lowe Wealth Advisors
Maryland
$14K – – –
CH
2021
Canton Hathaway
Rhode Island
$12K – – –
SA
2022
SRH Advisors
Kansas
$11K – – –
FMP
2023
Financial Management Professionals
Texas
$10K – – –
HI
2024
Hoey Investments
Pennsylvania
$9K -$91K -300 -90%
SWM
2025
Selective Wealth Management
Virginia
$9K – – –
79 80
81
82 83