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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2001
Gables Capital Management
Florida
$54K +$15.5K +51 +40%
LWS
2002
Lucia Wealth Services
California
$53K – – –
JWM
2003
Janiczek Wealth Management
Colorado
$53K +$3.35K +11 +7%
HGWM
2004
Harvest Group Wealth Management
Massachusetts
$52K -$3.04K -10 -5%
AA
2005
AlphaCentric Advisors
Puerto Rico
$52K +$52.6K +173 New
CWM
2006
Campbell Wealth Management
Virginia
$49K +$48.7K +160 New
GFPC
2007
Global Financial Private Capital
Florida
$46K -$2.13K -7 -4%
RFWA
2008
RPg Family Wealth Advisory
Massachusetts
$45.8K – – –
PCA
2009
Providence Capital Advisors
North Carolina
$45K -$2.43K -8 -5%
FFW
2010
Fusion Family Wealth
New York
$45K – – –
MAM
2011
Marquette Asset Management
Minnesota
$45K – – –
EWP
2012
Engrave Wealth Partners
Texas
$45K +$7.3K +24 +19%
BC
2013
Belmont Capital
California
$44K – – –
RG
2014
Retirement Group
California
$44K +$44.1K +145 New
ARMC
2015
American Research & Management Company
Massachusetts
$42K – – –
CWM
2016
Cedar Wealth Management
California
$42K – – –
SFG
2017
Sowa Financial Group
Rhode Island
$41K – – –
THWM
2018
Taylor Hoffman Wealth Management
Virginia
$41K +$41.1K +135 New
ETI
2019
Enterprise Trust & Investment
California
$38K – – –
MFT
2020
Moisand Fitzgerald Tamayo
Florida
$35K -$37.7K -124 -52%
DI
2021
Disciplined Investments
Oklahoma
$35K -$304 -1 -0.9%
RCC
2022
Red Cedar Capital
Nebraska
$35K +$30.4K +100 +588%
MWP
2023
Meridian Wealth Partners
Pennsylvania
$34K -$1.22K -4 -3%
FMTCOCP
2024
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K – – –
FAM
2025
Fred Alger Management
New York
$33K -$13.4M -44,049 -100%
79 80
81
82 83