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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2001
Acropolis Investment Management
Missouri
$187K – – –
AIC
2002
Archer Investment Corporation
Indiana
$185K – – –
MHR
2003
Matthew Hamilton Rosenberg
$184K – – –
WCG
2004
Weaver Consulting Group
California
$183K -$10.4K -31 -6%
HWM
2005
Holloway Wealth Management
Florida
$182K – – –
BWM
2006
Baystate Wealth Management
Massachusetts
$179K -$336 -1 -0.2%
WCM
2007
Wunderlich Capital Managemnt
Tennessee
$178K – – –
RAM
2008
Riggs Asset Management
Pennsylvania
$177K +$168K +500 New
SIS
2009
Sound Income Strategies
Florida
$173K +$11.8K +35 +8%
BS
2010
Bessemer Securities
New York
$169K – – –
JCM
2011
Jacobi Capital Management
Pennsylvania
$168K +$20.8K +62 +15%
BCM
2012
Bourgeon Capital Management
Connecticut
$162K +$1.68K +5 +1%
CAL
2013
Capital Advisors Ltd
Ohio
$160K -$36.3K -108 -19%
JWM
2014
Jeppson Wealth Management
California
$154K +$146K +435 New
BBA
2015
Braun-Bostich & Associates
Pennsylvania
$151K -$170K -506 -54%
PP
2016
PrairieView Partners
Minnesota
$149K +$336 +1 +0.2%
AS
2017
Altshuler Shaham
Israel
$147K -$31.6K -94 -18%
CHC
2018
City Holding Co
West Virginia
$147K – – –
TAIM
2019
TD Ameritrade Investment Management
Nebraska
$143K -$2.35K -7 -2%
PGAM
2020
Princeton Global Asset Management
New Jersey
$141K -$65.9K -196 -33%
FWM
2021
Focused Wealth Management
New York
$138K +$131K +390 New
CAM
2022
Capco Asset Management
Florida
$135K – – –
FP
2023
Financial Perspectives
Minnesota
$135K – – –
RWG
2024
Regal Wealth Group
California
$133K – – –
HWA
2025
HHM Wealth Advisors
Tennessee
$132K – – –
79 80
81
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