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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2001
Riverpark Capital Management
New York
$764K +$718K +1,419 New
GHA
2002
GW Henssler & Associates
Georgia
$763K -$4.05K -8 -0.6%
TCM
2003
Tradewinds Capital Management
Washington
$763K -$15.7K -31 -2%
PBO
2004
Peoples Bank (Ohio)
Ohio
$759K -$5.57K -11 -0.8%
VA
2005
Valmark Advisers
Ohio
$757K -$46K -91 -6%
TIM
2006
Tevis Investment Management
Texas
$755K -$4.55K -9 -0.6%
HTI
2007
Hikari Tsushin Inc
Japan
$754K – – –
SFG
2008
SNS Financial Group
Minnesota
$752K -$45K -89 -6%
EW
2009
Evoke Wealth
California
$751K +$134K +264 +23%
GCP
2010
GSA Capital Partners
United Kingdom
$751K +$705K +1,394 New
WPA
2011
West Paces Advisors
Georgia
$750K – – –
WBC
2012
West Branch Capital
Massachusetts
$749K – – –
SWM
2013
Sugarloaf Wealth Management
Georgia
$747K +$54.1K +107 +8%
GWM
2014
Greenwich Wealth Management
Connecticut
$746K -$17.7K -35 -2%
AWM
2015
Aberdeen Wealth Management
Illinois
$746K – – –
CGA
2016
Crescent Grove Advisors
Illinois
$744K -$228K -450 -25%
BOPW
2017
Brandywine Oak Private Wealth
Pennsylvania
$743K -$4.05K -8 -0.6%
FNT
2018
First Nebraska Trust
Nebraska
$743K +$50.6K +100 +8%
BA
2019
Birinyi Associates
Connecticut
$740K – – –
PHAM
2020
Palisades Hudson Asset Management
Florida
$740K – – –
CWM
2021
C2C Wealth Management
Arizona
$739K -$5.06K -10 -0.7%
CWA
2022
Consilium Wealth Advisory
Texas
$737K +$130K +257 +23%
AFG
2023
Atomi Financial Group
New York
$737K +$44K +87 +7%
BSSFA
2024
Baron Silver Stevens Financial Advisors
Florida
$736K +$353K +697 +104%
APWA
2025
Atlas Private Wealth Advisors
New Jersey
$736K +$412K +815 +148%
79 80
81
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