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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2001
Hilltop Partners
Indiana
$1.84M +$482K +503 +34%
PFT
2002
Providence First Trust
Arizona
$1.84M +$9.59K +10 +0.5%
BHCM
2003
Brevan Howard Capital Management
Jersey
$1.84M -$7.36M -7,683 -79%
UWPG
2004
Ullmann Wealth Partners Group
Florida
$1.83M -$49.8K -52 -3%
SWP
2005
Strategic Wealth Partners
Ohio
$1.83M -$2.1M -2,187 -53%
SCA
2006
St. Clair Advisors
Ohio
$1.83M – – –
LCM
2007
LCM Capital Management
Illinois
$1.83M +$1.92K +2 +0.1%
GWP
2008
Gateway Wealth Partners
Wisconsin
$1.83M +$211K +220 +13%
OC
2009
Opinicus Capital
Florida
$1.83M +$153K +160 +9%
RPWA
2010
Regent Peak Wealth Advisors
Georgia
$1.83M +$1.89M +1,972 New
QFPS
2011
Quantum Financial Planning Services
Washington
$1.82M -$178K -186 -9%
VIA
2012
Virtus Investment Advisers
Connecticut
$1.82M +$522K +545 +38%
PWM
2013
Pines Wealth Management
North Carolina
$1.82M -$48.9K -51 -3%
CB
2014
Centennial Bank
Arkansas
$1.81M – – –
LMKC
2015
L.M. Kohn & Company
Ohio
$1.81M -$11.2M -11,644 -86%
PWA
2016
Physician Wealth Advisors
Utah
$1.81M -$959 -1 -0.1%
DDPIC
2017
Deroy & Devereaux Private Investment Counsel
Michigan
$1.8M -$95.9K -100 -5%
LPAM
2018
Lodestar Private Asset Management
California
$1.8M +$76.7K +80 +4%
CFO
2019
CVA Family Office
Colorado
$1.79M -$48.9K -51 -3%
MFA
2020
Mayflower Financial Advisors
Massachusetts
$1.79M +$2.88K +3 +0.2%
AWMT
2021
AAFMAA Wealth Management & Trust
North Carolina
$1.79M +$3.83K +4 +0.2%
PMG
2022
Private Management Group
California
$1.79M -$59.4K -62 -3%
BCM
2023
Birmingham Capital Management
Alabama
$1.79M – – –
ZIG
2024
Zullo Investment Group
Pennsylvania
$1.78M +$2.88K +3 +0.2%
MSWMA
2025
Market Street Wealth Management Advisors
Indiana
$1.78M -$17.3K -18 -0.9%
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