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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2001
Private Ocean
California
$33K -$79.3K -344 -72%
LFG
2002
Larson Financial Group
Missouri
$33K -$16.6K -72 -34%
FBT
2003
First Bank & Trust
South Dakota
$32K -$59.7K -259 -67%
BAM
2004
Bellevue Asset Management
Washington
$32K -$461 -2 -1%
HFA
2005
HC Financial Advisors
California
$32K – – –
JWBC
2006
John W. Brooker & Co
California
$32K – – –
FPB
2007
First PREMIER Bank
South Dakota
$32K +$30K +130 New
APWA
2008
Atlas Private Wealth Advisors
New Jersey
$31K +$15.7K +68 +115%
MWC
2009
MBM Wealth Consultants
Missouri
$29K – – –
ONST
2010
Old North State Trust
North Carolina
$28K +$23K +100 +714%
CHA
2011
Carmichael Hill & Associates
Maryland
$27K – – –
JWA
2012
JFS Wealth Advisors
Pennsylvania
$27K – – –
CMA
2013
Cedar Mountain Advisors
Oregon
$27K +$14.1K +61 +122%
TLCM
2014
Twin Lakes Capital Management
California
$26K -$78.4K -340 -76%
EWA
2015
Evolution Wealth Advisors
Florida
$26K -$27K -117 -52%
SWM
2016
Sugarloaf Wealth Management
Georgia
$26K +$7.38K +32 +42%
ECM
2017
Estabrook Capital Management
New York
$24.4K – – –
CAL
2018
Capital Advisors Ltd
Ohio
$24K – – –
DAC
2019
Dividend Assets Capital
South Carolina
$24K – – –
RG
2020
Retirement Group
California
$24K +$230 +1 +1%
FMP
2021
Financial Management Professionals
Texas
$24K +$1.84K +8 +9%
PWS
2022
Paragon Wealth Strategies
Florida
$24K +$22.6K +98 New
TAM
2023
Tucker Asset Management
Colorado
$23.2K +$21.4K +93 +4,650%
SCA
2024
Stuart Chaussee & Associates
California
$22K -$4.38K -19 -17%
CCC
2025
Crescent Capital Consulting
Louisiana
$22K +$4.38K +19 +26%
79 80
81
82 83