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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
2001
Brewin Dolphin Wealth Management
Ireland
$180K +$19K +75 +13%
FMII
2002
Farmers & Merchants Investments Inc
Nebraska
$180K +$41.9K +165 +33%
BWM
2003
Baystate Wealth Management
Massachusetts
$175K -$4.06K -16 -2%
HWM
2004
Holloway Wealth Management
Florida
$173K – – –
IFAM
2005
Institutional & Family Asset Management
Colorado
$171K +$22.6K +89 +16%
VCM
2006
Versant Capital Management
Arizona
$170K +$1.02K +4 +0.6%
OIA
2007
Optimum Investment Advisors
Illinois
$163K -$66K -260 -30%
BCM
2008
Blume Capital Management
California
$163K – – –
ACA
2009
Atlas Capital Advisors
Wyoming
$160K – – –
HI
2010
Hudock Inc
Pennsylvania
$159K +$12.7K +50 +9%
AIM
2011
Arcadia Investment Management
Michigan
$152K +$127K +500 +833%
WIM
2012
Westside Investment Management
California
$152K +$8.63K +34 +2%
BWM
2013
BerganKDV Wealth Management
Minnesota
$151K +$39.9K +157 +39%
PWM
2014
Prentice Wealth Management
New York
$149K -$3.05K -12 -2%
FCB
2015
First Command Bank
Texas
$149K +$2.54K +10 +2%
FCFS
2016
First Command Financial Services
Texas
$149K +$2.54K +10 +2%
RFWA
2017
RPg Family Wealth Advisory
Massachusetts
$146K – – –
BCP
2018
Blue Chip Partners
Michigan
$144K – – –
VC
2019
Vestor Capital
Illinois
$142K +$6.35K +25 +5%
JWA
2020
JFS Wealth Advisors
Pennsylvania
$139K +$102K +403 +366%
ACM
2021
Antonetti Capital Management
Florida
$139K +$130K +511 New
WPA
2022
West Paces Advisors
Georgia
$138K +$48.5K +191 +60%
MME
2023
Meag Munich Ergo
Germany
$136K -$6.43M -25,337 -98%
HRC
2024
Hoertkorn Richard Charles
$136K – – –
MCM
2025
MV Capital Management
Maryland
$136K +$28.7K +113 +29%
79 80
81
82 83