We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2001
TTP Investments
California
$227K – – –
TCPWM
2002
Traverso Chambers Private Wealth Management
California
$227K +$1.72K +8 +0.8%
XS
2003
XR Securities
Illinois
$227K +$230K +1,071 New
GWM
2004
Gray Wealth Management
Maine
$226K +$10.8K +50 +5%
GTCM
2005
Gyon Technologies Capital Management
New Jersey
$225K -$1.65M -7,658 -88%
OFG
2006
Oxford Financial Group
Indiana
$225K -$478K -2,220 -68%
EWM
2007
Endurance Wealth Management
Rhode Island
$224K -$37.7K -175 -14%
CSPIA
2008
Cary Street Partners Investment Advisory
Virginia
$223K -$48.6K -226 -18%
SGK
2009
Steigerwald Gordon & Koch
Virginia
$223K – – –
BMC
2010
Beaton Management Company
Massachusetts
$223K +$10.8K +50 +5%
CGA
2011
Crescent Grove Advisors
Illinois
$223K +$52.7K +245 +30%
GWS
2012
Glassman Wealth Services
Virginia
$223K +$61.6K +286 +38%
SPP
2013
Single Point Partners
Massachusetts
$223K +$226K +1,050 New
WB
2014
West Bancorporation
Iowa
$222K -$2.58K -12 -1%
WCM
2015
Weik Capital Management
Pennsylvania
$221K -$107K -495 -32%
LWM
2016
Loveless Wealth Management
Montana
$221K – – –
WTB
2017
Washington Trust Bank
Washington
$221K +$430 +2 +0.2%
CBA
2018
Coastal Bridge Advisors
Connecticut
$220K -$33.8K -157 -13%
CSA
2019
Cottage Street Advisors
Massachusetts
$220K +$861 +4 +0.4%
LIA
2020
LBMC Investment Advisors
Tennessee
$219K +$1.94K +9 +0.9%
AIP
2021
Almanack Investment Partners
Pennsylvania
$218K -$5.81K -27 -3%
ORC
2022
O'Rourke & Company
Massachusetts
$218K – – –
DLA
2023
Douglas Lane & Associates
New York
$217K -$9.47K -44 -4%
NPA
2024
Nichols & Pratt Advisers
Massachusetts
$217K – – –
CC
2025
Cadinha & Co
Hawaii
$216K -$653K -3,034 -75%
79 80
81
82 83