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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
2001
Ziegler Capital Management
Illinois
$218K -$10.8K -53 -5%
SN
2002
Sittner & Nelson
Oregon
$217K +$7.35K +36 +4%
KW
2003
KWB Wealth
California
$217K +$209K +1,026 New
SWM
2004
SFG Wealth Management
Maryland
$217K – – –
SWA
2005
Sax Wealth Advisors
New Jersey
$216K – – –
P
2006
&Partners
Tennessee
$215K – – –
CSIC
2007
Clifford Swan Investment Counsel
California
$215K – – –
VC
2008
Vicus Capital
Pennsylvania
$215K +$208K +1,017 New
KI
2009
Kapitalo Investimentos
Brazil
$214K +$207K +1,013 New
FFG
2010
Frisch Financial Group
New York
$214K – – –
JAG
2011
Journey Advisory Group
Kentucky
$213K -$40.6K -199 -16%
ACP
2012
Aveo Capital Partners
Colorado
$213K +$206K +1,009 New
AM
2013
Account Management
Massachusetts
$212K -$17.4K -85 -8%
SAMT
2014
Select Asset Management & Trust
Pennsylvania
$212K +$205K +1,005 New
WA
2015
Wealth Architects
California
$212K +$205K +1,002 New
SIC
2016
Sigma Investment Counselors
Michigan
$211K -$7.76K -38 -4%
TIM
2017
Thompson Investment Management
Wisconsin
$211K -$612 -3 -0.3%
JCP
2018
Jennifer C. Price
$211K – – –
ACA
2019
Affinity Capital Advisors
California
$211K +$204K +1,000 New
CA
2020
CV Advisors
Florida
$211K +$204K +1,000 New
LOAMU
2021
Lombard Odier Asset Management (USA)
New York
$211K +$204K +1,000 New
HCM
2022
Hodges Capital Management
Texas
$211K -$245K -1,200 Closed
CSA
2023
Cottage Street Advisors
Massachusetts
$211K +$204K +998 New
LWM
2024
Liberty Wealth Management
California
$211K -$107K -525 -34%
SPWG
2025
Sage Private Wealth Group
Illinois
$210K +$203K +996 New
79 80
81
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