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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2001
Aveo Capital Partners
Colorado
$225K +$21.6K +100 +10%
CCFM
2002
Clear Creek Financial Management
Washington
$225K -$5.62K -26 -2%
HCM
2003
Highview Capital Management
Illinois
$224K -$8.43K -39 -3%
DFG
2004
Delta Financial Group
New Jersey
$224K -$3.46K -16 -1%
CA
2005
Carson Advisory
Georgia
$224K +$4.54K +21 +2%
DA
2006
DCM Advisors
New York
$224K +$238K +1,103 New
TCPWM
2007
Traverso Chambers Private Wealth Management
California
$223K +$8.21K +38 +4%
PWP
2008
Phillips Wealth Planners
Mississippi
$223K -$11.5K -53 -5%
WP
2009
Westmount Partners
California
$222K +$3.46K +16 +1%
CBA
2010
Coastal Bridge Advisors
Connecticut
$222K +$237K +1,097 New
BM
2011
Belfer Management
New York
$222K – – –
MTC
2012
McDaniel Terry & Co
Texas
$222K -$9.07K -42 -4%
FCM
2013
Fourpath Capital Management
Oklahoma
$222K -$10.8K -50 -4%
EP
2014
EPIQ Partners
Minnesota
$221K – – –
PGWM
2015
Parisi Gray Wealth Management
New Jersey
$221K +$235K +1,088 New
SAM
2016
Silvercrest Asset Management
New York
$220K -$62.7K -290 -21%
NRI
2017
NFP Retirement Inc
California
$219K – – –
GLA
2018
Good Life Advisors
Pennsylvania
$217K +$22K +102 +11%
HG
2019
Harbor Group
New Hampshire
$217K +$231K +1,071 New
MPCL
2020
My Personal CFO LLC
Washington
$217K +$231K +1,070 New
WA
2021
Wealth Architects
California
$217K +$14.7K +68 +7%
OFG
2022
Oxford Financial Group
Indiana
$216K -$116K -539 -34%
OWA
2023
Opal Wealth Advisors
New York
$216K -$13.8K -64 -6%
CA
2024
Cornerstone Advisory
Maryland
$216K +$18.1K +84 +9%
PP
2025
Pegasus Partners
Wisconsin
$216K +$20.1K +93 +10%
79 80
81
82 83