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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2001
Waddell & Associates
Tennessee
$382K -$2.26K -10 -0.7%
HCM
2002
Hodges Capital Management
Texas
$382K +$102K +452 +45%
CCM
2003
Carlson Capital Management
Minnesota
$381K -$8.6K -38 -3%
FRA
2004
Frank Rimerman Advisors
California
$380K – – –
AFPL
2005
Advus Financial Partners, LLC
Florida
$380K +$4.98K +22 +2%
DIM
2006
DC Investments Management
Virginia
$379K – – –
JWS
2007
Juncture Wealth Strategies
Arizona
$379K -$642K -2,835 -66%
ACA
2008
Aspire Capital Advisors
Washington
$377K +$2.26K +10 +0.7%
PWS
2009
Precision Wealth Strategies
Missouri
$376K -$3.62K -16 -1%
AT
2010
Arvest Trust
Oklahoma
$375K +$24K +106 +8%
LPAM
2011
Lodestar Private Asset Management
California
$374K – – –
CFO
2012
CVA Family Office
Colorado
$373K – – –
TWA
2013
TCI Wealth Advisors
Arizona
$373K -$5.43K -24 -2%
MWS
2014
Maxwell Wealth Strategies
California
$372K +$320K +1,412 New
BFG
2015
Beacon Financial Group
Texas
$371K +$319K +1,411 New
JIC
2016
Joel Isaacson & Co
New York
$371K +$1.81K +8 +0.6%
CFD
2017
Creative Financial Designs
Indiana
$371K +$8.37K +37 +3%
H
2018
HoyleCohen
California
$371K – – –
ZF
2019
Zhang Financial
Michigan
$370K +$318K +1,406 New
SFI
2020
SPC Financial Inc
Maryland
$370K +$226 +1 +0.1%
RWPA
2021
Richard W. Paul & Associates
Michigan
$368K -$8.37K -37 -3%
DWM
2022
Dorchester Wealth Management
Quebec, Canada
$368K – – –
BCP
2023
Berkeley Capital Partners
Georgia
$368K +$2.49K +11 +0.8%
EFSCE
2024
Enterprise Financial Services Corp (EFSC)
Missouri
$368K +$19.7K +87 +7%
FMWA
2025
Forvis Mazars Wealth Advisors
Missouri
$367K -$78.3K -346 -20%
79 80
81
82 83