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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
2001
Jackson Square Capital
California
$516K +$197K +682 +66%
BFG
2002
Berger Financial Group
Minnesota
$513K -$16.2K -56 -3%
CPA
2003
Capital Performance Advisors
California
$507K +$9.23K +32 +2%
VAG
2004
VisionPoint Advisory Group
Texas
$506K +$23.1K +80 +5%
PAG
2005
Private Advisory Group
Washington
$504K +$208K +722 +76%
PA
2006
PFG Advisors
Arizona
$504K +$40.7K +141 +9%
RCM
2007
Raleigh Capital Management
North Carolina
$504K +$113K +391 +30%
BWG
2008
Berry Wealth Group
Texas
$503K -$141K -487 -23%
LSIA
2009
LaSalle St. Investment Advisors
Illinois
$502K – – –
WMA
2010
West Michigan Advisors
Michigan
$501K +$80.5K +279 +20%
JWM
2011
Jupiter Wealth Management
Colorado
$501K +$518K +1,795 New
FFL
2012
Future Fund LLC
Illinois
$501K +$111K +384 +30%
BFG
2013
Beacon Financial Group
Texas
$499K +$71.3K +247 +18%
NJBEST
2014
New Jersey Better Educational Savings Trust
New Jersey
$499K – – –
SOW
2015
State of Wyoming
Wyoming
$498K -$179K -622 -27%
AT
2016
Arden Trust
Delaware
$498K -$66.9K -232 -12%
IIC
2017
Integrated Investment Consultants
Michigan
$498K -$40.1K -139 -8%
HP
2018
Hyperion Partners
Pennsylvania
$497K -$2.88K -10 -0.6%
PPP
2019
Private Portfolio Partners
New Jersey
$497K -$10.1K -35 -2%
FMWA
2020
Forvis Mazars Wealth Advisors
Missouri
$497K +$74.2K +257 +18%
RA
2021
Ransom Advisory
Rhode Island
$495K +$474K +1,643 New
CCMT
2022
CMT Capital Markets Trading
Germany
$493K -$4M -13,863 -89%
WF
2023
Wayfinding Financial
Washington
$492K +$7.79K +27 +2%
CWA
2024
Clarity Wealth Advisors
California
$491K +$25.4K +88 +6%
SWA
2025
Strata Wealth Advisors
Texas
$490K +$113K +392 +32%
79 80
81
82 83