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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
2001
Keystone Financial Group (Kentucky)
Kentucky
$411K -$9.48K -37 -2%
AAP
2002
Aristotle Atlantic Partners
Florida
$411K – – –
HA
2003
Harbor Advisors
Florida
$411K – – –
MPCA
2004
Madison Park Capital Advisors
Washington
$411K – – –
SICM
2005
Sustainable Insight Capital Management
New York
$410K +$154K +600 +67%
RIS
2006
Retirement Income Solutions
Michigan
$409K -$3.59K -14 -0.9%
WOC
2007
West Oak Capital
California
$409K – – –
DA
2008
DCM Advisors
New York
$409K -$21.8K -85 -5%
GAA
2009
Guardian Asset Advisors
Pennsylvania
$408K +$382K +1,490 New
CPWA
2010
Cerro Pacific Wealth Advisors
California
$404K – – –
PIA
2011
Pinion Investment Advisors
Kansas
$403K +$16.9K +66 +5%
SMC
2012
Smith, Moore & Co
Missouri
$402K -$177K -691 -32%
GD
2013
Grandfield & Dodd
New York
$401K -$1.79K -7 -0.5%
BWM
2014
BlackDiamond Wealth Management
New York
$401K +$30.5K +119 +11%
STA
2015
Smith Thornton Advisors
Alabama
$400K -$10.5K -41 -3%
OFS
2016
OneAscent Financial Services
Alabama
$400K -$314K -1,227 -46%
IIC
2017
Integrated Investment Consultants
Michigan
$399K -$49.9K -195 -12%
CCA
2018
Cobblestone Capital Advisors
New York
$397K -$5.12K -20 -1%
PAG
2019
Paladin Advisory Group
Iowa
$396K -$4.61K -18 -1%
MWM
2020
Mattern Wealth Management
Kansas
$395K -$25.1K -98 -6%
BCMLT
2021
Beacon Capital Management LLC (Tennessee)
Tennessee
$395K +$21.8K +85 +6%
DIM
2022
DC Investments Management
Virginia
$394K – – –
FC
2023
Fulcrum Capital
Washington
$394K -$114K -445 -24%
ATC
2024
Adirondack Trust Company
New York
$392K +$23.3K +91 +7%
APGDR
2025
Absoluto Partners Gestao de Recursos
Brazil
$392K -$618K -2,411 -63%
79 80
81
82 83