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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2001
WBH Advisory
Maryland
$730K +$6.38K +20 +0.9%
BCM
2002
Berbice Capital Management
New York
$729K +$696K +2,180 New
CA
2003
Crumly & Associates
Illinois
$728K -$21.4K -67 -3%
WBCM
2004
Wilson & Boucher Capital Management
California
$727K – – –
IRC
2005
Investors Research Corp
Georgia
$718K -$53.9K -169 -7%
CWS
2006
Confluence Wealth Services
Pennsylvania
$718K -$2.55K -8 -0.4%
CCA
2007
Coign Capital Advisors
Utah
$718K +$685K +2,146 New
RBWA
2008
RFG - Bristol Wealth Advisors
Massachusetts
$716K +$684K +2,142 New
VCA
2009
Verdence Capital Advisors
Maryland
$714K -$12.4K -39 -2%
WCFA
2010
Walkner Condon Financial Advisors
Wisconsin
$713K +$12.8K +40 +2%
WPWM
2011
Western Pacific Wealth Management
Illinois
$711K +$3.83K +12 +0.6%
AFPL
2012
Advus Financial Partners, LLC
Florida
$710K +$86.8K +272 +15%
AWM
2013
Accel Wealth Management
Iowa
$710K -$51.4K -161 -7%
FPCP
2014
Fort Point Capital Partners
California
$708K -$12.4K -39 -2%
AC
2015
ASB Consultores
Florida
$707K +$94.5K +296 +16%
AC
2016
AXQ Capital
New Jersey
$706K +$387K +1,213 +135%
OWP
2017
ORG Wealth Partners
Texas
$703K -$2.23K -7 -0.3%
BFA
2018
Beacon Financial Advisory
Ohio
$703K -$22.7K -71 -3%
TCM
2019
Tandem Capital Management
New Jersey
$702K +$670K +2,099 New
HL
2020
HeadInvest LLC
Maine
$701K -$31.3K -98 -4%
CP
2021
Covenant Partners
Tennessee
$700K -$52.7K -165 -7%
ES
2022
Eagle Strategies
New York
$698K +$957 +3 +0.1%
LG
2023
Leuthold Group
Minnesota
$698K +$666K +2,087 New
6F
2024
626 Financial
Michigan
$697K – – –
ICP
2025
Impact Capital Partners
Colorado
$694K +$662K +2,075 New
79 80
81
82 83