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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WBCM
2001
Wilson & Boucher Capital Management
California
$593K – – –
NI
2002
Natural Investments
California
$593K +$105K +394 +22%
BW
2003
BXM Wealth
Colorado
$592K -$24.1K -90 -4%
SSA
2004
Sierra Summit Advisors
Nevada
$592K +$3.21K +12 +0.6%
BCM
2005
Berbice Capital Management
New York
$592K – – –
CA
2006
Carson Advisory
Georgia
$591K +$5.88K +22 +1%
BOH
2007
Bank of Hawaii
Hawaii
$590K -$387K -1,449 -40%
NA
2008
Nordwand Advisors
Pennsylvania
$588K +$577K +2,158 New
HAM
2009
Harmony Asset Management
Arizona
$586K -$4.01K -15 -0.7%
BFG
2010
Berger Financial Group
Minnesota
$584K -$35.3K -132 -6%
DOA
2011
D'Orazio & Associates
Virginia
$583K +$13.9K +52 +2%
PWS
2012
Peterson Wealth Services
Utah
$582K +$1.07K +4 +0.2%
FFA
2013
Founders Financial Alliance
North Carolina
$582K +$87.2K +326 +18%
TA
2014
TFB Advisors
Kansas
$582K +$3.74K +14 +0.7%
LTI
2015
Laffer Tengler Investments
Tennessee
$581K +$360K +1,347 +172%
BW
2016
BIP Wealth
Georgia
$580K -$6.42K -24 -1%
FEG
2017
Financial Enhancement Group
Indiana
$578K -$3.74K -14 -0.6%
VIM
2018
Vista Investment Management
Pennsylvania
$576K -$37.2K -139 -6%
FA
2019
Fedenia Advisers
Wisconsin
$575K -$25.9K -97 -4%
RWP
2020
Revolve Wealth Partners
New Jersey
$574K +$42.8K +160 +8%
FWCM
2021
Ferguson Wellman Capital Management
Oregon
$574K -$425K -1,588 -43%
SC
2022
SummitTX Capital
Texas
$573K +$55.1K +206 +11%
CWA
2023
Consilio Wealth Advisors
Washington
$569K +$250K +936 +82%
AA
2024
Apriem Advisors
California
$569K +$283K +1,060 +103%
VCWM
2025
Vista Cima Wealth Management
Arizona
$568K +$14.4K +54 +3%
79 80
81
82 83