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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2001
Sunpointe
Missouri
$478K -$56K -222 -10%
AWAP
2002
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$477K +$16.1K +64 +3%
RS
2003
R Squared
Hong Kong
$475K -$1.13M -4,471 -69%
AA
2004
Armis Advisers
Georgia
$475K -$60.3K -239 -12%
CP
2005
Covenant Partners
Tennessee
$474K – – –
WA
2006
Waddell & Associates
Tennessee
$474K +$23.5K +93 +5%
AIMC
2007
Alley Investment Management Company
Illinois
$474K – – –
CI
2008
Corient IA
Florida
$474K – – –
BFG
2009
Berger Financial Group
Minnesota
$473K -$36.3K -144 -7%
MSA
2010
Marino Stram & Associates
Massachusetts
$473K -$108K -430 -18%
CWMGO
2011
Capstone Wealth Management Group (Oregon)
Oregon
$473K +$135K +536 +37%
ACP
2012
Aviance Capital Partners
Florida
$471K +$13.9K +55 +3%
AA
2013
Addison Advisors
Vermont
$471K -$48.9K -194 -9%
EL
2014
EWA LLC
Pennsylvania
$470K +$2.52K +10 +0.5%
CA
2015
Capital Advantage
California
$469K -$5.8K -23 -1%
BMWS
2016
Brady Martz Wealth Solutions
North Dakota
$467K -$2.27K -9 -0.5%
MWA
2017
Midland Wealth Advisors
Illinois
$467K -$185K -733 -27%
WWA
2018
Wisconsin Wealth Advisors
Wisconsin
$466K -$1.51K -6 -0.3%
PCM
2019
Polymer Capital Management
New York
$466K +$496K +1,966 New
GF
2020
Gabelli Funds
New York
$466K -$24K -95 -5%
OFG
2021
Oxford Financial Group
Indiana
$466K +$77.2K +306 +18%
EA
2022
Everpar Advisors
Oklahoma
$465K +$42.1K +167 +9%
LWM
2023
Liberty Wealth Management
California
$462K -$32.3K -128 -6%
AAS
2024
Ameritas Advisory Services
Nebraska
$459K -$1.23M -4,862 -72%
WHCI
2025
W.H. Cornerstone Investments
Massachusetts
$459K -$6.81K -27 -1%
79 80
81
82 83