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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2001
Facet Wealth Inc
Maryland
$531K +$171K +687 +42%
CP
2002
Covenant Partners
Tennessee
$530K – – –
AIMC
2003
Alley Investment Management Company
Illinois
$530K – – –
CI
2004
Corient IA
Florida
$530K – – –
FPH
2005
Financial Planning Hawaii
Hawaii
$530K +$497K +2,000 New
ASBI
2006
American State Bank (Iowa)
Iowa
$530K +$36K +145 +8%
ACM
2007
Andina Capital Management
Utah
$528K +$24.4K +98 +5%
CT
2008
Colonial Trust
South Carolina
$524K -$39.8K -160 -7%
ACP
2009
Aviance Capital Partners
Florida
$524K -$2.73K -11 -0.6%
CSB
2010
City State Bank
Iowa
$523K -$147K -590 -23%
AP
2011
Anchyra Partners
Georgia
$523K +$491K +1,975 New
NLA
2012
Northern Lights Advisors
Washington
$523K +$491K +1,975 New
ISWM
2013
Independent Solutions Wealth Management
New York
$523K -$22.6K -91 -4%
FCM
2014
FirstWave Capital Management
Florida
$522K +$490K +1,972 New
PF
2015
Prota Financial
Texas
$522K +$490K +1,972 New
BFG
2016
Berger Financial Group
Minnesota
$521K -$7.46K -30 -2%
AA
2017
Apriem Advisors
California
$521K +$19.9K +80 +4%
GA
2018
Greenspring Advisors
Maryland
$519K +$487K +1,959 New
EL
2019
EWA LLC
Pennsylvania
$519K -$6.46K -26 -1%
WWA
2020
Wisconsin Wealth Advisors
Wisconsin
$518K -$2.98K -12 -0.6%
SMA
2021
Seven Mile Advisory
New Jersey
$518K -$128K -517 -21%
LWM
2022
Liberty Wealth Management
California
$515K -$746 -3 -0.2%
GWM
2023
GK Wealth Management
Nevada
$515K +$204K +822 +73%
VFG
2024
V2 Financial group
Illinois
$514K +$62.9K +253 +15%
APG
2025
Abacus Planning Group
South Carolina
$514K +$129K +520 +37%
79 80
81
82 83