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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2001
Berger Financial Group
Minnesota
$325K -$47.2K -228 -12%
AA
2002
Acorns Advisers
California
$324K +$85.6K +413 +31%
HIC
2003
Hartline Investment Corp
Illinois
$323K -$18.6K -90 -5%
GAA
2004
Guardian Asset Advisors
Pennsylvania
$323K +$25.3K +122 +8%
SWGC
2005
Summit Wealth Group (Colorado)
Colorado
$323K -$4.35K -21 -1%
CA
2006
Capital Advantage
California
$322K -$81.4K -393 -19%
CWM
2007
Chesapeake Wealth Management
Virginia
$322K +$357K +1,724 New
EHWM
2008
Eads & Heald Wealth Management
Georgia
$321K -$142K -687 -29%
FA
2009
FF Advisors
California
$321K +$4.56K +22 +1%
MA
2010
MJP Associates
Connecticut
$321K +$77.7K +375 +28%
TWP
2011
Tyche Wealth Partners
Texas
$321K -$622 -3 -0.2%
EWA
2012
Encompass Wealth Advisors
Oregon
$320K -$20.9K -101 -6%
DG
2013
DMC Group
Alabama
$320K +$65.7K +317 +23%
JC
2014
JM2 Capital
Oklahoma
$318K +$8.29K +40 +2%
BWM
2015
BlackDiamond Wealth Management
New York
$318K -$56.1K -271 -14%
AA
2016
Auxano Advisors
Washington
$318K +$37.3K +180 +12%
PMSA
2017
Patrick M. Sweeney & Associates
Illinois
$317K +$6.22K +30 +2%
G
2018
GenTrust
Florida
$317K +$352K +1,697 New
BIA
2019
Bigelow Investment Advisors
Maine
$316K -$47.2K -228 -12%
VAG
2020
VisionPoint Advisory Group
Texas
$315K +$31.9K +154 +10%
OA
2021
Oasis Advisors
Iowa
$315K +$351K +1,695 New
KIC
2022
Kensington Investment Counsel
California
$315K -$47.9K -231 -12%
JFGLC
2023
Johnson Financial Group LLC (Colorado)
Colorado
$315K +$349K +1,685 New
BFG
2024
Beacon Financial Group
Texas
$314K +$49.5K +239 +17%
HB
2025
Horizon Bancorp
Indiana
$314K +$97.8K +472 +39%
79 80
81
82 83