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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2001
Pinion Investment Advisors
Kansas
$655K -$427 -9 -0.1%
BC
2002
Belmont Capital
California
$654K +$479K +10,093 +275%
ERIM
2003
Eagle Ridge Investment Management
Connecticut
$651K – – –
CAGAS
2004
Capital Advisory Group Advisory Services
Minnesota
$648K +$145K +3,059 +29%
RFG
2005
RFP Financial Group
Georgia
$648K +$1.61K +34 +0.2%
NCFG
2006
New Century Financial Group
New Jersey
$647K +$39.3K +827 +6%
BMC
2007
Beaton Management Company
Massachusetts
$645K – – –
GAMC
2008
Garner Asset Management Corp
Texas
$644K -$10.2K -215 -2%
RPGK
2009
Retirement Planning Group (Kansas)
Kansas
$643K -$53K -1,117 -8%
FCFC
2010
First Commonwealth Financial Corp
Pennsylvania
$643K -$85K -1,791 -12%
WC
2011
Whitney & Co
New York
$643K -$63.9K -1,346 -9%
CWA
2012
CM Wealth Advisors
Ohio
$638K +$52.2K +1,099 +9%
NAMM
2013
NorthStar Asset Management (Massachusetts)
Massachusetts
$637K -$19.5K -410 -3%
BCMO
2014
Buckingham Capital Management (Ohio)
Ohio
$636K -$1.11M -23,461 -64%
SF
2015
Symphony Financial
Texas
$635K -$96.3K -2,029 -13%
BAAM
2016
Baker Avenue Asset Management
California
$634K +$305K +6,426 +93%
H
2017
HoyleCohen
California
$633K -$110K -2,321 -15%
CG
2018
Clifford Group
Massachusetts
$633K -$9.35K -197 -1%
SFG
2019
Sunburst Financial Group
Alabama
$632K -$13.8K -291 -2%
CH
2020
Cromwell Holdings
Wyoming
$632K +$631K +13,299 New
DF
2021
Donoghue Forlines
Massachusetts
$629K -$954K -20,095 -60%
FG
2022
Foster Group
Iowa
$629K -$53K -1,117 -8%
WCM
2023
Whitener Capital Management
North Carolina
$628K -$10.2K -214 -2%
CPW
2024
Cove Private Wealth
New York
$627K – – –
HCMG
2025
Howard Capital Management Group
California
$625K – – –
79 80
81
82 83