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Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
2001
American National Bank & Trust
Texas
$7.24K +$893 +10 +17%
RCM
2002
Raleigh Capital Management
North Carolina
$6.93K -$15K -168 -71%
KA
2003
Kozak & Associates
Colorado
$6.9K +$89 +1 +2%
CCMI
2004
Creative Capital Management Investments
California
$6.83K +$5.89K +66 New
AP
2005
Aspect Partners
Virginia
$6.72K – – –
CW
2006
CrossGen Wealth
North Carolina
$6.55K – – –
FDCP
2007
Foster Dykema Cabot & Partners
Massachusetts
$6.52K – – –
GG
2008
Gleason Group
Kentucky
$6.41K +$5.53K +62 New
MFP
2009
Meramec Financial Planners
Missouri
$6.21K – – –
SFAM
2010
Sawyer Falduto Asset Management
Illinois
$6.21K – – –
DF
2011
DecisionPoint Financial
Arizona
$5.76K -$268 -3 -5%
ACA
2012
American Capital Advisory
Idaho
$5.59K +$1.34K +15 +38%
OSNBOA
2013
Old Second National Bank of Aurora
Illinois
$5.38K – – –
NL
2014
NVWM LLC
Pennsylvania
$5.38K +$446 +5 +11%
DWM
2015
Darwin Wealth Management
Florida
$5.38K -$893 -10 -16%
KPP
2016
Kings Path Partners
Texas
$5.17K – – –
NFSG
2017
Newbridge Financial Services Group
Florida
$5.17K +$4.46K +50 New
RWS
2018
Retirement Wealth Solutions
Wisconsin
$4.66K +$1.96K +22 +96%
IW
2019
Imprint Wealth
South Carolina
$4.66K – – –
KCM
2020
Key Capital Management
Tennessee
$4.66K – – –
FA
2021
Fedenia Advisers
Wisconsin
$4.66K +$4.02K +45 New
UFPG
2022
United Financial Planning Group
New York
$4.45K – – –
SC
2023
Swan Capital
Florida
$4.34K -$38.9K -436 -91%
LAS
2024
Lloyd Advisory Services
Georgia
$4.14K +$3.57K +40 New
FC
2025
Fairscale Capital
New Hampshire
$4.04K – – –
79 80
81
82 83