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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cahaba Wealth Management
Georgia
$336K -$84.3K -728 -19%
CCB
2002
Cutter & Co Brokerage
Missouri
$336K +$152K +1,308 +73%
ACM
2003
Armbruster Capital Management
New York
$334K – – –
EDRIA
2004
Edmonds Duncan Registered Investment Advisors
Kansas
$334K – – –
SMFS
2005
Squar Milner Financial Services
California
$334K +$51.2K +442 +17%
CWM
2006
Campbell Wealth Management
Virginia
$334K +$356K +3,073 New
GFP
2007
Gryphon Financial Partners
Ohio
$331K -$157K -1,353 -31%
ACP
2008
Aviance Capital Partners
Florida
$331K -$74.8K -646 -18%
CYG
2009
Clean Yield Group
Vermont
$331K +$353K +3,043 New
BWM
2010
Baystate Wealth Management
Massachusetts
$329K -$71.4K -616 -18%
MFW
2011
Meristem Family Wealth
Minnesota
$329K +$8.11K +70 +2%
BCM
2012
Bluefin Capital Management
New York
$327K -$1.51M -13,074 -81%
WCWM
2013
Willow Creek Wealth Management
California
$327K -$13.2K -114 -4%
PCM
2014
Pointe Capital Management
Michigan
$327K -$2.66K -23 -0.8%
FHC
2015
First Heartland Consultants
Missouri
$326K -$48.1K -415 -12%
CAGAS
2016
Capital Advisory Group Advisory Services
Minnesota
$326K +$13.6K +117 +4%
WCWM
2017
Wooster Corthell Wealth Management
Connecticut
$324K -$1.85K -16 -0.5%
DOA
2018
D'Orazio & Associates
Virginia
$324K – – –
PCMC
2019
Paragon Capital Management (Colorado)
Colorado
$322K -$976K -8,421 -74%
PGA
2020
Portland Global Advisors
Maine
$322K – – –
BEC
2021
Blue Edge Capital
Virginia
$322K – – –
SCA
2022
Stuart Chaussee & Associates
California
$321K -$270K -2,327 -44%
OIWM
2023
OptiFour Integrated Wealth Management
Virginia
$320K -$14.5K -125 -4%
VFP
2024
Verus Financial Partners
Virginia
$320K – – –
LA
2025
LVW Advisors
New York
$317K -$618K -5,338 -65%
79 80
81
82 83