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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2001
Regent Peak Wealth Advisors
Georgia
$350K +$50.5K +624 +18%
CFN
2002
Cordasco Financial Network
Florida
$349K -$38.3K -473 -10%
RFA
2003
Reilly Financial Advisors
California
$349K +$567 +7 +0.2%
HWA
2004
HHM Wealth Advisors
Tennessee
$348K +$17.7K +219 +6%
VIM
2005
Vista Investment Management
Pennsylvania
$348K +$20.4K +252 +7%
ACH
2006
ArrowMark Colorado Holdings
Colorado
$346K – – –
RW
2007
Rede Wealth
Virginia
$346K +$324K +3,997 New
CAMG
2008
CWA Asset Management Group
Florida
$345K -$54.1K -668 -14%
AC
2009
Alexandria Capital
Virginia
$344K -$70.6K -872 -18%
CRIG
2010
Charter Research & Investment Group
Connecticut
$343K +$49.4K +610 +18%
KOMWMG
2011
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$343K +$102K +1,258 +45%
WWMSC
2012
Wagner Wealth Management (South Carolina)
South Carolina
$343K +$329K +4,066 New
CBA
2013
Coastal Bridge Advisors
Connecticut
$342K -$119K -1,473 -27%
MC
2014
Mathes Company
New York
$342K – – –
GWS
2015
Glassman Wealth Services
Virginia
$342K +$53.4K +660 +19%
CCM
2016
Carlson Capital Management
Minnesota
$341K -$434K -5,364 -59%
MCM
2017
McRae Capital Management
New Jersey
$341K -$259K -3,193 -44%
SAM
2018
Summit Asset Management
Tennessee
$341K -$24.8K -306 -7%
NCMW
2019
Northern Capital Management (Washington)
Washington
$341K +$327K +4,042 New
CFG
2020
Compton Financial Group
Maryland
$340K +$297K +3,671 New
EWM
2021
Edge Wealth Management
New York
$338K -$6.7M -82,784 -95%
FBFS
2022
First Business Financial Services
Wisconsin
$338K -$12K -148 -4%
NIM
2023
Needham Investment Management
New York
$338K – – –
PAS
2024
Professional Advisory Services
Florida
$338K – – –
BWM
2025
Birchcreek Wealth Management
Ohio
$338K +$325K +4,008 New
79 80
81
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