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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2001
First Business Financial Services
Wisconsin
$459K +$32.9K +330 +8%
GA
2002
Gateway Advisory
New Jersey
$459K +$117K +1,178 +35%
IFG
2003
Investors Financial Group
Minnesota
$456K +$399 +4 +0.1%
CNB
2004
Camden National Bank
Maine
$454K -$67K -672 -13%
RFN
2005
RDA Financial Network
Iowa
$454K +$30.5K +306 +7%
BWM
2006
Birchcreek Wealth Management
Ohio
$453K -$5.19K -52 -1%
PP
2007
PDS Planning
Ohio
$453K +$24.7K +248 +6%
RMSCM
2008
R.M. Sincerbeaux Capital Management
New York
$451K -$29.9K -300 -6%
BWLSA
2009
Blue Water Life Science Advisors
California
$448K – – –
RIM
2010
Rockbridge Investment Management
New York
$447K – – –
CCM
2011
Chiron Capital Management
Florida
$444K -$6.18K -62 -1%
HA
2012
Harbor Advisors
Florida
$444K – – –
AW
2013
Avion Wealth
Texas
$443K -$9.97K -100 -2%
AA
2014
AF Advisors
California
$443K – – –
CFSG
2015
Clark Financial Services Group
Missouri
$443K +$48.9K +490 +13%
ASFA
2016
All Season Financial Advisors
Colorado
$441K -$189K -1,890 -30%
BRA
2017
Biechele Royce Advisors
Indiana
$441K -$45K -451 -9%
ARG
2018
Advisory Resource Group
Oklahoma
$441K – – –
OMC
2019
Overbrook Management Corp
New York
$440K -$31.8K -319 -7%
ECM
2020
Exchange Capital Management
Michigan
$438K -$49.9K -500 -10%
RPWA
2021
Regent Peak Wealth Advisors
Georgia
$436K -$5.39K -54 -1%
IIC
2022
Integrated Investment Consultants
Michigan
$435K -$38.8K -389 -8%
VCM
2023
Versant Capital Management
Arizona
$435K -$14.1K -141 -3%
DAM
2024
Diamant Asset Management
Connecticut
$435K +$428K +4,291 New
PP
2025
Pegasus Partners
Wisconsin
$434K -$28.5K -286 -6%
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81
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