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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2001
Global Financial Private Capital
Florida
– -$295K -2,604 Closed
SRSA
2002
S.R. Schill & Associates
Washington
– -$276K -2,434 Closed
JFGLC
2003
Johnson Financial Group LLC (Colorado)
Colorado
– -$262K -2,314 Closed
CIP
2004
Capital Insight Partners
Arizona
– -$259K -2,285 Closed
PCMK
2005
Paragon Capital Management (Kansas)
Kansas
– -$245K -2,168 Closed
FPS
2006
Fieldpoint Private Securities
Connecticut
– -$241K -2,121 Closed
SEIA
2007
Signature Estate & Investment Advisors
California
– -$240K -2,113 Closed
HFA
2008
High Falls Advisors
New York
– -$237K -2,095 Closed
BP
2009
BBR Partners
New York
– -$233K -2,055 Closed
MIC
2010
Meridian Investment Counsel
California
– -$232K -2,050 Closed
AWM
2011
AllSquare Wealth Management
New York
– -$231K -2,033 Closed
WC
2012
Whitney & Co
New York
– -$227K -2,000 Closed
NPF
2013
Norris Perne & French
Michigan
– -$218K -1,923 Closed
RC
2014
Randolph Company
Ohio
– -$216K -1,908 Closed
TCM
2015
Traynor Capital Management
Pennsylvania
– -$217K -1,901 Closed
RCG
2016
Ruane, Cunniff & Goldfarb
New York
– -$213K -1,882 Closed
GWCM
2017
Godshalk Welsh Capital Management
Pennsylvania
– -$208K -1,837 Closed
SFWA
2018
Summit Financial Wealth Advisors
Louisiana
– -$208K -1,833 Closed
VWM
2019
Venturi Wealth Management
Texas
– -$207K -1,813 Closed
PFA
2020
Paradigm Financial Advisors
Missouri
– -$205K -1,810 Closed
WA
2021
WP Advisors
California
– -$205K -1,804 Closed
BWM
2022
BigSur Wealth Management
Florida
– -$202K -1,800 Closed
PA
2023
Planning Alternatives
Michigan
– -$204K -1,796 Closed
MTC
2024
McDaniel Terry & Co
Texas
– -$202K -1,782 Closed
BIG
2025
Bellwether Investment Group
Tennessee
– -$147K -1,297 Closed
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