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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
2001
Symphony Financial
Texas
$714K +$829K +7,465 New
WA
2002
WealthTrust Axiom
Pennsylvania
$712K -$11.1K -100 -1%
OL
2003
Optas LLC
Texas
$712K +$5.88K +53 +0.7%
QT
2004
Quantamental Technologies
New York
$709K -$38.5K -347 -4%
BWM
2005
BCGM Wealth Management
Indiana
$709K -$35.1K -316 -5%
SC
2006
Saybrook Capital
North Carolina
$709K – – –
WFI
2007
West Family Investments
California
$709K +$834K +7,514 New
FBC
2008
Fairfield, Bush & Co
Connecticut
$708K -$235K -2,120 -22%
EM
2009
Excalibur Management
Massachusetts
$708K +$11.5K +104 +1%
CFO
2010
Colony Family Offices
North Carolina
$708K +$832K +7,500 New
VCA
2011
Verdence Capital Advisors
Maryland
$707K -$150K -1,347 -15%
MCM
2012
Manchester Capital Management
Vermont
$705K -$37K -333 -4%
AL
2013
Arnhold LLC
New York
$705K – – –
CAM
2014
Close Asset Management
United Kingdom
$704K +$168K +1,513 +26%
STA
2015
Summit Trail Advisors
New York
$700K -$338K -3,045 -29%
RCA
2016
Reitz Capital Advisors
Michigan
$698K +$75.5K +680 +10%
TA
2017
Tiedemann Advisors
New York
$696K -$286K -2,578 -26%
TCM
2018
Tradewinds Capital Management
Washington
$695K +$134K +1,204 +20%
IIM
2019
Ipswich Investment Management
Massachusetts
$694K -$36.6K -330 -4%
BDFN
2020
Bond & Devick Financial Network
Minnesota
$694K -$27.7K -250 -3%
CPIA
2021
Cornell Pochily Investment Advisors
New York
$694K +$36K +324 +5%
NWA
2022
Navis Wealth Advisors
New York
$693K +$474K +4,270 +139%
PA
2023
PFG Advisors
Arizona
$693K +$815K +7,342 New
AA
2024
Aire Advisors
California
$692K +$72.4K +652 +10%
VWM
2025
Vigilare Wealth Management
Arizona
$691K -$488K -4,401 -38%
79 80
81
82 83