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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
2001
National Wealth Management Group
Ohio
$633K -$2.29K -22 -0.4%
PPWM
2002
Paragon Private Wealth Management
Kentucky
$631K +$6.65K +64 +1%
PGWM
2003
Parisi Gray Wealth Management
New Jersey
$630K -$16.2K -156 -3%
CWM
2004
Circle Wealth Management
New Jersey
$629K +$126K +1,215 +32%
RMP
2005
Richards, Merrill & Peterson
Washington
$629K +$18.1K +174 +4%
AMIM
2006
Aull & Monroe Investment Management
Alabama
$628K -$187K -1,800 -26%
SA
2007
SRH Advisors
Kansas
$628K – – –
TSMHT
2008
Thurston Springer Miller Herd & Titak
Indiana
$627K +$45.4K +437 +9%
SEEDPG
2009
S.E.E.D. Planning Group
New York
$627K -$40.4K -389 -7%
RS
2010
R Squared
Hong Kong
$625K -$1.15M -11,031 -69%
TWA
2011
TCI Wealth Advisors
Arizona
$624K -$48.3K -465 -8%
MCA
2012
Magnolia Capital Advisors
Mississippi
$624K +$1.04K +10 +0.2%
BCM
2013
Birmingham Capital Management
Alabama
$624K -$271K -2,606 -34%
FA
2014
Fortis Advisors
Pennsylvania
$623K +$20.8K +200 +4%
SQA
2015
Simon Quick Advisors
New Jersey
$622K -$887K -8,538 -63%
RC
2016
RBF Capital
California
$620K +$520K +5,000 New
BFG
2017
Berger Financial Group
Minnesota
$620K -$26.2K -252 -5%
AWG
2018
Altus Wealth Group
Colorado
$619K -$6.23K -60 -1%
TWM
2019
TCFG Wealth Management
California
$618K -$5.61K -54 -1%
GFG
2020
Grantvest Financial Group
New Jersey
$618K -$34.5K -332 -6%
RE
2021
Rydar Equities
Texas
$617K +$517K +4,976 New
JIR
2022
James Investment Research
Ohio
$617K -$124K -1,198 -19%
MWM
2023
Meritas Wealth Management
California
$614K -$6.23K -60 -1%
HCM
2024
Howland Capital Management
Massachusetts
$614K – – –
IA
2025
IFG Advisors
Missouri
$614K +$21.8K +210 +4%
79 80
81
82 83