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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2001
Choice Wealth Advisors
Maine
$221K +$198K +1,171 New
MIM
2002
Marco Investment Management
Georgia
$220K +$198K +1,168 New
TWM
2003
Trueblood Wealth Management
Ohio
$220K +$198K +1,168 New
VFPW
2004
Vantage Financial Partners (Wisconsin)
Wisconsin
$220K +$198K +1,166 New
FI
2005
Finivi Inc
Massachusetts
$220K +$197K +1,165 New
SIA
2006
SGL Investment Advisors
Montana
$219K +$208K +1,230 New
BFA
2007
Beacon Financial Advisory
Ohio
$219K +$197K +1,163 New
CPW
2008
Crestmont Private Wealth
Texas
$219K +$197K +1,162 New
NP
2009
Nilsine Partners
Colorado
$219K +$197K +1,161 New
BSA
2010
Bull Street Advisors
Georgia
$218K +$196K +1,156 New
PCH
2011
PGIM Custom Harvest
New Jersey
$218K +$196K +1,155 New
SA
2012
Scarborough Advisors
Maryland
$217K +$196K +1,154 New
WLPWM
2013
Walled Lake Planning & Wealth Management
Illinois
$215K +$193K +1,141 New
TWM
2014
Thrive Wealth Management
Pennsylvania
$215K +$193K +1,139 New
MWP
2015
Meridian Wealth Partners
Pennsylvania
$215K -$132K -780 -41%
BWM
2016
Birchcreek Wealth Management
Ohio
$214K -$31.7K -187 -14%
MAG
2017
M3 Advisory Group
Massachusetts
$214K +$192K +1,133 New
EA
2018
Everpar Advisors
Oklahoma
$214K +$192K +1,133 New
HC
2019
Hamilton Capital
Ohio
$213K +$210K +1,242 New
NW
2020
Naviter Wealth
Arkansas
$213K +$191K +1,128 New
EC
2021
EntryPoint Capital
New York
$213K -$125K -736 -39%
CC
2022
Cornerstone Capital
California
$212K +$191K +1,125 New
SIAG
2023
Signet Investment Advisory Group
Rhode Island
$212K +$191K +1,125 New
AHL
2024
Abel Hall LLC
Louisiana
$212K +$190K +1,124 New
BFA
2025
Brendel Financial Advisors
New Hampshire
$212K -$1.76M -10,400 -90%
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