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Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
2001
RPg Family Wealth Advisory
Massachusetts
$57.9K +$31.9K +170 +110%
CA
2002
Crewe Advisors
Utah
$57K +$13.1K +70 +28%
RBC
2003
Roble Belko & Company
Pennsylvania
$55K -$99.4K -530 -63%
RWM
2004
Raffa Wealth Management
District of Columbia
$53.8K +$16.3K +87 +40%
WPW
2005
Winthrop Partners - WNY
New York
$53.5K +$58.2K +310 New
BCM
2006
Blume Capital Management
California
$53K -$9.38K -50 -14%
AWM
2007
Avondale Wealth Management
Texas
$53K – – –
SIAS
2008
Shine Investment Advisory Services
Colorado
$52K – – –
FA
2009
Fortis Advisors
Pennsylvania
$52K +$375 +2 +0.7%
LWA
2010
Lowe Wealth Advisors
Maryland
$52K +$28.9K +154 +112%
BDWM
2011
Brewin Dolphin Wealth Management
Ireland
$49.9K +$37.5K +200 +250%
JIR
2012
James Investment Research
Ohio
$49K -$46.9K -250 -48%
CMBA
2013
C.M. Bidwell & Associates
Hawaii
$48K -$687K -3,660 -93%
BCI
2014
Brinker Capital Investments
Pennsylvania
$47K – – –
DOA
2015
D'Orazio & Associates
Virginia
$45K – – –
SFPIA
2016
Stevens First Principles Investment Advisors
California
$45K – – –
PCFFS
2017
Pacific Center for Financial Services
California
$43K – – –
CJA
2018
C-J Advisory
California
$43K +$10.7K +57 +30%
MPPLM
2019
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$42K -$2.25K -12 -5%
CAL
2020
Capital Advisors Ltd
Ohio
$42K – – –
GWA
2021
Guidant Wealth Advisors
Illinois
$42K +$2.63K +14 +6%
CAM
2022
Chandler Asset Management
California
$42K +$43.9K +234 New
SFA
2023
Spectrum Financial Alliance
Kentucky
$42K +$45K +240 New
CFN
2024
Cordasco Financial Network
Florida
$41K – – –
LJHT
2025
Laurie J. Hall Trustee
$41K – – –
79 80
81
82 83