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Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
2001
CMG Global Holdings
Texas
$997K +$900K +3,267 New
IBOK
2002
Independence Bank of Kentucky
Kentucky
$994K -$105K -382 -11%
MFW
2003
Meristem Family Wealth
Minnesota
$989K -$57.9K -210 -6%
APWA
2004
Atlas Private Wealth Advisors
New Jersey
$989K +$85.4K +310 +11%
RWM
2005
RBA Wealth Management
California
$988K -$55.4K -201 -6%
PL
2006
Plancorp LLC
Missouri
$987K -$56.8K -206 -6%
AWA
2007
AmeriServ Wealth Advisors
Pennsylvania
$987K +$180K +654 +25%
FBB
2008
Fulton Breakefield Broenniman
Maryland
$987K +$309K +1,122 +53%
NCM
2009
Noesis Capital Mangement
Florida
$985K +$9.65K +35 +1%
WA
2010
Wambolt & Associates
Colorado
$983K -$20.7K -75 -2%
KWP
2011
Keystone Wealth Partners
Arizona
$981K +$48.2K +175 +6%
CAG
2012
Curtis Advisory Group
California
$981K +$387K +1,404 +78%
HCP
2013
Hexagon Capital Partners
Arkansas
$980K +$327K +1,187 +59%
CCA
2014
Cobblestone Capital Advisors
New York
$978K +$71.4K +259 +9%
AA
2015
Apriem Advisors
California
$977K +$111K +404 +14%
SIMM
2016
Stillwater Investment Management (Minnesota)
Minnesota
$976K +$4.96K +18 +0.6%
RCA
2017
Ranch Capital Advisors
Florida
$975K +$27.3K +99 +3%
SPI
2018
Santori & Peters Inc
Pennsylvania
$973K +$4.69K +17 +0.5%
O
2019
Ossiam
France
$969K -$11.8M -42,898 -93%
AC
2020
Avestar Capital
New York
$969K +$94.8K +344 +13%
SFG
2021
StrategIQ Financial Group
Indiana
$968K -$12.4K -45 -1%
PTB
2022
Pioneer Trust Bank
Oregon
$962K – – –
IA
2023
Icon Advisers
Colorado
$960K -$1.05M -3,800 -55%
TFM
2024
TFC Financial Management
Massachusetts
$960K – – –
GSIS
2025
Global Strategic Investment Solutions
Arizona
$956K +$390K +1,414 +82%
79 80
81
82 83