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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2001
Sage Capital Advisors
South Dakota
$11.9M +$210K +647 +2%
IA
2002
IFG Advisory
Georgia
$11.9M +$139K +428 +1%
MC
2003
Martin & Co
Tennessee
$11.9M -$1.02M -3,151 -8%
CFG
2004
Cooper Financial Group
California
$11.9M -$832K -2,566 -7%
BCA
2005
Bay Colony Advisors
Massachusetts
$11.9M +$210K +649 +2%
TC
2006
Taika Capital
Florida
$11.9M +$11.5M +35,575 New
HWM
2007
Horizon Wealth Management
Illinois
$11.9M +$11.5M +35,376 New
RCM
2008
Radnor Capital Management
Pennsylvania
$11.9M +$11.5M +35,366 New
WPIC
2009
White Pine Investment Company
Michigan
$11.8M -$309K -952 -3%
CRM
2010
Cramer Rosenthal McGlynn
Connecticut
$11.8M +$481K +1,483 +4%
CA
2011
Cornerstone Advisory
Maryland
$11.8M -$234K -723 -2%
AAMA
2012
Advanced Asset Management Advisors
Ohio
$11.8M – – –
CT
2013
Clearstead Trust
Maine
$11.8M -$102K -314 -0.9%
4WM
2014
44 Wealth Management
Oregon
$11.8M -$97.6K -301 -0.9%
GP
2015
Greenline Partners
New York
$11.7M +$245K +756 +2%
HI
2016
Humankind Investments
New York
$11.7M -$33.1K -102 -0.3%
PC
2017
Permanens Capital
New York
$11.7M +$758K +2,339 +7%
FRA
2018
Front Row Advisors
California
$11.7M +$43.8K +135 +0.4%
WA
2019
Wealth Advisors
California
$11.6M -$18.5K -57 -0.2%
PP
2020
Pegasus Partners
Wisconsin
$11.6M -$1.26M -3,899 -10%
CAC
2021
Core Alternative Capital
Georgia
$11.6M +$5.51K +17 +0%
FPGK
2022
Financial Partners Group (Kansas)
Kansas
$11.6M +$42.1K +130 +0.3%
UL
2023
Unionview LLC
Washington
$11.6M +$11.2M +34,540 New
MPCL
2024
My Personal CFO LLC
Washington
$11.6M +$11.2M +34,533 New
HBWM
2025
Hollow Brook Wealth Management
New York
$11.6M +$342K +1,055 +3%
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