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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
JGP Wealth Management
Oregon
$2.28M +$190K +254 +15%
TCPG
2002
Trivant Custom Portfolio Group
California
$2.28M +$1.48M +1,973 New
HAS
2003
HBW Advisory Services
California
$2.27M +$274K +365 +23%
LCWP
2004
Legacy Capital Wealth Partners
Arkansas
$2.26M +$21K +28 +1%
PMG
2005
Private Management Group
California
$2.26M -$30K -40 -2%
RF
2006
Rossby Financial
Florida
$2.25M +$75K +100 +5%
KAS
2007
KPP Advisory Services
Kentucky
$2.25M -$985K -1,313 -40%
FWM
2008
Finer Wealth Management
Massachusetts
$2.24M -$613K -817 -30%
CWA
2009
Centennial Wealth Advisory
Michigan
$2.24M -$21K -28 -1%
UAS
2010
United Asset Strategies
New York
$2.24M -$1.19M -1,585 -45%
RBFC
2011
Roman Butler Fullerton & Co
Missouri
$2.24M +$1.14M +1,515 +173%
TCM
2012
Teza Capital Management
Illinois
$2.23M +$139K +185 +11%
FFG
2013
Forum Finance Group
$2.22M -$699K -932 -28%
ICM
2014
Ionic Capital Management
New York
$2.21M -$638K -851 -31%
CPA
2015
Capital Performance Advisors
California
$2.21M -$1.35M -1,799 -48%
RDWM
2016
Red Door Wealth Management
Tennessee
$2.21M +$10.5K +14 +0.7%
CCAM
2017
Cascades Capital Asset Management
North Carolina
$2.21M +$337K +449 +31%
RP
2018
Rowlandmiller & Partners
Georgia
$2.2M -$3.75K -5 -0.3%
WQ
2019
Wealth Quarterback
New Jersey
$2.2M -$71.2K -95 -5%
ICP
2020
Impact Capital Partners
Colorado
$2.2M +$216K +288 +18%
IWP
2021
Invenio Wealth Partners
Florida
$2.2M -$154K -206 -10%
WC
2022
Westwind Capital
New Mexico
$2.19M +$1.43M +1,901 New
ABLA
2023
Alan B. Lancz & Associates
Ohio
$2.19M -$525K -700 -27%
SAM
2024
Strategy Asset Managers
California
$2.19M -$720K -960 -34%
EFS
2025
Essex Financial Services
Connecticut
$2.19M -$227K -303 -14%
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