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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2001
Fortem Financial Group
California
– -$201K -3,720 Closed
RWI
2002
Red Wave Investments
Pennsylvania
– -$201K -3,710 Closed
SGCA
2003
Steel Grove Capital Advisors
Tennessee
– -$201K -3,710 Closed
SFS
2004
Summit Financial Strategies
Ohio
– -$200K -3,700 Closed
WA
2005
Wambolt & Associates
Colorado
– -$200K -3,700 Closed
BSSFA
2006
Baron Silver Stevens Financial Advisors
Florida
– -$153K -2,830 Closed
VCG
2007
Vantage Consulting Group
Virginia
– -$116K -2,140 Closed
GWM
2008
Greenhouse Wealth Management
Connecticut
– -$103K -1,900 Closed
CTFG
2009
Capstone Triton Financial Group
Oklahoma
– -$100K -1,850 Closed
FMB
2010
Field & Main Bank
Kentucky
– -$100K -1,850 Closed
MCM
2011
McMillion Capital Management
North Carolina
– -$81K -1,500 Closed
SWA
2012
Safir Wealth Advisors
New Hampshire
– -$68K -1,250 Closed
D
2013
Diversified
Delaware
– -$60K -1,200 Closed
LGA
2014
Lebenthal Global Advisors
New York
– -$63K -1,170 Closed
SC
2015
Shay Capital
New York
– -$54K -1,000 Closed
CWM
2016
Curi Wealth Management
North Carolina
– -$38K -720 Closed
SAM
2017
Simplify Asset Management
Nevada
– -$38K -720 Closed
FWM
2018
FSA Wealth Management
Massachusetts
– -$32K -600 Closed
KCM
2019
Kathmere Capital Management
Pennsylvania
– -$28K -510 Closed
SIM
2020
Seaview Investment Managers
Florida
– -$26K -490 Closed
PS
2021
Planned Solutions
California
– -$25K -460 Closed
KC
2022
Kinloch Capital
Virginia
– -$23K -430 Closed
ABC
2023
Associated Banc-Corp
Wisconsin
– -$20K -370 Closed
SIAG
2024
Signet Investment Advisory Group
Rhode Island
– -$17K -310 Closed
BDWCC
2025
B&D White Capital Company
Texas
– -$11K -210 Closed
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