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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
2001
Cedar Mountain Advisors
Oregon
$8.31K – – –
TVWM
2002
Tower View Wealth Management
Wisconsin
$8K +$5.09K +120 +120%
HWP
2003
Hibernia Wealth Partners
Louisiana
$7.93K +$8.9K +210 New
JGIA
2004
Jackson Grant Investment Advisers
Connecticut
$7.55K – – –
CHC
2005
City Holding Co
West Virginia
$7.55K – – –
IAS
2006
IMA Advisory Services
Colorado
$7.17K – – –
LWA
2007
Lowe Wealth Advisors
Maryland
$6.42K -$8.48K -200 -54%
PWMA
2008
Pension & Wealth Management Advisors
Massachusetts
$6.42K – – –
KFS
2009
Kelly Financial Services
Massachusetts
$6.42K +$1.27K +30 +21%
MBFW
2010
Morton Brown Family Wealth
Pennsylvania
$5.66K – – –
PCTC
2011
Perkins Coie Trust Company
Washington
$5.66K +$6.36K +150 New
MIM
2012
Macroview Investment Management
Maryland
$4.91K -$10.6K -250 -66%
TCM
2013
Tradewinds Capital Management
Washington
$4.53K – – –
ACA
2014
Atlas Capital Advisors
Wyoming
$4.53K – – –
FP
2015
Financial Perspectives
Minnesota
$4.53K – – –
BCH
2016
Berkshire Capital Holdings
California
$3.78K -$9.43M -222,400 -100%
FSWA
2017
Financial Synergies Wealth Advisors
Texas
$3.78K – – –
PG
2018
Proffitt & Goodson
Tennessee
$3.78K – – –
SC
2019
Stephens Consulting
Michigan
$3.78K – – –
JFG
2020
JDM Financial Group
Texas
$3.77K – – –
CFS
2021
CGC Financial Services
Oregon
$3.4K – – –
PS
2022
PayPay Securities
Japan
$3.25K +$7.63K +180 +225%
AA
2023
AlphaMark Advisors
Kentucky
$3K -$9.75K -230 -77%
VF
2024
VitalStone Financial
Texas
$3K -$2.97K -70 -54%
CMP
2025
Coston McIsaac & Partners
Maine
$3K -$2.12K -50 -33%
79 80
81
82 83