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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
2001
Breakwater Capital Group
New Jersey
$305K +$5.64K +100 +2%
KA
2002
Kooman & Associates
Pennsylvania
$305K +$3.95K +70 +1%
PAM
2003
Paradigm Asset Management
New York
$304K -$56.4K -1,000 -17%
DJYG
2004
David J. Yvars Group
Florida
$304K – – –
HA
2005
Harbor Advisors
Florida
$304K – – –
SFS
2006
Solitude Financial Services
Virginia
$304K – – –
TCOV
2007
Trust Company of Vermont
Vermont
$304K +$20.9K +370 +8%
MSF
2008
Mustard Seed Financial
Arkansas
$303K – – –
EWM
2009
Executive Wealth Management
Michigan
$302K +$277K +4,910 New
JC
2010
JB Capital
Connecticut
$301K +$11.8K +210 +4%
BMMM
2011
Boston Mountain Money Management
Arkansas
$301K +$279K +4,950 New
AWA
2012
Alta Wealth Advisors
Massachusetts
$300K – – –
CW
2013
Connectus Wealth
Ohio
$300K -$21M -373,120 -99%
RWI
2014
Red Wave Investments
Pennsylvania
$299K +$564 +10 +0.2%
SIC
2015
Samalin Investment Counsel
New York
$299K +$564 +10 +0.2%
GPFA
2016
Game Plan Financial Advisors
Ohio
$299K – – –
VFG
2017
V2 Financial group
Illinois
$299K +$13.5K +240 +5%
CPWM
2018
Cypress Point Wealth Management
Texas
$298K +$24.8K +440 +10%
GA
2019
GFS Advisors
Texas
$298K -$3.95K -70 -1%
CF
2020
Cantor Fitzgerald
New York
$298K +$276K +4,900 New
PFG
2021
PAX Financial Group
Texas
$298K +$276K +4,900 New
SB
2022
Sunflower Bank
Texas
$295K -$15.2K -270 -5%
NAMP
2023
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$295K – – –
HCA
2024
Heck Capital Advisors
Wisconsin
$295K +$2.25K +40 +0.8%
CTA
2025
Colonial Trust Advisors
South Carolina
$295K +$7.89K +140 +3%
79 80
81
82 83