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Name Holding Trade Value Shares
Change 		Change in
Stake
IAAG
2001
Innovative Asset Advisors Group
Connecticut
– -$91.6K -1,721 Closed
IWS
2002
Intentional Wealth Strategies
Colorado
– -$89.4K -1,693 Closed
TWM
2003
TopTier Wealth Management
Wisconsin
– -$83.8K -1,586 Closed
BCFD
2004
Boit C.F. David
– -$79.2K -1,500 Closed
SOAMC
2005
Spirit of America Management Corp
New York
– -$79.2K -1,500 Closed
BCM
2006
Birch Capital Management
Texas
– -$67.9K -1,286 Closed
BBPWM
2007
Blue Bell Private Wealth Management
Pennsylvania
– -$65.9K -1,248 Closed
MWC
2008
MBM Wealth Consultants
Missouri
– -$64K -1,212 Closed
LCA
2009
Legend Capital Advisors
New York
– -$57.6K -1,091 Closed
WSFG
2010
Wall Street Financial Group
Illinois
– -$54.2K -1,026 Closed
CB
2011
Centennial Bank
Arkansas
– -$52.8K -1,000 Closed
EP
2012
Essential Partners
California
– -$51K -966 Closed
WPWM
2013
Western Pacific Wealth Management
Illinois
– -$48.2K -912 Closed
GSEP
2014
Golden State Equity Partners
California
– -$45.9K -868 Closed
DI
2015
DAGCO Inc
Ohio
– -$35.7K -675 Closed
SA
2016
Scarborough Advisors
Maryland
– -$25.5K -482 Closed
KAS
2017
Kemnay Advisory Services
New York
– -$24.6K -465 Closed
CH
2018
Canton Hathaway
Rhode Island
– -$24.5K -463 Closed
FMB
2019
Field & Main Bank
Kentucky
– -$22.7K -430 Closed
BOJHT
2020
Bank of Jackson Hole Trust
Wyoming
– -$21.8K -413 Closed
SIS
2021
Sound Income Strategies
Florida
– -$17.4K -390 Closed
TPWA
2022
Twin Peaks Wealth Advisors
California
– -$19.7K -374 Closed
GWSA
2023
Global Wealth Strategies & Associates
Colorado
– -$19.4K -366 Closed
CUAMC
2024
China Universal Asset Management Company
China
– -$18.6K -350 Closed
BA
2025
Ballast Advisors
Minnesota
– -$17.8K -338 Closed
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81
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