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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2001
Wealth Dimensions Group
Ohio
$264K -$1.61K -15 -0.6%
VCG
2002
Vantage Consulting Group
Virginia
$263K -$101K -936 -28%
SCI
2003
S&CO Inc
Massachusetts
$262K – – –
MFC
2004
Mechanics Financial Corp
Ohio
$261K – – –
T
2005
TOBAM
France
$261K -$112K -1,041 -30%
CIG
2006
Cairn Investment Group
Washington
$261K -$10.7K -100 -4%
HNW
2007
High Note Wealth
Minnesota
$261K -$537 -5 -0.2%
3F
2008
360 Financial
Minnesota
$261K – – –
BWM
2009
BCGM Wealth Management
Indiana
$261K – – –
AC
2010
AlphaCore Capital
California
$260K -$15.3K -142 -6%
JC
2011
JB Capital
Connecticut
$259K +$1.61K +15 +0.6%
MWM
2012
MinichMacGregor Wealth Management
New York
$259K +$256K +2,385 New
AF
2013
Apexium Financial
Texas
$259K +$256K +2,381 New
AIA
2014
Arbor Investment Advisors
North Carolina
$258K +$537 +5 +0.2%
SIM
2015
Sentry Investment Management
Wisconsin
$258K -$510K -4,742 -67%
CP
2016
Castleview Partners
Texas
$258K +$16K +149 +7%
HFS
2017
Howard Financial Services
Texas
$256K +$7.74K +72 +3%
TSW
2018
Thompson Siegel & Walmsley
Virginia
$256K -$3.22K -30 -1%
GA
2019
Goldstein Advisors
Wisconsin
$256K +$4.08K +38 +2%
WAAG
2020
Wealth Alliance Advisory Group
Kansas
$255K -$2.15K -20 -0.8%
ML
2021
McAdam LLC
Pennsylvania
$255K +$6.02K +56 +2%
WOC
2022
West Oak Capital
California
$255K – – –
BEW
2023
Burton Enright Welch
California
$255K +$4.73K +44 +2%
BWP
2024
Baldwin Wealth Partners
Massachusetts
$255K – – –
CAM
2025
Cozad Asset Management
Illinois
$252K – – –
79 80
81
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