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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2001
Marquette Asset Management
Minnesota
$3.12K -$4.24K -65 -57%
HI
2002
Hoey Investments
Pennsylvania
$3.12K – – –
WBC
2003
West Branch Capital
Massachusetts
$3.06K -$6.32K -97 -67%
UIA
2004
Ulland Investment Advisors
Minnesota
$3K – – –
AT
2005
Arlington Trust
Alabama
$2.99K -$48.3K -741 -94%
LB
2006
Legacy Bridge
Iowa
$2.93K +$3K +46 New
MEG
2007
Millstone Evans Group
Colorado
$2.87K -$7.82K -120 -73%
BW
2008
Bravera Wealth
North Dakota
$2.87K +$2.93K +45 New
HC
2009
Hurley Capital
New York
$2.84K -$913 -14 -24%
BDPWM
2010
Barnes Dennig Private Wealth Management
Ohio
$2.8K -$3.98K -61 -58%
TIM
2011
Thompson Investment Management
Wisconsin
$2.8K – – –
EPIME
2012
Evelyn Partners Investment Management (Europe)
$2.61K -$4.56K -70 -63%
MSWM
2013
Mowery & Schoenfeld Wealth Management
Illinois
$2.55K +$2.61K +40 New
NWS
2014
Nvest Wealth Strategies
Ohio
$2.55K +$2.61K +40 New
GAG
2015
Goodman Advisory Group
Massachusetts
$2.55K – – –
BCPWM
2016
Bradley & Co Private Wealth Management
Florida
$2.48K – – –
MO
2017
McMillan Office
Michigan
$2.23K +$2.28K +35 New
BGA
2018
Battery Global Advisors
Massachusetts
$2.13K -$65 -1 -1%
EWA
2019
EQ Wealth Advisors
Texas
$2.1K +$2.15K +33 New
IIM
2020
IFC & Insurance Marketing
California
$2K +$2.15K +33 New
TBFA
2021
Three Bearings Fiduciary Advisors
New Hampshire
$1.98K +$2.09K +32 New
CAC
2022
Core Alternative Capital
Georgia
$1.91K -$21.6K -331 -92%
1CP
2023
1015 Capital Partners
Pennsylvania
$1.91K +$1.96K +30 New
CA
2024
Cresta Advisors
Texas
$1.85K +$1.89K +29 New
BMC
2025
Bear Mountain Capital
Washington
$1.81K – – –
79 80
81
82 83