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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2001
Cranbrook Wealth Management
Michigan
$3.63K +$130 +2 +4%
PK
2002
Pflug Koory
Nebraska
$3.38K – – –
SIS
2003
Strategic Investment Solutions
Illinois
$3.21K +$2.54K +39 +355%
DPW
2004
DiNuzzo Private Wealth
Pennsylvania
$3.19K -$1.3K -20 -29%
B
2005
Bayban
Minnesota
$3.19K +$3.26K +50 New
MAM
2006
Marquette Asset Management
Minnesota
$3.12K -$4.24K -65 -57%
HI
2007
Hoey Investments
Pennsylvania
$3.12K – – –
WBC
2008
West Branch Capital
Massachusetts
$3.06K -$6.32K -97 -67%
UIA
2009
Ulland Investment Advisors
Minnesota
$3K – – –
AT
2010
Arlington Trust
Alabama
$2.99K -$48.3K -741 -94%
LB
2011
Legacy Bridge
Iowa
$2.93K +$3K +46 New
MEG
2012
Millstone Evans Group
Colorado
$2.87K -$7.82K -120 -73%
BW
2013
Bravera Wealth
North Dakota
$2.87K +$2.93K +45 New
HC
2014
Hurley Capital
New York
$2.84K -$913 -14 -24%
BDPWM
2015
Barnes Dennig Private Wealth Management
Ohio
$2.8K -$3.98K -61 -58%
TIM
2016
Thompson Investment Management
Wisconsin
$2.8K – – –
EPIME
2017
Evelyn Partners Investment Management (Europe)
$2.61K -$4.56K -70 -63%
MSWM
2018
Mowery & Schoenfeld Wealth Management
Illinois
$2.55K +$2.61K +40 New
NWS
2019
Nvest Wealth Strategies
Ohio
$2.55K +$2.61K +40 New
GAG
2020
Goodman Advisory Group
Massachusetts
$2.55K – – –
BCPWM
2021
Bradley & Co Private Wealth Management
Florida
$2.48K – – –
MO
2022
McMillan Office
Michigan
$2.23K +$2.28K +35 New
BGA
2023
Battery Global Advisors
Massachusetts
$2.13K -$65 -1 -1%
EWA
2024
EQ Wealth Advisors
Texas
$2.1K +$2.15K +33 New
IIM
2025
IFC & Insurance Marketing
California
$2K +$2.15K +33 New