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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2001
Arlington Trust
Alabama
$5.63M -$317K -4,380 -7%
SFP
2002
Shepherd Financial Partners
Massachusetts
$5.62M -$138K -1,910 -3%
ACH
2003
ArrowMark Colorado Holdings
Colorado
$5.62M – – –
GWA
2004
Gratus Wealth Advisors
Virginia
$5.61M -$693K -9,560 -13%
GAG
2005
Goodman Advisory Group
Massachusetts
$5.61M +$2.41M +33,230 +115%
CWM
2006
Cabot Wealth Management
Massachusetts
$5.6M -$13K -180 -0.3%
CE
2007
Cornerstone Enterprises
Wisconsin
$5.58M -$1.27M -17,470 -22%
BWM
2008
BigSur Wealth Management
Florida
$5.57M +$3.62K +50 +0.1%
MWM
2009
MGB Wealth Management
Texas
$5.57M -$27.5K -380 -0.6%
CFSG
2010
Community Financial Services Group
Vermont
$5.57M +$4.47M +61,650 New
WP
2011
Westmount Partners
California
$5.56M +$362K +5,000 +9%
EHWM
2012
Eads & Heald Wealth Management
Georgia
$5.56M -$42.8K -590 -1%
BWM
2013
Blossom Wealth Management
California
$5.56M -$350K -4,830 -7%
AIM
2014
Anchor Investment Management
South Carolina
$5.55M -$629K -8,680 -12%
SIC
2015
SJS Investment Consulting
Ohio
$5.55M +$464K +6,400 +12%
RBC
2016
Romano Brothers & Co
Illinois
$5.54M -$67.4K -930 -1%
WWM
2017
Wolff Wiese Magana
California
$5.54M -$462K -6,380 -9%
ACS
2018
Archford Capital Strategies
Illinois
$5.54M -$68.9K -950 -2%
SCM
2019
Summerhill Capital Management
Ontario, Canada
$5.53M +$4.44M +61,230 New
HCM
2020
Howard Capital Management
Georgia
$5.53M -$112K -1,550 -2%
TVWM
2021
Tower View Wealth Management
Wisconsin
$5.53M -$1.48M -20,390 -25%
OWMIAS
2022
One Wealth Management Investment & Advisory Services
Florida
$5.52M -$1.52M -20,960 -26%
CCG
2023
Cloverfields Capital Group
Minnesota
$5.52M +$236K +3,250 +6%
OL
2024
Owen LaRue
Kentucky
$5.49M +$75.4K +1,040 +2%
CB
2025
Community Bank
New York
$5.49M -$192K -2,650 -4%
79 80
81
82 83