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Name Holding Trade Value Shares
Change 		Change in
Stake
T2I
2001
Turim 21 Investimentos
Brazil
– -$13.1K -200 Closed
RCA
2002
Runnymede Capital Advisors
Ohio
– -$11.1K -170 Closed
KSWA
2003
Kathleen S. Wright Associates
Pennsylvania
– -$10.9K -167 Closed
GWM
2004
Graybill Wealth Management
Illinois
– -$9.79K -150 Closed
NI
2005
NCP Inc
California
– -$9.79K -150 Closed
GP
2006
Greenline Partners
New York
– -$8.35K -128 Closed
FA
2007
Financial Avengers
California
– -$7.5K -115 Closed
SFGP
2008
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$6.07K -93 Closed
BDPWM
2009
Barnes Dennig Private Wealth Management
Ohio
– -$5.74K -88 Closed
SHIM
2010
Stone House Investment Management
Pennsylvania
– -$5.74K -88 Closed
SIM
2011
Synergy Investment Management
Florida
– -$5.55K -85 Closed
AT
2012
Arlington Trust
Alabama
– -$5.22K -80 Closed
GFPC
2013
Global Financial Private Client
Florida
– -$4.7K -72 Closed
FCG
2014
Financial Connections Group
California
– -$4K -70 Closed
CTWM
2015
Cherry Tree Wealth Management
Minnesota
– -$3.59K -55 Closed
CWP
2016
Clark Wealth Partners
Illinois
– -$3.26K -50 Closed
RMP
2017
Richards, Merrill & Peterson
Washington
– -$2.94K -45 Closed
PWA
2018
Provenance Wealth Advisors
Florida
– -$2.67K -41 Closed
HHGA
2019
Halbert Hargrove Global Advisors
California
– -$2.46K -38 Closed
NSG
2020
Nalls Sherbakoff Group
Tennessee
– -$1.96K -30 Closed
UFF
2021
USA Financial Formulas
Michigan
– -$1.89K -29 Closed
ECM
2022
Estabrook Capital Management
New York
– -$1.37K -21 Closed
BMC
2023
Bear Mountain Capital
Washington
– -$1.06K -16 Closed
PIS
2024
POM Investment Strategies
North Carolina
– -$1.04K -16 Closed
OCM
2025
Osterweis Capital Management
California
– -$653 -10 Closed
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