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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
2001
Imprint Wealth
South Carolina
$1.22K -$1.27K -3 -50%
GFA
2002
Godfrey Financial Associates
New York
$1.22K – – –
KCM
2003
Key Capital Management
Tennessee
$1.22K – – –
DF
2004
Downshift Financial
Colorado
$1.22K +$1.27K +3 New
MBFW
2005
Morton Brown Family Wealth
Pennsylvania
$1.22K +$1.27K +3 New
CTWM
2006
Cherry Tree Wealth Management
Minnesota
$1.02K – – –
CMP
2007
Coston McIsaac & Partners
Maine
$1K – – –
POIA
2008
Pin Oak Investment Advisors
Texas
$1K +$845 +2 New
DF
2009
DecisionPoint Financial
Arizona
$830 -$422 -1 -33%
PWM
2010
Proathlete Wealth Management
Florida
$816 – – –
MS
2011
Monetary Solutions
Ohio
$815 – – –
SA
2012
Seneschal Advisors
Washington
$815 – – –
BIM
2013
Breakwater Investment Management
Washington
$815 +$422 +1 +100%
FGC
2014
Financial Gravity Companies
Texas
$815 +$845 +2 New
IPS
2015
Investors Portfolio Services
Washington
$793 – – –
KA
2016
Kozak & Associates
Colorado
$416 +$422 +1 New
3FI
2017
3 Factor Indexing
California
$408 – – –
WBC
2018
West Branch Capital
Massachusetts
$408 – – –
HI
2019
Hoey Investments
Pennsylvania
$408 +$422 +1 New
TCA
2020
Trifecta Capital Advisors
Illinois
$408 +$422 +1 New
CFD
2021
Creative Financial Designs
Indiana
$407 -$422 -1 -50%
RJA
2022
Ross\Johnson & Associates
Minnesota
$407 – – –
MFS
2023
Montgomery Financial Services
Maryland
$407 +$422 +1 New
TCM
2024
Timbuktu Capital Management
Massachusetts
$407 +$422 +1 New
CI
2025
Cordant Inc
Oregon
$123 – – –
79 80
81
82 83