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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
2001
Asset Dedication LLC
California
$16.2K -$51.5K -111 -74%
BGA
2002
Battery Global Advisors
Massachusetts
$15.6K +$464 +1 +3%
DMIC
2003
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15.3K – – –
OAJ
2004
Ogorek Anthony Joseph
New York
$15K -$4.18K -9 -20%
AW
2005
Avion Wealth
Texas
$15K -$1.86K -4 -10%
UOTTAIMCU
2006
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.9K – – –
CFM
2007
Cornerstone Financial Management
Massachusetts
$14.9K +$1.39K +3 +9%
BCA
2008
Bitterroot Capital Advisors
Montana
$14.9K +$16.2K +35 New
SMBT
2009
Southern Michigan Bank & Trust
Michigan
$14.9K +$16.2K +35 New
NFSG
2010
Newbridge Financial Services Group
Florida
$14.8K – – –
IWM
2011
IMG Wealth Management
Florida
$14.5K +$2.32K +5 +17%
NF
2012
Napier Financial
Massachusetts
$14.5K +$15.8K +34 New
AWM
2013
Activest Wealth Management
Florida
$13.6K -$5.57K -12 -27%
FC
2014
Fairscale Capital
New Hampshire
$13.6K – – –
KG
2015
Kilter Group
New York
$13.2K -$7.43K -16 -34%
RFS
2016
Richardson Financial Services
Massachusetts
$13.2K – – –
SIM
2017
Synergy Investment Management
Florida
$13.2K +$14.4K +31 New
CT
2018
Coastline Trust
Rhode Island
$12.8K – – –
HFS
2019
Hughes Financial Services
Virginia
$12.8K +$929 +2 +7%
RTL
2020
Red Tortoise LLC
Georgia
$12.7K – – –
GCM
2021
Gunpowder Capital Management
Maryland
$12.3K -$1.39K -3 -9%
GCP
2022
Gill Capital Partners
Colorado
$12.3K +$13.5K +29 New
BW
2023
Bravera Wealth
North Dakota
$11.9K +$10.2K +22 +367%
MFT
2024
Moisand Fitzgerald Tamayo
Florida
$11.5K – – –
BHWM
2025
Bay Harbor Wealth Management
Maryland
$11.5K +$4.18K +9 +50%
79 80
81
82 83