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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Solstein Capital
California
$17.4K -$14.9K -32 -44%
DWM
2002
Dogwood Wealth Management
Kansas
$17.4K +$1.39K +3 +8%
PWM
2003
Positano Wealth Management
$17.4K +$13.9K +30 +273%
ADL
2004
Asset Dedication LLC
California
$16.2K -$51.5K -111 -74%
BGA
2005
Battery Global Advisors
Massachusetts
$15.6K +$464 +1 +3%
DMIC
2006
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15.3K – – –
OAJ
2007
Ogorek Anthony Joseph
New York
$15K -$4.18K -9 -20%
AW
2008
Avion Wealth
Texas
$15K -$1.86K -4 -10%
UOTTAIMCU
2009
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.9K – – –
CFM
2010
Cornerstone Financial Management
Massachusetts
$14.9K +$1.39K +3 +9%
BCA
2011
Bitterroot Capital Advisors
Montana
$14.9K +$16.2K +35 New
SMBT
2012
Southern Michigan Bank & Trust
Michigan
$14.9K +$16.2K +35 New
NFSG
2013
Newbridge Financial Services Group
Florida
$14.8K – – –
IWM
2014
IMG Wealth Management
Florida
$14.5K +$2.32K +5 +17%
NF
2015
Napier Financial
Massachusetts
$14.5K +$15.8K +34 New
AWM
2016
Activest Wealth Management
Florida
$13.6K -$5.57K -12 -27%
FC
2017
Fairscale Capital
New Hampshire
$13.6K – – –
KG
2018
Kilter Group
New York
$13.2K -$7.43K -16 -34%
RFS
2019
Richardson Financial Services
Massachusetts
$13.2K – – –
SIM
2020
Synergy Investment Management
Florida
$13.2K +$14.4K +31 New
CT
2021
Coastline Trust
Rhode Island
$12.8K – – –
HFS
2022
Hughes Financial Services
Virginia
$12.8K +$929 +2 +7%
RTL
2023
Red Tortoise LLC
Georgia
$12.7K – – –
GCM
2024
Gunpowder Capital Management
Maryland
$12.3K -$1.39K -3 -9%
GCP
2025
Gill Capital Partners
Colorado
$12.3K +$13.5K +29 New
79 80
81
82 83