We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
RM
2001
Resource Management
Louisiana
$959K +$31K +155 +3%
PC
2002
Provenire Capital
Minnesota
$956K -$1.68M -8,399 -64%
CL
2003
CPWM LLC
Washington
$956K -$8.79K -44 -0.9%
ACM
2004
Argent Capital Management
Missouri
$954K – – –
BCA
2005
Berman Capital Advisors
Georgia
$953K -$176K -883 -16%
ACA
2006
Affinity Capital Advisors
California
$952K +$455K +2,276 +92%
LFA
2007
Legacy Financial Advisors
Kentucky
$946K +$945K +4,733 New
WCM
2008
Windsor Capital Management
Arizona
$945K -$26K -130 -3%
EA
2009
Emerald Advisers
Pennsylvania
$945K – – –
BCM
2010
Bayesian Capital Management
New York
$942K +$941K +4,711 New
TNA
2011
True North Advisors
Texas
$937K +$114K +570 +14%
FHC
2012
First Horizon Corporation
Tennessee
$934K +$934K +4,674 New
HCM
2013
Horiko Capital Management
New York
$926K – – –
HFS
2014
Haverford Financial Services
Pennsylvania
$920K – – –
RHAM
2015
Round Hill Asset Management
California
$917K +$915K +4,581 New
GIM
2016
Groesbeck Investment Management
New Jersey
$916K -$20K -100 -2%
AWM
2017
Atticus Wealth Management
Florida
$914K -$5.59K -28 -0.6%
BWA
2018
BDO Wealth Advisors
Florida
$914K +$9.99K +50 +1%
PIA
2019
Pinion Investment Advisors
Kansas
$913K – – –
RWA
2020
Ropes Wealth Advisors
Massachusetts
$913K +$89.1K +446 +11%
CCC
2021
Chelsea Counsel Company
California
$910K -$20.8K -104 -2%
WFMPM
2022
Woodley Farra Manion Portfolio Management
Indiana
$909K -$30K -150 -3%
SWA
2023
Stratos Wealth Advisors
Ohio
$907K +$144K +722 +19%
MS
2024
Madden Securities
Texas
$906K +$402K +2,015 +80%
CNBT
2025
Cornerstone National Bank & Trust
Illinois
$903K -$19K -95 -2%
79 80
81
82 83