We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2001
Kurt F. Somerville
$1.56M +$8K +37 +0.5%
TC
2002
Titleist Capital
Texas
$1.56M -$11.2K -52 -0.7%
PBC
2003
Pavion Blue Capital
California
$1.56M +$156K +720 +11%
LPT
2004
Legacy Private Trust
Wisconsin
$1.55M -$5.41K -25 -0.4%
WIA
2005
Westbourne Investment Advisors
Maryland
$1.55M -$111K -515 -7%
AC
2006
Aristides Capital
Kentucky
$1.55M – – –
BRC
2007
Bell Rock Capital
Delaware
$1.54M -$336K -1,553 -18%
BOC
2008
Barbara Oil Co
Illinois
$1.54M – – –
PPWM
2009
Paragon Private Wealth Management
Kentucky
$1.54M +$39.6K +183 +3%
APP
2010
Alpha Paradigm Partners
Illinois
$1.54M +$942K +4,356 +169%
SWA
2011
Stratos Wealth Advisors
Ohio
$1.53M -$236K -1,093 -14%
PSP
2012
Principal Street Partners
Tennessee
$1.53M +$41.3K +191 +3%
WFI
2013
West Family Investments
California
$1.53M +$1.14M +5,260 +324%
RWB
2014
RMR Wealth Builders
New Jersey
$1.53M +$1.15M +5,327 +342%
SMA
2015
Sage Mountain Advisors
Georgia
$1.53M -$5.84K -27 -0.4%
LCM
2016
Leisure Capital Management
California
$1.52M +$50.8K +235 +4%
JGCM
2017
Joseph Group Capital Management
Ohio
$1.52M +$58.4K +270 +4%
FCFC
2018
First Commonwealth Financial Corp
Pennsylvania
$1.52M -$13.8K -64 -0.9%
TC
2019
Trust Company
Kansas
$1.52M +$503K +2,325 +51%
VWM
2020
Vigilare Wealth Management
Arizona
$1.51M -$288K -1,333 -16%
JWCA
2021
J.W. Coons Advisors
Ohio
$1.51M +$97.3K +450 +7%
CFG
2022
Cooper Financial Group
California
$1.51M +$615K +2,845 +72%
CSI
2023
Cross Staff Investments
New York
$1.51M +$10.2K +47 +0.7%
FWA
2024
FOCUS Wealth Advisors
Texas
$1.51M +$16.9K +78 +1%
AIM
2025
Aspen Investment Management
Michigan
$1.5M – – –
79 80
81
82 83