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VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2001
American Capital Advisory
Idaho
$6.03K +$634 +2 +13%
ADL
2002
Asset Dedication LLC
California
$6.03K +$5.71K +18 New
CWM
2003
Copia Wealth Management
Oregon
$5.69K – – –
BFS
2004
Bare Financial Services
Pennsylvania
$5.36K +$634 +2 +14%
CMA
2005
Cedar Mountain Advisors
Oregon
$4.69K +$634 +2 +17%
MWM
2006
Mascoma Wealth Management
New Hampshire
$4.35K +$2.85K +9 +225%
NB
2007
NBH Bank
Colorado
$4.35K +$4.12K +13 New
RWM
2008
RMG Wealth Management
Wisconsin
$4.33K -$13K -41 -73%
CT
2009
Colonial Trust
South Carolina
$4.23K +$1.59K +5 +63%
RCM
2010
Ravenstone Capital Management
$4.02K -$46.9K -148 -93%
DCM
2011
Davis Capital Management
Florida
$4.02K +$2.22K +7 +140%
DRP
2012
Decker Retirement Planning
Utah
$4.02K +$3.81K +12 New
FMB
2013
Field & Main Bank
Kentucky
$4.02K +$3.81K +12 New
PB
2014
Prosperity Bancshares
Texas
$4.02K +$3.81K +12 New
BCH
2015
Berkshire Capital Holdings
California
$3.35K -$17.2M -54,150 -100%
NB
2016
NBT Bank
New York
$3.35K -$6.34K -20 -67%
1IA
2017
1620 Investment Advisors
Massachusetts
$3.35K – – –
LG
2018
LAM Group
Oregon
$3.35K – – –
MO
2019
McMillan Office
Michigan
$3.35K +$3.17K +10 New
SNB
2020
Security National Bank
Nebraska
$3.35K +$3.17K +10 New
WBWA
2021
William B. Walkup & Associates
South Carolina
$3.35K +$3.17K +10 New
TAP
2022
Tounjian Advisory Partners
Florida
$3.01K +$2.85K +9 New
OAJ
2023
Ogorek Anthony Joseph
New York
$3K – – –
CFG
2024
CKW Financial Group
Hawaii
$3K +$2.85K +9 New
AWM
2025
Abound Wealth Management
Tennessee
$2.99K -$13.6K -43 -83%
79 80
81
82 83