We are live on ! Find out more
VZ icon

Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2001
Ballast Advisors
Minnesota
$600K +$589K +9,766 New
HWM
2002
Howard Wealth Management
Connecticut
$600K +$590K +9,774 New
SIC
2003
Shoker Investment Counsel
Ohio
$596K +$483 +8 +0.1%
IF
2004
IRON Financial
Illinois
$596K +$38.1K +632 +7%
ORI
2005
Oak Ridge Investments
Illinois
$594K -$7.42K -123 -1%
HCA
2006
Harbour Capital Advisors
Virginia
$593K -$2.71K -45 -0.5%
AWA
2007
Acorn Wealth Advisors
Michigan
$593K +$6.45K +107 +1%
HT
2008
Heritage Trust
Oklahoma
$593K +$91.4K +1,516 +19%
GCM
2009
Grisanti Capital Management
New York
$592K – – –
DCM
2010
Dimension Capital Management
Florida
$591K – – –
GAM
2011
Garrison Asset Management
Arkansas
$590K – – –
PFM
2012
Peak Financial Management
Massachusetts
$589K – – –
CRWM
2013
Castle Rock Wealth Management
California
$588K +$23K +381 +4%
ACM
2014
AlphaStar Capital Management
North Carolina
$587K -$5.13K -85 -0.9%
JLBC
2015
J.L. Bainbridge & Co
Florida
$587K +$57.5K +954 +11%
CFA
2016
Capstone Financial Advisors
Illinois
$584K +$2.17K +36 +0.4%
MCA
2017
Magnolia Capital Advisors
Mississippi
$584K +$574K +9,511 New
WDL
2018
Well Done LLC
Michigan
$583K -$31.3K -519 -5%
PGAM
2019
Princeton Global Asset Management
New Jersey
$581K +$109K +1,815 +24%
CPC
2020
Cookson Peirce & Co
Pennsylvania
$580K -$26.4K -437 -4%
EWM
2021
Endurance Wealth Management
Rhode Island
$577K – – –
MFW
2022
Meristem Family Wealth
Minnesota
$575K +$81.9K +1,358 +17%
EA
2023
Emerald Advisors
Washington
$575K +$579K +9,603 New
PFA
2024
Paradigm Financial Advisors
Missouri
$573K +$14.5K +240 +3%
BBA
2025
Braun-Bostich & Associates
Pennsylvania
$572K +$37.6K +623 +7%
79 80
81
82 83