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Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
2001
EHP Funds Inc
Canada
$721K -$345K -6,820 -32%
TWM
2002
Tradition Wealth Management
Minnesota
$721K -$3.69K -73 -0.5%
SJIM
2003
St. Johns Investment Management
Florida
$719K +$1.82K +36 +0.3%
DI
2004
Diligent Investors
California
$719K +$53.5K +1,057 +8%
SFA
2005
Souders Financial Advisors
Ohio
$718K +$17.9K +353 +3%
PPG
2006
Peak Planning Group
Colorado
$718K +$715K +14,143 New
RB
2007
Richmond Brothers
Michigan
$717K -$89K -1,759 -11%
CFFP
2008
Center for Financial Planning
Michigan
$715K -$75.9K -1,501 -10%
RTS
2009
Round Table Services
New Jersey
$715K +$759 +15 +0.1%
IP
2010
Ignite Planners
California
$714K +$51 +1 +0%
RRA
2011
Round Rock Advisors
Connecticut
$714K +$147K +2,899 +26%
BFA
2012
Beaumont Financial Advisors
Massachusetts
$712K -$60.8K -1,201 -8%
SIG
2013
Sargent Investment Group
Maryland
$712K +$22.8K +450 +3%
MIA
2014
MMBG Investment Advisors
Florida
$712K +$154K +3,050 +28%
OCM
2015
Orion Capital Management
California
$710K -$124K -2,452 -15%
GA
2016
Geller Advisors
New York
$710K -$8.14K -161 -1%
VCS
2017
Vaughan & Co Securities
New Jersey
$708K -$30.4K -600 -4%
PI
2018
PEAK6 Investments
Illinois
$708K +$962K +19,026 New
SBL
2019
Sargent Bickham Lagudis
Colorado
$707K +$18.7K +369 +3%
MS
2020
Madden Securities
Texas
$703K +$5.21K +103 +0.7%
SIA
2021
Soltis Investment Advisors
Utah
$702K +$103K +2,029 +17%
WA
2022
Wealth Advisors
California
$700K +$37.9K +750 +6%
PP
2023
PDS Planning
Ohio
$700K +$63.3K +1,252 +10%
CBA
2024
Coastal Bridge Advisors
Connecticut
$700K +$100K +1,984 +17%
MPCG
2025
Matrix Private Capital Group
New York
$698K -$24.3K -481 -3%
79 80
81
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