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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2001
Pacific Center for Financial Services
California
$459K +$4.22K +114 +0.9%
VFPW
2002
Vantage Financial Partners (Wisconsin)
Wisconsin
$459K -$2.04K -55 -0.4%
I2I
2003
Insight 2811 Inc
Illinois
$459K +$6.48K +175 +1%
NGA
2004
Naples Global Advisors
Florida
$458K -$140K -3,778 -23%
MWA
2005
Meridian Wealth Advisors
Texas
$458K -$180K -4,871 -28%
AAP
2006
Arax Advisory Partners
Colorado
$456K -$153K -4,141 -25%
CIA
2007
Cape Investment Advisory
Georgia
$456K +$31.1K +840 +7%
IAG
2008
Investmark Advisory Group
Connecticut
$455K +$21.2K +573 +5%
AMR
2009
Asset Management Resources
Massachusetts
$452K +$450K +12,166 New
NFA
2010
Northern Financial Advisors
Michigan
$452K +$151K +4,068 +50%
AP
2011
Advisors Preferred
Maryland
$451K -$20.5K -553 -4%
AIM
2012
Alhambra Investment Management
Florida
$450K +$5.33K +144 +1%
CHAM
2013
Clear Harbor Asset Management
Connecticut
$450K -$7.88K -213 -2%
CF
2014
Copperwynd Financial
Arizona
$450K +$32.4K +875 +8%
WA
2015
WBH Advisory
Maryland
$450K -$185K -4,992 -29%
OCM
2016
One Capital Management
California
$448K -$136K -3,687 -23%
TFCP
2017
Twin Focus Capital Partners
Massachusetts
$447K +$173K +4,671 +64%
LL
2018
LWMG LLC
Minnesota
$447K -$52.6K -1,420 -11%
CA
2019
Cresta Advisors
Texas
$447K – – –
ECU
2020
Eisler Capital (US)
New York
$446K +$444K +12,000 New
SFC
2021
Strategic Financial Concepts
Texas
$446K +$30.3K +819 +7%
C
2022
Certuity
Florida
$444K +$31K +838 +8%
SRG
2023
SBB Research Group
Illinois
$442K +$440K +11,898 New
SIG
2024
Sargent Investment Group
Maryland
$441K -$91K -2,459 -17%
CYG
2025
Clean Yield Group
Vermont
$439K -$32.6K -882 -7%
79 80
81
82 83