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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2001
Shilanski & Associates
Alaska
$460K -$6.22K -168 -1%
CFG
2002
Cooper Financial Group
California
$459K +$16.6K +448 +4%
PCFFS
2003
Pacific Center for Financial Services
California
$459K +$4.22K +114 +0.9%
VFPW
2004
Vantage Financial Partners (Wisconsin)
Wisconsin
$459K -$2.04K -55 -0.4%
I2I
2005
Insight 2811 Inc
Illinois
$459K +$6.48K +175 +1%
NGA
2006
Naples Global Advisors
Florida
$458K -$140K -3,778 -23%
MWA
2007
Meridian Wealth Advisors
Texas
$458K -$180K -4,871 -28%
AAP
2008
Arax Advisory Partners
Colorado
$456K -$153K -4,141 -25%
CIA
2009
Cape Investment Advisory
Georgia
$456K +$31.1K +840 +7%
IAG
2010
Investmark Advisory Group
Connecticut
$455K +$21.2K +573 +5%
AMR
2011
Asset Management Resources
Massachusetts
$452K +$450K +12,166 New
NFA
2012
Northern Financial Advisors
Michigan
$452K +$151K +4,068 +50%
AP
2013
Advisors Preferred
Maryland
$451K -$20.5K -553 -4%
AIM
2014
Alhambra Investment Management
Florida
$450K +$5.33K +144 +1%
CHAM
2015
Clear Harbor Asset Management
Connecticut
$450K -$7.88K -213 -2%
CF
2016
Copperwynd Financial
Arizona
$450K +$32.4K +875 +8%
WA
2017
WBH Advisory
Maryland
$450K -$185K -4,992 -29%
OCM
2018
One Capital Management
California
$448K -$136K -3,687 -23%
TFCP
2019
Twin Focus Capital Partners
Massachusetts
$447K +$173K +4,671 +64%
LL
2020
LWMG LLC
Minnesota
$447K -$52.6K -1,420 -11%
CA
2021
Cresta Advisors
Texas
$447K – – –
ECU
2022
Eisler Capital (US)
New York
$446K +$444K +12,000 New
SFC
2023
Strategic Financial Concepts
Texas
$446K +$30.3K +819 +7%
C
2024
Certuity
Florida
$444K +$31K +838 +8%
SRG
2025
SBB Research Group
Illinois
$442K +$440K +11,898 New
79 80
81
82 83