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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2001
Callan Family Office
Pennsylvania
$17.1M +$5.73M +25,653 +54%
SFA
2002
Souders Financial Advisors
Ohio
$17.1M -$785K -3,516 -5%
FI
2003
Financial Insights
Washington
$17.1M -$6.91M -30,939 -30%
JF
2004
JSF Financial
California
$17.1M -$164K -734 -1%
CWM
2005
Centurion Wealth Management
Virginia
$17.1M +$16.3M +73,182 New
SFCL
2006
Strengthening Families & Communities LLC
Massachusetts
$17M +$238K +1,065 +1%
QWP
2007
Quotient Wealth Partners
Texas
$17M -$154K -690 -0.9%
KA
2008
Kercheville Advisors
Texas
$17M -$18.8K -84 -0.1%
KIG
2009
Kennedy Investment Group
New Jersey
$17M -$223K -999 -1%
RGC
2010
Roberts, Glore & Co
Illinois
$17M -$289K -1,293 -2%
BB
2011
Burford Brothers
Texas
$17M +$71.9K +322 +0.4%
HCC
2012
Hirtle Callaghan & Co
Pennsylvania
$17M +$343K +1,535 +2%
DWMS
2013
Dominguez Wealth Management Solutions
Virginia
$17M -$7.15K -32 -0%
KNW
2014
Kesler Norman & Wride
Utah
$17M -$1.84M -8,232 -10%
SM
2015
Sweeney & Michel
California
$17M -$27.9K -125 -0.2%
MIM
2016
Moseley Investment Management
Florida
$17M -$477K -2,136 -3%
CWA
2017
Consilium Wealth Advisory
Texas
$16.9M +$164K +735 +1%
IDA
2018
Intelligence Driven Advisers
California
$16.9M +$387K +1,734 +2%
BWP
2019
Balboa Wealth Partners
Arizona
$16.9M -$931K -4,171 -5%
CRIG
2020
Charter Research & Investment Group
Connecticut
$16.9M -$408K -1,828 -2%
ATC
2021
Adirondack Trust Company
New York
$16.9M -$84.9K -380 -0.5%
SP
2022
Stablepoint Partners
Massachusetts
$16.9M -$181K -812 -1%
MAWA
2023
Moss Adams Wealth Advisors
Washington
$16.9M +$1.1M +4,908 +7%
GCM
2024
Gladius Capital Management
Illinois
$16.8M +$6.02M +26,974 +60%
LCAM
2025
London & Capital Asset Management
United Kingdom
$16.8M +$1.55M +6,945 +11%
79 80
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