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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Scissortail Wealth Management
Oklahoma
$207K +$785 +3 New
GWM
2002
Gibbs Wealth Management
Georgia
$207K +$196K +748 New
CPRC
2003
Consolidated Portfolio Review Corp
New York
$207K +$195K +747 New
HFS
2004
Heritage Financial Services
Massachusetts
$207K +$195K +747 New
BFWA
2005
Benchmark Financial Wealth Advisors
Florida
$207K +$195K +747 New
SFC
2006
SYM Financial Corp
Indiana
$206K +$195K +745 New
MFGM
2007
Marshall Financial Group (Maryland)
Maryland
$206K +$195K +744 New
SPWG
2008
Syntegra Private Wealth Group
Missouri
$206K +$195K +744 New
PSIWM
2009
Paradigm Strategies in Wealth Management
Minnesota
$206K +$195K +744 New
STB
2010
S&T Bank
Pennsylvania
$205K +$194K +743 New
ECM
2011
EagleClaw Capital Management
Massachusetts
$205K +$194K +740 New
MFGP
2012
Marshall Financial Group (Pennsylvania)
Pennsylvania
$204K +$193K +738 New
VC
2013
Veracity Capital
Georgia
$204K +$193K +737 New
SHFP
2014
Second Half Financial Partners
Florida
$204K +$192K +736 New
WGC
2015
Watts Gwilliam & Co
Arizona
$204K +$186K +713 New
AW
2016
Avion Wealth
Texas
$203K +$2.35K +9 +1%
SIAG
2017
Signet Investment Advisory Group
Rhode Island
$202K +$191K +730 New
KFA
2018
Kelleher Financial Advisors
New York
$202K +$191K +729 New
AFA
2019
American Financial Advisors
Georgia
$202K +$191K +729 New
TWA
2020
TCI Wealth Advisors
Arizona
$201K +$190K +727 New
VWM
2021
Vigilare Wealth Management
Arizona
$201K +$190K +726 New
WA
2022
WESPAC Advisors
California
$201K +$190K +726 New
GG
2023
GenWealth Group
New Jersey
$201K +$190K +725 New
PGAM
2024
Princeton Global Asset Management
New Jersey
$200K +$120K +460 +174%
CAS
2025
Coppell Advisory Solutions
Texas
$197K – – –
79 80
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82 83