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Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
2001
Uniting Wealth Partners
Kansas
$281K +$216K +1,980 New
USWIA
2002
UP Strategic Wealth Investment Advisors
Pennsylvania
$281K +$216K +1,980 New
FC
2003
Fusion Capital
South Carolina
$281K +$215K +1,978 New
LI
2004
LRI Investments
Florida
$280K +$13.2K +121 +0.5%
SMA
2005
Seven Mile Advisory
New Jersey
$277K -$28.1K -258 -12%
BWM
2006
Buckley Wealth Management
Nevada
$277K +$212K +1,950 New
FOA
2007
Five Oceans Advisors
California
$276K -$2.4K -22 -1%
EMC
2008
Everest Management Corp
California
$276K +$212K +1,947 New
EWA
2009
Evolution Wealth Advisors
Florida
$276K +$212K +1,947 New
GFA
2010
Gallagher Fiduciary Advisors
Illinois
$276K +$212K +1,945 New
AIM
2011
Acropolis Investment Management
Missouri
$276K +$6.21K +57 +3%
TWPM
2012
Total Wealth Planning & Management
Florida
$276K +$211K +1,942 New
IA
2013
IMZ Advisory
Florida
$276K -$257K -2,362 -57%
MVA
2014
Mount Vernon Associates
Maryland
$275K +$211K +1,935 New
MHR
2015
Matthew Hamilton Rosenberg
$275K -$6.97K -64 -3%
HNWAG
2016
High Net Worth Advisory Group
Florida
$274K -$7.84K -72 -4%
NRD
2017
Nebula Research & Development
New York
$274K +$210K +1,930 New
RT
2018
Rockland Trust
Massachusetts
$273K +$210K +1,925 New
AFO
2019
Arrowroot Family Office
California
$271K +$208K +1,913 New
KCPT
2020
Kingstone Capital Partners Texas
Texas
$271K +$208K +1,912 New
GPI
2021
General Partner Inc
Pennsylvania
$270K – – –
MIC
2022
Meridian Investment Counsel
California
$270K +$207K +1,900 New
KPWG
2023
KFA Private Wealth Group
Virginia
$269K +$207K +1,898 New
SHFP
2024
Second Half Financial Partners
Florida
$269K -$6.42K -59 -3%
AWCI
2025
Alpine Woods Capital Investors
New York
$269K +$206K +1,895 New
79 80
81
82 83