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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2001
Gray Wealth Management
Maine
$260K +$689 +3 +0.3%
HFS
2002
Hantz Financial Services
Michigan
$259K -$33.1K -144 -12%
SAA
2003
Southeast Asset Advisors
Georgia
$259K – – –
GWANC
2004
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K -$33.8K -147 -12%
FCFC
2005
First Commonwealth Financial Corp
Pennsylvania
$258K -$17.5K -76 -7%
TFP
2006
Tilia Fiduciary Partners
North Carolina
$258K +$460 +2 +0.2%
CISOA
2007
Capital Investment Services of America
Wisconsin
$257K – – –
SDAM
2008
Shulman DeMeo Asset Management
New York
$257K +$1.38K +6 +0.6%
LCM
2009
LCM Capital Management
Illinois
$257K +$3.91K +17 +2%
SFG
2010
Sovereign Financial Group
Connecticut
$257K +$9.42K +41 +4%
HFM
2011
Harvest Fund Management
China
$257K +$154K +669 +169%
PWM
2012
PRW Wealth Management
Massachusetts
$256K -$1.61K -7 -0.7%
FMP
2013
Financial Management Professionals
Texas
$256K +$40.7K +177 +20%
PO
2014
Private Ocean
California
$254K -$30.3K -132 -11%
FPIS
2015
Financial Planning & Information Services
Wisconsin
$254K -$3.45K -15 -1%
FC
2016
Fulcrum Capital
Washington
$254K – – –
CNB
2017
Camden National Bank
Maine
$251K -$2.99K -13 -1%
SC
2018
Schulhoff & Co
Ohio
$251K – – –
RWA
2019
Redmont Wealth Advisors
Illinois
$251K +$9.19K +40 +4%
CCA
2020
Cobblestone Capital Advisors
New York
$251K +$11.5K +50 +5%
FOA
2021
Five Oceans Advisors
California
$251K +$14.5K +63 +6%
MWM
2022
Marietta Wealth Management
Georgia
$250K -$489K -2,130 -67%
GFP
2023
Gryphon Financial Partners
Ohio
$250K -$2.3K -10 -1%
FNWM
2024
Financial Network Wealth Management
Utah
$250K – – –
SPFA
2025
Summit Place Financial Advisors
New Jersey
$250K – – –