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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
2001
Dynamic Wealth Strategies
California
$24.1K – – –
PWMG
2002
Private Wealth Management Group
New Jersey
$24K – – –
MWM
2003
Mascoma Wealth Management
New Hampshire
$22.7K -$2.25K -32 -8%
ISWM
2004
Intesa Sanpaolo Wealth Management
$22.1K -$1.95M -27,696 -99%
SIM
2005
Synergy Investment Management
Florida
$22.1K +$24.6K +350 New
CTWM
2006
Cherry Tree Wealth Management
Minnesota
$21.7K – – –
OC
2007
Oakworth Capital
Alabama
$21.7K – – –
EIM
2008
Essex Investment Management
Massachusetts
$21.2K – – –
MSWM
2009
Mowery & Schoenfeld Wealth Management
Illinois
$21K – – –
LAS
2010
Lloyd Advisory Services
Georgia
$20.6K -$6.9K -98 -23%
KFG
2011
Kingdom Financial Group
Arizona
$20.6K +$5.35K +76 +30%
SFS
2012
Sunrise Financial Services
Washington
$20.5K – – –
EWP
2013
Elevation Wealth Partners
California
$19.7K -$422 -6 -2%
SGK
2014
Steigerwald Gordon & Koch
Virginia
$19.6K – – –
TC
2015
Truvestments Capital
Florida
$19.5K -$9.57K -136 -31%
GWP
2016
Gen-Wealth Partners
Michigan
$19.3K +$21.5K +306 New
NSIM
2017
North Star Investment Management
Illinois
$19.1K +$3.8K +54 +22%
YAL
2018
Your Advocates Ltd
Texas
$19K – – –
GEA
2019
Glen Eagle Advisors
New Jersey
$18.6K – – –
JGCM
2020
Joseph Group Capital Management
Ohio
$18.1K -$1.69K -24 -8%
BDPWM
2021
Barnes Dennig Private Wealth Management
Ohio
$17.9K -$54.5K -774 -73%
BFS
2022
Bare Financial Services
Pennsylvania
$17.7K +$2.96K +42 +18%
AIS
2023
Advocate Investing Services
Maryland
$17.6K – – –
MWM
2024
Mosley Wealth Management
California
$17K +$19.3K +274 New
SA
2025
SRH Advisors
Kansas
$16.2K – – –
79 80
81
82 83