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ASML
ASML

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2001
Kanawha Capital Management
Virginia
$312K +$6.37K +4 +3%
KJHP
2002
K.J. Harrison & Partners
Ontario, Canada
$312K +$250K +157 New
SGCM
2003
Sanchez Gaunt Capital Management
Nevada
$312K +$250K +157 New
MWC
2004
MBM Wealth Consultants
Missouri
$310K +$12.7K +8 +5%
FFG
2005
First Financial Group
North Carolina
$308K – – –
BMCM
2006
Bryn Mawr Capital Management
Pennsylvania
$307K +$245K +154 New
AP
2007
Arlington Partners
Alabama
$306K – – –
CPWA
2008
Cerro Pacific Wealth Advisors
California
$306K +$245K +154 New
FCM
2009
Fortis Capital Management
Washington
$305K -$9.55K -6 -4%
HFP
2010
Holistic Financial Partners
Indiana
$304K -$4.78K -3 -2%
CWWM
2011
Clear Wave Wealth Management
New Jersey
$304K -$3.18K -2 -1%
WPA
2012
Wealth Preservation Advisors
Tennessee
$302K +$103K +65 +75%
PFG
2013
Prospect Financial Group
Virginia
$302K +$242K +152 New
V
2014
Viaable
Pennsylvania
$302K +$261K +164 New
EFG
2015
Embree Financial Group
Illinois
$300K +$240K +151 New
IA
2016
Invested Advisors
Pennsylvania
$298K -$38.2K -24 -14%
BIM
2017
Barton Investment Management
Pennsylvania
$298K +$239K +150 New
HCMG
2018
Howard Capital Management Group
California
$298K +$239K +150 New
WDL
2019
Well Done LLC
Michigan
$298K +$239K +150 New
PCM
2020
Prospera Capital Management
Arizona
$297K – – –
PFM
2021
Phillips Financial Management
Indiana
$296K -$6.37K -4 -3%
CWMGO
2022
Capstone Wealth Management Group (Oregon)
Oregon
$294K +$236K +148 New
DJYG
2023
David J. Yvars Group
Florida
$294K +$236K +148 New
FPW
2024
Fairvoy Private Wealth
Alabama
$294K +$236K +148 New
FFO
2025
Fiduciary Family Office
Florida
$294K +$236K +148 New
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