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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2001
Narwhal Capital Management
Georgia
$238K -$28.2K -714 -11%
HP
2002
Hilltop Partners
Indiana
$238K +$225K +5,699 New
HGERS
2003
Householder Group Estate & Retirement Specialist
Arizona
$237K -$7.86K -199 -3%
AIA
2004
Armor Investment Advisors
North Carolina
$236K -$10.2K -258 -4%
EPP
2005
ETF Portfolio Partners
Kansas
$235K
VC
2006
Veracity Capital
Georgia
$234K +$4.58K +116 +2%
ACG
2007
Allen Capital Group
Nebraska
$234K +$221K +5,608 New
IBOK
2008
Independence Bank of Kentucky
Kentucky
$233K -$28.8K -730 -12%
PIA
2009
Perennial Investment Advisors
California
$232K -$58.2K -1,475 -21%
SL
2010
Sentinus LLC
Illinois
$232K +$219K +5,559 New
TF
2011
Tompkins Financial
New York
$232K -$159K -4,026 -42%
USWIA
2012
UP Strategic Wealth Investment Advisors
Pennsylvania
$232K +$219K +5,544 New
WC
2013
Whitney & Co
New York
$232K -$14.1K -357 -6%
FNWM
2014
Financial Network Wealth Management
Utah
$231K
FLI
2015
Family Legacy Inc
South Carolina
$231K -$1.1K -28 -0.5%
CIA
2016
Compass Ion Advisors
Pennsylvania
$231K +$218K +5,523 New
TA
2017
TrueWealth Advisors
Alabama
$231K -$70K -1,772 -24%
JSA
2018
Jacobson & Schmitt Advisors
Wisconsin
$230K -$2.33K -59 -1%
VP
2019
Verum Partners
North Carolina
$230K -$6.47K -164 -3%
IIM
2020
Ipswich Investment Management
Massachusetts
$229K -$47.4K -1,200 -18%
RFP
2021
Root Financial Partners
California
$229K +$216K +5,476 New
IF
2022
Integrity Financial
Wyoming
$229K
WFS
2023
Widmann Financial Services
Maryland
$228K
FTC
2024
Farmers Trust Company
Ohio
$228K +$215K +5,451 New
LIG
2025
Lokken Investment Group
Delaware
$228K -$862K -21,832 -80%