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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2001
D'Orazio & Associates
Virginia
$220K -$11.8K -97 -5%
SFG
2002
Sovereign Financial Group
Connecticut
$219K +$3.64K +30 +2%
GGS
2003
Galvin Gaustad & Stein
Arizona
$219K -$267K -2,198 -53%
SFP
2004
Strategic Financial Partners
Oregon
$218K – – –
LSA
2005
Lion Street Advisors
Texas
$217K -$3.64K -30 -2%
SCM
2006
Schnieders Capital Management
California
$217K – – –
AB
2007
Atlas Brown
Kentucky
$217K +$231K +1,899 New
SHWM
2008
Smith & Howard Wealth Management
Georgia
$217K – – –
RPCONE
2009
Retirement Planning Company of New England
Rhode Island
$217K +$850 +7 +0.4%
PL
2010
Parthenon LLC
Kentucky
$217K – – –
HKIMG
2011
Hutchens & Kramer Investment Management Group
Indiana
$217K -$2.92K -24 -1%
SFC
2012
SYM Financial Corp
Indiana
$217K +$230K +1,894 New
USB
2013
Union Savings Bank
Connecticut
$216K +$12.5K +103 +6%
LAM
2014
LifePro Asset Management
California
$216K +$5.95K +49 +3%
IGWM
2015
ICA Group Wealth Management
Colorado
$215K -$149K -1,226 -40%
JCFM
2016
JBR Co Financial Management
Oklahoma
$214K – – –
FIC
2017
Family Investment Center
Missouri
$214K +$24.3K +200 +12%
TSWM
2018
Tyler-Stone Wealth Management
Ohio
$214K +$48.7K +401 +27%
HIM
2019
Hanlon Investment Management
New Jersey
$214K +$28.3K +233 +14%
SAM
2020
Summit Asset Management
Tennessee
$213K +$121 +1 +0.1%
HSWM
2021
Hubbell Strickland Wealth Management
Louisiana
$212K +$121 +1 +0.1%
OHWP
2022
Oak Harbor Wealth Partners
North Carolina
$212K -$51.6K -425 -19%
BFW
2023
Brady Family Wealth
Missouri
$212K – – –
FWTB
2024
First Western Trust Bank
Colorado
$211K -$23.3K -192 -9%
ODIJL
2025
One Day In July LLC
Vermont
$211K +$17.4K +143 +8%
79 80
81
82 83