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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2001
TruWealth Advisors
Louisiana
$232K -$67.7K -638 -21%
PMWMG
2002
Parr McKnight Wealth Management Group
Minnesota
$232K +$248K +2,340 New
EWM
2003
Elevatus Welath Management
New York
$232K +$22.3K +210 +10%
MAWA
2004
Moss Adams Wealth Advisors
Washington
$232K -$18.5K -174 -7%
SFP
2005
Strategic Financial Partners
Oregon
$231K +$45.1K +425 +22%
MW
2006
MBL Wealth
North Carolina
$231K +$247K +2,331 New
GAM
2007
Grandview Asset Management
Pennsylvania
$231K +$1.27K +12 +0.5%
SWM
2008
SpringVest Wealth Management
Texas
$231K +$247K +2,329 New
BCM
2009
Becker Capital Management
Oregon
$231K -$1.7K -16 -0.7%
FMN
2010
Financial Management Network
California
$231K +$1.59K +15 +0.7%
HCM
2011
Hengehold Capital Management
Ohio
$231K +$19.2K +181 +8%
GCA
2012
Gallagher Capital Advisors
Texas
$231K +$247K +2,327 New
GWM
2013
GDS Wealth Management
Texas
$230K +$28.3K +267 +13%
SFO
2014
Stokes Family Office
Louisiana
$230K +$33.4K +315 +16%
SSA
2015
South Street Advisors
New York
$229K +$106 +1 +0%
AFT
2016
Alpha Family Trust
California
$229K -$51.5K -485 -17%
AW
2017
Avion Wealth
Texas
$227K +$1.59K +15 +0.7%
CLOS
2018
Compagnie Lombard Odier SCmA
Switzerland
$227K +$203K +1,912 +510%
LWM
2019
Lionshead Wealth Management
New York
$226K +$242K +2,282 New
WW
2020
Waterfront Wealth
Kansas
$226K +$531 +5 +0.2%
SMWM
2021
Silvia McColl Wealth Management
California
$226K -$8.92K -84 -4%
AWC
2022
Adamsbrown Wealth Consultants
Kansas
$225K +$1.06K +10 +0.4%
O
2023
Ossiam
France
$225K -$50.8M -478,858 -100%
TPA
2024
Trivium Point Advisory
Connecticut
$225K +$240K +2,264 New
SFS
2025
Strategic Financial Services
New York
$224K – – –
79 80
81
82 83