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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2001
Master's Wealth Management
Pennsylvania
$224K +$10.8K +108 +5%
PA
2002
PSI Advisors
Florida
$224K -$69K -692 -24%
FMTCOCP
2003
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$224K -$10.9K -109 -5%
DWAM
2004
Duncan Williams Asset Management
Tennessee
$223K -$3.09K -31 -1%
PGWM
2005
Parisi Gray Wealth Management
New Jersey
$223K +$8.48K +85 +4%
MCM
2006
MV Capital Management
Maryland
$223K +$3.09K +31 +1%
WWC
2007
Waypoint Wealth Counsel
Georgia
$223K +$212K +2,124 New
FHC
2008
First Heartland Consultants
Missouri
$223K -$25.7K -258 -11%
JWBC
2009
J.W. Burns & Co
New York
$223K +$211K +2,120 New
VC
2010
Veracity Capital
Georgia
$223K +$3.19K +32 +2%
RBWA
2011
RFG - Bristol Wealth Advisors
Massachusetts
$222K -$13.7K -137 -6%
SI
2012
Saxon Interests
Texas
$221K – – –
AWC
2013
Adamsbrown Wealth Consultants
Kansas
$221K -$16.4K -164 -7%
SWA
2014
Sax Wealth Advisors
New Jersey
$221K -$58.2K -584 -22%
IPW
2015
Inlet Private Wealth
Florida
$221K – – –
OPWM
2016
Oregon Pacific Wealth Management
Oregon
$221K +$210K +2,106 New
SIAG
2017
Safeguard Investment Advisory Group
California
$221K +$210K +2,104 New
PCH
2018
PGIM Custom Harvest
New Jersey
$221K -$1.5K -15 -0.7%
MMG
2019
Monetary Management Group
Missouri
$221K – – –
HI
2020
Hudock Inc
Pennsylvania
$221K +$4.49K +45 +2%
MCM
2021
Maple Capital Management
Vermont
$220K -$2.49K -25 -1%
FWP
2022
Falcon Wealth Planning
California
$220K +$209K +2,095 New
AIA
2023
Armor Investment Advisors
North Carolina
$220K +$598 +6 +0.3%
CICI
2024
Capital Investment Counsel Inc
North Carolina
$220K – – –
HGWM
2025
Horst & Graben Wealth Management
Oregon
$219K +$208K +2,088 New
79 80
81
82 83