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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
2001
Aspen Wealth Strategies
Colorado
$1.09M -$148 -2 -0%
PA
2002
Promethium Advisors
Maryland
$1.09M -$9.28K -125 -0.9%
BAM
2003
BOS Asset Management
Illinois
$1.08M +$9.94K +134 +1%
TPWA
2004
TRUE Private Wealth Advisors
Oregon
$1.08M -$26.5K -357 -2%
TW
2005
TritonPoint Wealth
Maryland
$1.08M -$607K -8,183 -37%
SI
2006
Severin Investments
Missouri
$1.08M +$4.38K +59 +0.4%
AGP
2007
Autumn Glory Partners
Texas
$1.08M +$50.4K +679 +5%
EPW
2008
Endeavor Private Wealth
Kansas
$1.08M +$3.49K +47 +0.3%
MWS
2009
MFA Wealth Services
California
$1.08M +$112K +1,510 +12%
BMC
2010
Beaton Management Company
Massachusetts
$1.08M – – –
MFS
2011
Monetta Financial Services
Illinois
$1.08M – – –
UFF
2012
USA Financial Formulas
Michigan
$1.08M -$1.8M -24,265 -63%
LWAM
2013
Legacy Wealth Asset Management
Minnesota
$1.07M -$4.9K -66 -0.5%
UAML
2014
US Asset Management LLC
Pennsylvania
$1.07M -$9.79K -132 -0.9%
WEG
2015
World Equity Group
Illinois
$1.07M +$2.89K +39 +0.3%
QPWM
2016
Quadrant Private Wealth Management
Pennsylvania
$1.07M +$34.7K +468 +3%
BFG
2017
Beto Financial Group
Idaho
$1.07M +$984K +13,256 New
SQA
2018
Simon Quick Advisors
New Jersey
$1.07M +$62.2K +838 +6%
CAM
2019
Campion Asset Management
Virginia
$1.07M -$21K -283 -2%
WTB
2020
Washington Trust Bank
Washington
$1.06M +$47K +633 +5%
AWM
2021
Aberdeen Wealth Management
Illinois
$1.06M -$23.3K -314 -2%
HAM
2022
Harmony Asset Management
Arizona
$1.06M +$2.15K +29 +0.2%
TA
2023
TCM Advisors
West Virginia
$1.06M – – –
BF
2024
Brucke Financial
Indiana
$1.06M -$101K -1,356 -9%
SWP
2025
Strategic Wealth Partners
Ohio
$1.06M -$22K -297 -2%
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