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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2001
West Paces Advisors
Georgia
$132K -$49.7K -698 -27%
SWA
2002
SOA Wealth Advisors
New York
$130K +$640 +9 +0.5%
FWM
2003
Focused Wealth Management
New York
$128K -$5.91K -83 -4%
LFG
2004
Larson Financial Group
Missouri
$126K +$16.5K +232 +15%
IGWM
2005
ICA Group Wealth Management
Colorado
$125K -$54.4K -765 -30%
SOAMC
2006
Spirit of America Management Corp
New York
$125K -$313K -4,400 -71%
HB
2007
Horizon Bancorp
Indiana
$125K +$108K +1,524 +527%
TCWA
2008
Ten Capital Wealth Advisors
Washington
$123K +$9.82K +138 +8%
PWMG
2009
Prestige Wealth Management Group
New Jersey
$123K -$264K -3,706 -68%
SFFS
2010
Stonehage Fleming Financial Services
Jersey
$123K – – –
WTA
2011
Washington Trust Advisors
Massachusetts
$121K -$23.8K -335 -16%
MIM
2012
Meridiem Investment Management
United Kingdom
$119K -$23.8K -335 -16%
WOC
2013
West Oak Capital
California
$117K – – –
SFM
2014
Systematic Financial Management
New Jersey
$117K – – –
GFA
2015
Gifford Fong Associates
California
$116K – – –
CT
2016
Clearstead Trust
Maine
$114K -$4.98K -70 -4%
CTA
2017
Colonial Trust Advisors
South Carolina
$112K -$6.9K -97 -6%
MWM
2018
Mascoma Wealth Management
New Hampshire
$110K -$2.35K -33 -2%
AP
2019
Arlington Partners
Alabama
$109K -$46.7K -656 -29%
LFASL
2020
Lugano Financial Advisors SA (LFA)
Switzerland
$107K +$4.06K +57 +4%
TCA
2021
Trifecta Capital Advisors
Illinois
$107K +$783 +11 +0.7%
MCM
2022
MV Capital Management
Maryland
$103K -$4.27K -60 -4%
SWM
2023
Sugarloaf Wealth Management
Georgia
$103K +$712 +10 +0.7%
UIA
2024
Ulland Investment Advisors
Minnesota
$102K +$26.3K +370 +33%
CCA
2025
Column Capital Advisors
Indiana
$101K – – –
79 80
81
82 83