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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
2001
Lumature Wealth Partners
Georgia
$479K +$235K +2,222 +95%
PP
2002
Pegasus Partners
Wisconsin
$478K -$186K -1,761 -28%
CIM
2003
CIM Investment Management
Pennsylvania
$477K -$2.64K -25 -0.5%
LWA
2004
Lineweaver Wealth Advisors
Ohio
$476K -$3.06K -29 -0.6%
AP
2005
Atwood & Palmer
Missouri
$475K – – –
EIG
2006
Ellenbecker Investment Group
Wisconsin
$475K +$75.7K +717 +19%
BWM
2007
Birchcreek Wealth Management
Ohio
$473K +$32.4K +307 +7%
JLBC
2008
J.L. Bainbridge & Co
Florida
$472K -$5.49K -52 -1%
DI
2009
DFPG Investments
Utah
$472K +$40.7K +386 +9%
GG
2010
Golden Green
South Carolina
$471K -$739 -7 -0.2%
GFP
2011
Gryphon Financial Partners
Ohio
$470K -$36.3K -344 -7%
IFG
2012
Investors Financial Group
Minnesota
$470K +$44K +417 +10%
AW
2013
Avion Wealth
Texas
$468K +$367K +3,472 +348%
LDFR
2014
Lehman & Derafelo Financial Resources
Pennsylvania
$467K -$29K -275 -6%
CCM
2015
Chiron Capital Management
Florida
$465K -$68.6K -650 -13%
VCM
2016
Versant Capital Management
Arizona
$464K -$135K -1,279 -22%
RW
2017
Rede Wealth
Virginia
$464K +$10.6K +100 +2%
AIFAIM
2018
American Institute for Advanced Investment Management
Arizona
$464K +$213K +2,013 +83%
BWLSA
2019
Blue Water Life Science Advisors
California
$463K – – –
AAP
2020
Arax Advisory Partners
Colorado
$463K +$467K +4,423 New
RIM
2021
Rockbridge Investment Management
New York
$461K -$85.7K -812 -16%
B
2022
Bridgeworth
Alabama
$461K -$57.6K -546 -11%
TF
2023
Trek Financial
Arizona
$460K +$240K +2,270 +107%
AA
2024
AF Advisors
California
$458K – – –
HA
2025
Harbor Advisors
Florida
$458K – – –
79 80
81
82 83