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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2001
Pegasus Partners
Wisconsin
$478K -$186K -1,761 -28%
CIM
2002
CIM Investment Management
Pennsylvania
$477K -$2.64K -25 -0.5%
LWA
2003
Lineweaver Wealth Advisors
Ohio
$476K -$3.06K -29 -0.6%
AP
2004
Atwood & Palmer
Missouri
$475K – – –
EIG
2005
Ellenbecker Investment Group
Wisconsin
$475K +$75.7K +717 +19%
BWM
2006
Birchcreek Wealth Management
Ohio
$473K +$32.4K +307 +7%
JLBC
2007
J.L. Bainbridge & Co
Florida
$472K -$5.49K -52 -1%
DI
2008
DFPG Investments
Utah
$472K +$40.7K +386 +9%
GG
2009
Golden Green
South Carolina
$471K -$739 -7 -0.2%
GFP
2010
Gryphon Financial Partners
Ohio
$470K -$36.3K -344 -7%
IFG
2011
Investors Financial Group
Minnesota
$470K +$44K +417 +10%
AW
2012
Avion Wealth
Texas
$468K +$367K +3,472 +348%
LDFR
2013
Lehman & Derafelo Financial Resources
Pennsylvania
$467K -$29K -275 -6%
CCM
2014
Chiron Capital Management
Florida
$465K -$68.6K -650 -13%
VCM
2015
Versant Capital Management
Arizona
$464K -$135K -1,279 -22%
RW
2016
Rede Wealth
Virginia
$464K +$10.6K +100 +2%
AIFAIM
2017
American Institute for Advanced Investment Management
Arizona
$464K +$213K +2,013 +83%
BWLSA
2018
Blue Water Life Science Advisors
California
$463K – – –
AAP
2019
Arax Advisory Partners
Colorado
$463K +$467K +4,423 New
RIM
2020
Rockbridge Investment Management
New York
$461K -$85.7K -812 -16%
B
2021
Bridgeworth
Alabama
$461K -$57.6K -546 -11%
TF
2022
Trek Financial
Arizona
$460K +$240K +2,270 +107%
AA
2023
AF Advisors
California
$458K – – –
HA
2024
Harbor Advisors
Florida
$458K – – –
DOA
2025
D'Orazio & Associates
Virginia
$458K +$183K +1,735 +66%
79 80
81
82 83