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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2001
Northwest Quadrant Wealth Management
Oregon
$1.08M +$11.2K +67 +1%
AP
2002
Arlington Partners
Alabama
$1.08M +$218K +1,303 +25%
KI
2003
Kula Investments
Illinois
$1.08M +$1.1M +6,589 New
HCM
2004
Highview Capital Management
Illinois
$1.07M +$34.4K +205 +3%
GP
2005
Girard Partners
Pennsylvania
$1.07M -$148K -881 -12%
MWA
2006
Monograph Wealth Advisors
California
$1.07M -$869K -5,183 -44%
CP
2007
Covenant Partners
Tennessee
$1.07M – – –
CBFP
2008
Cedar Brook Financial Partners
Ohio
$1.07M +$49.5K +295 +5%
V
2009
ViaWealth
Kansas
$1.07M -$4.19K -25 -0.4%
GTAM
2010
Global Trust Asset Management
Florida
$1.07M +$69.6K +415 +7%
OCM
2011
Orser Capital Management
Texas
$1.07M +$69.6K +415 +7%
JGUA
2012
John G. Ullman & Associates
New York
$1.07M -$7.21K -43 -0.7%
SIA
2013
SeaBridge Investment Advisors
New Jersey
$1.07M +$267K +1,595 +32%
TWM
2014
Tanager Wealth Management
United Kingdom
$1.07M -$37.9K -226 -3%
FFS
2015
Founders Financial Securities
Maryland
$1.07M +$122K +728 +12%
WA
2016
Wambolt & Associates
Colorado
$1.07M +$90.9K +542 +9%
MA
2017
MBA Advisors
Pennsylvania
$1.07M +$43.8K +261 +4%
CA
2018
Cambridge Advisors
Nebraska
$1.07M +$27.7K +165 +3%
TAM
2019
Townsend Asset Management
North Carolina
$1.06M -$22.6K -135 -2%
PFA
2020
Pure Financial Advisors
California
$1.06M -$38.7K -231 -3%
LWA
2021
Lineweaver Wealth Advisors
Ohio
$1.05M +$34.4K +205 +3%
JE
2022
JMAC Enterprises
Pennsylvania
$1.05M +$85.8K +512 +9%
CPC
2023
Cookson Peirce & Co
Pennsylvania
$1.05M -$8.89K -53 -0.8%
GWSG
2024
GPS Wealth Strategies Group
Colorado
$1.04M +$1.07M +6,402 New
I
2025
InceptionR
California
$1.04M +$1.07M +6,386 New
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