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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2001
Beam Wealth Advisors
Louisiana
$1.28M +$7.24K +48 +0.6%
MLA
2002
My Legacy Advisors
Oregon
$1.28M +$29.6K +196 +2%
VC
2003
Vicus Capital
Pennsylvania
$1.27M +$204K +1,355 +20%
DAC
2004
Dividend Assets Capital
South Carolina
$1.27M -$40.4K -268 -3%
PMA
2005
Prudent Man Advisors
Illinois
$1.27M -$77.3K -512 -6%
EWS
2006
Evergreen Wealth Solutions
Pennsylvania
$1.27M -$89.9K -596 -7%
AIC
2007
Argus Investors Counsel
New York
$1.27M +$79.1K +524 +7%
PPC
2008
Park Place Capital
Alabama
$1.27M -$245K -1,624 -17%
MWM
2009
Mittelman Wealth Management
Massachusetts
$1.27M +$1.21M +8,022 New
CG
2010
CFO4Life Group
Texas
$1.27M +$5.88K +39 +0.5%
KFI
2011
Key Financial Inc
Pennsylvania
$1.26M +$32.1K +213 +3%
MTC
2012
Matrix Trust Company
Colorado
$1.26M +$10.3K +68 +0.9%
CCA
2013
Childress Capital Advisors
Texas
$1.26M +$220K +1,456 +22%
SWA
2014
Sax Wealth Advisors
New Jersey
$1.26M +$687K +4,553 +133%
DA
2015
Doliver Advisors
Texas
$1.26M +$5.13K +34 +0.4%
CFP
2016
Catalyst Financial Partners
Massachusetts
$1.25M +$88.4K +586 +8%
MG
2017
Marex Group
$1.25M -$1M -6,627 -46%
IP
2018
Investment Partners
Ohio
$1.25M -$29.7K -197 -2%
EGA
2019
E&G Advisors
Texas
$1.25M +$56.3K +373 +5%
NRG
2020
Nemes Rush Group
Michigan
$1.25M -$35.2K -233 -3%
CTC
2021
Cetera Trust Company
Minnesota
$1.25M +$79.2K +525 +7%
AWS
2022
Aspen Wealth Strategies
Colorado
$1.24M +$247K +1,638 +26%
CRI
2023
Colonial River Investments
Virginia
$1.24M +$82.2K +545 +7%
AR
2024
Apeiron RIA
Texas
$1.24M -$49.9K -331 -4%
VIM
2025
Vista Investment Management
Pennsylvania
$1.24M +$20.7K +137 +2%
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