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Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
2001
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.26M +$33.1K +214 +3%
CPC
2002
Congress Park Capital
New York
$1.26M +$871K +5,622 +223%
CIA
2003
Cascade Investment Advisors
Oregon
$1.26M -$6.5K -42 -0.5%
GFA
2004
Gallagher Fiduciary Advisors
Illinois
$1.26M -$387K -2,502 -24%
EFSCE
2005
Enterprise Financial Services Corp (EFSC)
Missouri
$1.26M +$47.1K +304 +4%
MAWA
2006
Moss Adams Wealth Advisors
Washington
$1.26M +$209K +1,348 +20%
DFG
2007
Demars Financial Group
Washington
$1.26M – – –
FSC
2008
Full Sail Capital
Oklahoma
$1.26M +$70.6K +456 +6%
WA
2009
Waddell & Associates
Tennessee
$1.26M +$233K +1,502 +23%
SAM
2010
Sawgrass Asset Management
Florida
$1.26M +$26.2K +169 +2%
PWM
2011
Pines Wealth Management
North Carolina
$1.26M +$31.1K +201 +3%
CWP
2012
Concord Wealth Partners
Virginia
$1.26M -$183K -1,182 -13%
BA
2013
Bridgewater Advisors
New York
$1.25M +$42K +271 +3%
PW
2014
Paladin Wealth
Minnesota
$1.25M -$33.9K -219 -3%
AF
2015
Arrow Financial
New York
$1.25M +$10.8K +70 +0.9%
GAA
2016
Global Assets Advisory
Florida
$1.25M +$5.73K +37 +0.5%
GDP
2017
Great Diamond Partners
Maine
$1.25M +$56.7K +366 +5%
AIMA
2018
Ables Iannone Moore & Associates
Georgia
$1.25M -$4.65K -30 -0.4%
WWA
2019
Wingate Wealth Advisors
Massachusetts
$1.25M – – –
FLI
2020
Family Legacy Inc
South Carolina
$1.25M +$2.01K +13 +0.2%
AT
2021
Arlington Trust
Alabama
$1.25M -$38.7K -250 -3%
TWM
2022
Tanager Wealth Management
United Kingdom
$1.25M +$276K +1,780 +28%
FFWA
2023
FRG Family Wealth Advisors
Washington
$1.25M -$97.6K -630 -7%
MWP
2024
Meriwether Wealth & Planning
Louisiana
$1.25M -$11.8K -76 -0.9%
JF
2025
Jump Financial
Illinois
$1.24M +$1.24M +7,992 New
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