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Name Holding Trade Value Shares
Change 		Change in
Stake
B
2001
Bridgeworth
Alabama
$1.18M -$7.84K -44 -0.6%
PWM
2002
PRW Wealth Management
Massachusetts
$1.18M -$2.05M -11,527 -62%
VIM
2003
Vista Investment Management
Pennsylvania
$1.17M -$12.3K -69 -1%
WAOTB
2004
Wealth Advisors of Tampa Bay
Florida
$1.17M +$620K +3,480 +101%
FCB
2005
First Command Bank
Texas
$1.17M +$197K +1,107 +19%
FCFS
2006
First Command Financial Services
Texas
$1.17M +$197K +1,107 +19%
CGA
2007
Crescent Grove Advisors
Illinois
$1.16M -$2.67K -15 -0.2%
BWM
2008
BerganKDV Wealth Management
Minnesota
$1.16M +$30.5K +171 +3%
AFAS
2009
Acorn Financial Advisory Services
Virginia
$1.16M +$514K +2,881 +72%
DBIA
2010
Dumont & Blake Investment Advisors
New Jersey
$1.16M -$9.8K -55 -0.8%
TF
2011
TLWM Financial
Texas
$1.16M +$64.2K +360 +6%
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$1.16M -$40.1K -225 -3%
QWM
2013
QP Wealth Management
New Jersey
$1.16M -$37.3K -209 -3%
BFA
2014
Benedict Financial Advisors
Georgia
$1.16M -$73.3K -411 -6%
FWA
2015
FOCUS Wealth Advisors
Texas
$1.15M +$76.6K +430 +7%
DC
2016
DeDora Capital
California
$1.15M -$17.8K -100 -1%
IFG
2017
Investors Financial Group
Minnesota
$1.15M +$39.2K +220 +3%
SIAG
2018
Signet Investment Advisory Group
Rhode Island
$1.14M +$88.4K +496 +8%
WA
2019
WP Advisors
California
$1.14M – – –
MWA
2020
Meridian Wealth Advisors
Texas
$1.14M +$17.5K +98 +1%
SSWM
2021
Sheets Smith Wealth Management
North Carolina
$1.14M -$17.8K -100 -1%
MWM
2022
Minot Wealth Management
Massachusetts
$1.13M -$86.4K -485 -7%
HR
2023
Hardy Reed
Mississippi
$1.13M -$38.5K -216 -3%
WA
2024
Wambolt & Associates
Colorado
$1.13M +$1.07K +6 +0.1%
HIIFS
2025
Harel Insurance Investments & Financial Services
Israel
$1.13M -$1.83M -10,259 -61%
79 80
81
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