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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2001
Manchester Financial
California
$551K -$53.8K -457 -9%
PSP
2002
Pacific Sage Partners
Washington
$551K -$13K -110 -2%
MC
2003
Mathes Company
New York
$550K – – –
BLC
2004
Brown, Lisle/Cummings
Rhode Island
$550K -$9.42K -80 -2%
PSF
2005
Pacific Sun Financial
California
$550K -$15.3K -130 -3%
BWG
2006
Beta Wealth Group
California
$550K -$11.8K -100 -2%
AWM
2007
Ameliora Wealth Management
Switzerland
$550K – – –
CCA
2008
Childress Capital Advisors
Texas
$549K +$241K +2,049 +75%
AFG
2009
Allegheny Financial Group
Pennsylvania
$548K +$15.8K +134 +3%
GHA
2010
GW Henssler & Associates
Georgia
$547K -$54.3K -461 -9%
HNWAG
2011
High Net Worth Advisory Group
Florida
$546K +$9.78K +83 +2%
WWM
2012
Westwood Wealth Management
California
$544K +$357K +3,030 +176%
HBCM
2013
Heron Bay Capital Management
Michigan
$544K – – –
FC
2014
FCA Corp
Texas
$543K -$4.83K -41 -0.9%
GFG
2015
Grantvest Financial Group
New Jersey
$542K -$29.2K -248 -5%
SCA
2016
Strathmore Capital Advisors
North Carolina
$542K -$8.24K -70 -1%
SAI
2017
Systematic Alpha Investments
New Jersey
$542K – – –
RZH
2018
Relyea Zuckerberg Hanson
Connecticut
$542K -$23.3K -198 -4%
MCA
2019
Magnolia Capital Advisors
Mississippi
$541K -$35.7K -303 -6%
CPWA
2020
Cerro Pacific Wealth Advisors
California
$540K +$1.65K +14 +0.3%
SPL
2021
Smart Portfolios LLC
Washington
$539K -$9.66K -82 -2%
MCA
2022
MSH Capital Advisors
Arizona
$539K +$8.01K +68 +1%
WPA
2023
West Paces Advisors
Georgia
$538K -$27.1K -230 -5%
OWA
2024
ORBA Wealth Advisors
Illinois
$538K – – –
ML
2025
McAdam LLC
Pennsylvania
$537K +$35.6K +302 +7%
79 80
81
82 83