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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
2001
Cascades Capital Asset Management
North Carolina
$722K +$4.38K +14 +0.7%
CCA
2002
Clearwater Capital Advisors
Illinois
$720K +$14.7K +47 +2%
KAM
2003
Knightsbridge Asset Management
California
$719K -$275K -878 -31%
RGC
2004
Roberts, Glore & Co
Illinois
$719K -$939 -3 -0.2%
4WM
2005
4J Wealth Management
Virginia
$717K -$15K -48 -2%
MWM
2006
Mindset Wealth Management
Indiana
$717K +$34.4K +110 +6%
DWM
2007
Dopkins Wealth Management
New York
$716K -$204K -653 -25%
LI
2008
LifeWealth Investments
Florida
$715K +$11.3K +36 +2%
BC
2009
Bridgefront Capital
Texas
$715K -$1.1M -3,505 -65%
PWMG
2010
Prestige Wealth Management Group
New Jersey
$714K +$10K +32 +2%
AP
2011
Advisortrust Partners
North Carolina
$714K +$34.8K +111 +6%
CA
2012
Chatterton & Associates
California
$713K -$32.9K -105 -5%
MCM
2013
MV Capital Management
Maryland
$710K +$6.26K +20 +1%
SI
2014
Severin Investments
Missouri
$709K -$63.2K -202 -10%
CWM
2015
Consultiva Wealth Management
Puerto Rico
$708K -$1.88K -6 -0.3%
MIC
2016
Means Investment Company
Maine
$705K -$30.1K -96 -5%
SWG
2017
Summit Wealth Group
Vermont
$704K – – –
PMG
2018
ProVise Management Group
Florida
$701K -$9.08K -29 -2%
RFA
2019
Resurgent Financial Advisors
Georgia
$701K +$587K +1,875 New
QWM
2020
Quadcap Wealth Management
Texas
$700K +$32.9K +105 +6%
MP
2021
McDonald Partners
Ohio
$699K -$3.94M -12,569 -87%
HWP
2022
Highline Wealth Partners
California
$699K +$385K +1,231 +193%
SP
2023
Successful Portfolios
Florida
$698K -$18.5K -59 -3%
HTIM
2024
Harbour Trust & Investment Management
Indiana
$697K +$31.3K +100 +6%
SPI
2025
Sutton Place Investors
New York
$695K -$3.44K -11 -0.6%
79 80
81
82 83