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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2001
Prestige Wealth Management Group
New Jersey
$714K +$10K +32 +2%
AP
2002
Advisortrust Partners
North Carolina
$714K +$34.8K +111 +6%
CA
2003
Chatterton & Associates
California
$713K -$32.9K -105 -5%
MCM
2004
MV Capital Management
Maryland
$710K +$6.26K +20 +1%
SI
2005
Severin Investments
Missouri
$709K -$63.2K -202 -10%
CWM
2006
Consultiva Wealth Management
Puerto Rico
$708K -$1.88K -6 -0.3%
MIC
2007
Means Investment Company
Maine
$705K -$30.1K -96 -5%
SWG
2008
Summit Wealth Group
Vermont
$704K – – –
PMG
2009
ProVise Management Group
Florida
$701K -$9.08K -29 -2%
RFA
2010
Resurgent Financial Advisors
Georgia
$701K +$587K +1,875 New
QWM
2011
Quadcap Wealth Management
Texas
$700K +$32.9K +105 +6%
MP
2012
McDonald Partners
Ohio
$699K -$3.94M -12,569 -87%
HWP
2013
Highline Wealth Partners
California
$699K +$385K +1,231 +193%
SP
2014
Successful Portfolios
Florida
$698K -$18.5K -59 -3%
HTIM
2015
Harbour Trust & Investment Management
Indiana
$697K +$31.3K +100 +6%
SPI
2016
Sutton Place Investors
New York
$695K -$3.44K -11 -0.6%
SPC
2017
Spirepoint Private Client
Florida
$692K +$30.4K +97 +6%
JEST
2018
JTC Employer Solutions Trustee
Jersey
$691K – – –
FC
2019
Financial Council
Maryland
$690K – – –
FNT
2020
First Nebraska Trust
Nebraska
$688K -$2.5K -8 -0.4%
LRPA
2021
L. Roy Papp & Associates
Arizona
$687K +$9.39K +30 +2%
VC
2022
Vicus Capital
Pennsylvania
$686K +$2.82K +9 +0.5%
CAS
2023
Coppell Advisory Solutions
Texas
$686K +$92.4K +295 New
RYA
2024
Richard Young Associates
Georgia
$685K +$574K +1,833 New
DWAM
2025
Duncan Williams Asset Management
Tennessee
$684K +$573K +1,830 New
79 80
81
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