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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
2001
Fielder Capital Group
Tennessee
$228K +$535 +3 +0.2%
WCM
2002
Winebrenner Capital Management
Kentucky
$227K +$243K +1,362 New
HCWM
2003
Hidden Cove Wealth Management
Washington
$227K +$243K +1,362 New
MWM
2004
Moran Wealth Management
Florida
$227K +$12.5K +70 +5%
NB
2005
Nicolet Bankshares
Wisconsin
$226K – – –
LSA
2006
L & S Advisors
California
$226K – – –
CW
2007
Code Waechter
Florida
$226K +$242K +1,354 New
KCPG
2008
Kavar Capital Partners Group
Kansas
$226K – – –
CWM
2009
Circle Wealth Management
New Jersey
$225K +$27.7K +155 +13%
SIAG
2010
Safeguard Investment Advisory Group
California
$225K -$1.61K -9 -0.7%
VC
2011
Vicus Capital
Pennsylvania
$225K +$13.2K +74 +6%
GC
2012
GatePass Capital
Ohio
$224K +$240K +1,345 New
TSS
2013
Two Sigma Securities
New York
$224K +$22.5K +126 +10%
TL
2014
Tradewinds LLC
North Carolina
$224K +$193K +1,079 New
RBWA
2015
RFG - Bristol Wealth Advisors
Massachusetts
$224K +$240K +1,343 New
AWA
2016
Archvest Wealth Advisors
California
$224K +$357 +2 +0.1%
MWA
2017
Motive Wealth Advisors
Michigan
$224K +$239K +1,342 New
CPWA
2018
Cerro Pacific Wealth Advisors
California
$224K +$211K +1,185 New
APP
2019
Avantax Planning Partners
Iowa
$222K -$98.7K -553 -29%
OP
2020
ORG Partners
Indiana
$222K +$2.14K +12 +0.9%
FNWM
2021
Financial Network Wealth Management
Utah
$222K – – –
CAWM
2022
Capital Advisors Wealth Management
Washington
$222K +$42.3K +237 +22%
NPFS
2023
Novak & Powell Financial Services
Florida
$222K – – –
APW
2024
Aurora Private Wealth
New Jersey
$221K -$13K -73 -5%
MSA
2025
Marino Stram & Associates
Massachusetts
$221K +$178 +1 +0.1%
79 80
81
82 83