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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2001
Schubert & Co
Texas
$288K +$284K +1,441 New
GKWIM
2002
Gerber Kawasaki Wealth & Investment Management
California
$288K +$12K +61 +4%
WFA
2003
Wellspring Financial Advisors
Ohio
$288K – – –
WA
2004
Whipplewood Advisors
Colorado
$288K -$122K -619 -29%
GI
2005
Gradient Investments
Minnesota
$287K +$283K +1,436 New
OC
2006
Optima Capital
Oregon
$287K +$394 +2 +0.1%
AFA
2007
Allium Financial Advisors
Oregon
$287K +$282K +1,434 New
CB
2008
Cadence Bank
Mississippi
$287K -$6.49K -33 -2%
HFS
2009
Howard Financial Services
Texas
$286K -$24.2K -123 -8%
LWM
2010
LongView Wealth Management
Georgia
$285K +$280K +1,425 New
WWMSC
2011
Wagner Wealth Management (South Carolina)
South Carolina
$285K +$24.8K +126 +10%
FPW
2012
Fairvoy Private Wealth
Alabama
$284K +$2.56K +13 +0.9%
FFWM
2013
Future Financial Wealth Management
Ohio
$284K – – –
WWC
2014
Waypoint Wealth Counsel
Georgia
$283K +$278K +1,414 New
SFS
2015
Sharp Financial Services
Pennsylvania
$283K +$984 +5 +0.4%
AG
2016
AmeriFlex Group
Nevada
$282K +$81.1K +412 +41%
AA
2017
Apriem Advisors
California
$282K +$277K +1,407 New
EFH
2018
Eaton Financial Holdings
Florida
$282K +$25.8K +131 +10%
AA
2019
Alpha Advisors
Virginia
$282K -$16.3K -83 -6%
BFS
2020
BridgePort Financial Solutions
Iowa
$281K – – –
AC
2021
ASB Consultores
Florida
$280K -$366K -1,861 -57%
MHR
2022
Matthew Hamilton Rosenberg
$280K +$128K +649 +87%
CFA
2023
Cahill Financial Advisors
Minnesota
$278K – – –
AA
2024
Armis Advisers
Georgia
$277K +$271K +1,376 New
EL
2025
EWA LLC
Pennsylvania
$277K +$17.1K +87 +7%
79 80
81
82 83