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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2001
Kaydan Wealth Management
Michigan
$476K +$433K +1,584 New
TW
2002
Traveka Wealth
California
$476K +$5.74K +21 +1%
SAM
2003
Stenahm Asset Management
Guernsey
$475K -$5.79M -21,190 -93%
FWA
2004
Flagship Wealth Advisors
Massachusetts
$475K +$24.6K +90 +6%
ACP
2005
Aviance Capital Partners
Florida
$475K +$29.2K +107 +7%
AA
2006
Apriem Advisors
California
$474K +$22.4K +82 +5%
CWM
2007
Chemistry Wealth Management
New York
$474K +$79K +289 +22%
AWA
2008
Archvest Wealth Advisors
California
$473K -$7.38K -27 -2%
WIM
2009
Warwick Investment Management
Texas
$472K -$110K -402 -20%
MSA
2010
Marino Stram & Associates
Massachusetts
$471K – – –
CPCM
2011
Cardinal Point Capital Management
Ontario, Canada
$470K -$61.5K -225 -12%
EGWAG
2012
Elwood & Goetz Wealth Advisory Group
Georgia
$470K +$24.9K +91 +6%
BF
2013
Brucke Financial
Indiana
$469K +$10.1K +37 +2%
CAM
2014
Cozad Asset Management
Illinois
$469K -$48.7K -178 -10%
PWM
2015
Palacios Wealth Management
Florida
$469K +$76.3K +279 +22%
WAG
2016
Winthrop Advisory Group
Massachusetts
$469K -$43.7K -160 -9%
CTI
2017
Community Trust & Investment
Kentucky
$469K – – –
HT
2018
Heritage Trust
Oklahoma
$467K +$23K +84 +6%
EL
2019
EWA LLC
Pennsylvania
$467K +$18K +66 +4%
VNA
2020
Valley National Advisers
Pennsylvania
$466K -$15.9K -58 -4%
EGA
2021
E&G Advisors
Texas
$464K +$37.4K +137 +10%
VFIC
2022
Valley Forge Investment Consultants
Pennsylvania
$464K +$422K +1,544 New
BHPW
2023
Beverly Hills Private Wealth
California
$464K -$36.4K -133 -8%
FI
2024
Finivi Inc
Massachusetts
$464K -$13.4K -49 -3%
SCP
2025
Shorepoint Capital Partners
Massachusetts
$463K +$421K +1,540 New
79 80
81
82 83