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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2001
PRW Wealth Management
Massachusetts
$266K +$278K +1,550 New
HK
2002
Horizon Kinetics
New York
$265K +$277K +1,544 New
AIS
2003
Accurate Investment Solutions
Pennsylvania
$264K – – –
JIP
2004
Jaffetilchin Investment Partners
Florida
$263K +$14.5K +81 +6%
MC
2005
Matisse Capital
Oregon
$263K +$17.9K +100 +7%
PFGIA
2006
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$200K +1,117 +270%
LPWM
2007
Lake Point Wealth Management
Texas
$263K +$274K +1,528 New
SSWM
2008
Smith Salley Wealth Management
North Carolina
$261K +$9.68K +54 +4%
C
2009
Cerebellum
California
$261K +$114K +638 +72%
MFP
2010
Meridian Financial Partners
Virginia
$261K +$272K +1,517 New
WCF
2011
West Coast Financial
California
$260K -$80.2K -447 -23%
MFS
2012
Madrona Financial Services
Washington
$260K +$179 +1 +0.1%
VV
2013
Verity & Verity
South Carolina
$260K +$2.69K +15 +1%
CHA
2014
Cooper/Haims Advisors
New York
$259K -$14.3K -80 -5%
PA
2015
Perennial Advisors
New York
$259K +$152K +850 +129%
CRWM
2016
Castle Rock Wealth Management
California
$258K -$490K -2,730 -65%
MLFP
2017
MPS Loria Financial Planners
Illinois
$258K +$897 +5 +0.3%
CCA
2018
Conservest Capital Advisors
Pennsylvania
$257K +$538 +3 +0.2%
RTS
2019
Round Table Services
New Jersey
$256K +$21K +117 +9%
CL
2020
CIM LLC
New York
$255K -$9.86K -55 -4%
IRC
2021
Investors Research Corp
Georgia
$255K -$897 -5 -0.3%
AA
2022
Advisory Alpha
Michigan
$255K +$250K +1,395 New
CTB
2023
Country Trust Bank
Illinois
$254K -$897 -5 -0.3%
IWA
2024
Inspirion Wealth Advisors
Illinois
$253K – – –
BCI
2025
Brinker Capital Investments
Pennsylvania
$251K +$121K +673 +86%
79 80
81
82 83