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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2001
Peterson Wealth Advisors
Utah
$308K +$10.1K +55 +4%
GWM
2002
GSB Wealth Management
Connecticut
$307K – – –
JGIA
2003
Jackson Grant Investment Advisers
Connecticut
$305K -$65.1K -355 -18%
LBC
2004
Lawrence B. Cohen
$304K -$13.8K -75 -5%
GAM
2005
Gould Asset Management
California
$303K – – –
LF
2006
Lee Financial
Texas
$302K +$73.4K +400 +34%
NP
2007
NorthRock Partners
Minnesota
$302K +$289K +1,575 New
FTUS
2008
Flow Traders U.S.
New York
$301K +$288K +1,569 New
CWM
2009
Circle Wealth Management
New Jersey
$300K +$41.1K +224 +17%
MA
2010
MCF Advisors
Kentucky
$299K – – –
GAM
2011
Garrison Asset Management
Arkansas
$297K -$9.91K -54 -3%
PWM
2012
PRW Wealth Management
Massachusetts
$296K -$3.48K -19 -1%
WC
2013
Weil Company
California
$296K +$18.3K +100 +7%
AIS
2014
Accurate Investment Solutions
Pennsylvania
$295K – – –
JIP
2015
Jaffetilchin Investment Partners
Florida
$295K +$1.65K +9 +0.6%
SFS
2016
Strategic Financial Services
New York
$295K +$282K +1,535 New
VSWA
2017
Vontobel Swiss Wealth Advisors
Switzerland
$294K -$1.27M -6,928 -82%
LP
2018
LGL Partners
Pennsylvania
$294K +$281K +1,530 New
MC
2019
Matisse Capital
Oregon
$293K – – –
PCM
2020
Poehling Capital Management
Wisconsin
$293K +$18.3K +100 +7%
SL
2021
Summitry LLC
California
$293K +$280K +1,525 New
HPC
2022
Hobart Private Capital
North Carolina
$292K +$16.9K +92 +6%
FFC
2023
First Financial Corp
Indiana
$291K -$19.3K -105 -6%
PA
2024
Perennial Advisors
New York
$290K – – –
MLFP
2025
MPS Loria Financial Planners
Illinois
$290K +$1.47K +8 +0.5%
79 80
81
82 83