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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Chemistry Wealth Management
New York
$1.07M – – –
NPT
2002
Nixon Peabody Trust
Massachusetts
$1.07M -$276K -935 -19%
PWP
2003
Perfromance Wealth Partners
Illinois
$1.07M +$75.6K +256 +7%
WEG
2004
World Equity Group
Illinois
$1.07M -$533K -1,805 -32%
WG
2005
Winton Group
United Kingdom
$1.06M -$2.11M -7,163 -65%
AIA
2006
Alera Investment Advisors
Illinois
$1.06M -$41.6K -141 -4%
AFS
2007
Aft Forsyth & Sober
Florida
$1.06M – – –
FCM
2008
Fairbanks Capital Management
California
$1.05M -$684K -2,317 -38%
BIA
2009
Bigelow Investment Advisors
Maine
$1.05M -$6.2K -21 -0.5%
FFC
2010
First Financial Corp
Indiana
$1.05M -$1.48K -5 -0.1%
FCFC
2011
First Commonwealth Financial Corp
Pennsylvania
$1.05M +$43.1K +146 +4%
TIM
2012
Tevis Investment Management
Texas
$1.05M +$402K +1,363 +56%
SCM
2013
Salem Capital Management
Massachusetts
$1.05M -$36.9K -125 -3%
SF
2014
Symphony Financial
Texas
$1.05M +$169K +574 +18%
ACP
2015
Aviance Capital Partners
Florida
$1.04M -$2.98M -10,096 -73%
RHP
2016
Royal Harbor Partners
Texas
$1.04M +$32.8K +111 +3%
PWP
2017
Principle Wealth Partners
Connecticut
$1.04M +$52.8K +179 +0.5%
PL
2018
Pluribus Labs
California
$1.04M +$670K +2,271 +149%
IWA
2019
Intercontinental Wealth Advisors
Texas
$1.04M +$119K +403 +12%
CCA
2020
Cobblestone Capital Advisors
New York
$1.04M +$303K +1,025 +37%
KCM
2021
KRS Capital Management
Michigan
$1.04M +$590 +2 +0.1%
AF
2022
Aldebaran Financial
$1.03M -$44.3K -150 -4%
MIM
2023
Merrion Investment Management
New Jersey
$1.03M – – –
CGPCS
2024
Capital Group Private Client Services
California
$1.03M +$7.97K +27 +0.7%
LFA
2025
Legacy Financial Advisors
Kentucky
$1.02M -$104K -351 -9%
79 80
81
82 83