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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2001
Invera Wealth Advisors
Oregon
$1.84M -$10.2K -26 -0.6%
BWAM
2002
Boyd Watterson Asset Management
Ohio
$1.84M -$204K -518 -10%
IUHSA
2003
Itau Unibanco Holding S.A.
Brazil
$1.83M -$1.09M -2,782 -38%
AA
2004
Addison Advisors
Vermont
$1.83M +$7.08K +18 +0.4%
WGC
2005
Watts Gwilliam & Co
Arizona
$1.83M +$151K +385 +9%
MCCA
2006
Mill Creek Capital Advisors
Pennsylvania
$1.83M +$204K +518 +13%
IF
2007
Ironwood Financial
Arizona
$1.82M -$19.3K -49 -1%
MC
2008
Martin & Co
Tennessee
$1.82M -$7.08K -18 -0.4%
CMI
2009
Clare Market Investments
Texas
$1.82M +$249K +634 +16%
FWM
2010
ForthRight Wealth Management
Georgia
$1.81M -$3.93K -10 -0.2%
BIG
2011
Brookwood Investment Group
Arizona
$1.81M +$34.6K +88 +2%
SIM
2012
SWP Investment Management
Ohio
$1.81M +$156K +396 +10%
AIA
2013
AIMZ Investment Advisors
California
$1.8M – – –
BIA
2014
Beacon Investment Advisors
Maryland
$1.8M +$13.8K +35 +0.8%
WWM
2015
Wiser Wealth Management
Georgia
$1.8M -$68.4K -174 -4%
CGF
2016
Constant Guidance Financial
Massachusetts
$1.79M -$142K -360 -8%
SDWIA
2017
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.79M -$24.4K -62 -1%
CCA
2018
Childress Capital Advisors
Texas
$1.79M +$209K +531 +14%
DWM
2019
Destination Wealth Management
California
$1.79M -$34.6K -88 -2%
CWP
2020
Core Wealth Partners
California
$1.79M +$193K +492 +13%
FPCP
2021
Fort Point Capital Partners
California
$1.79M -$1.46M -3,716 -46%
PWM
2022
PBMares Wealth Management
Virginia
$1.79M +$272K +691 +19%
KNW
2023
Kesler Norman & Wride
Utah
$1.78M -$58.6K -149 -3%
AF
2024
Atala Financial
California
$1.78M -$28.3K -72 -2%
WC
2025
Westhampton Capital
North Carolina
$1.78M +$127K +324 +8%
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