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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2001
Seeds Investor
New York
$1.58M -$27.1K -74 -2%
CW
2002
CrossGen Wealth
North Carolina
$1.58M +$1.68M +4,594 New
SI
2003
Saxon Interests
Texas
$1.58M +$115K +314 +7%
HIA
2004
Harvest Investment Advisors
Florida
$1.58M +$95.2K +260 +6%
RFA
2005
Resurgent Financial Advisors
Georgia
$1.57M -$753K -2,055 -31%
AIFAIM
2006
American Institute for Advanced Investment Management
Arizona
$1.56M -$256K -699 -4%
BAM
2007
Byrne Asset Management
New Jersey
$1.56M -$22.7K -62 -1%
PWP
2008
Phillips Wealth Planners
Mississippi
$1.56M +$132K +361 +10%
MCCA
2009
Mill Creek Capital Advisors
Pennsylvania
$1.56M +$6.59K +18 +0.4%
LF
2010
LifeSteps Financial
California
$1.56M -$56.8K -155 -3%
CGF
2011
Constant Guidance Financial
Massachusetts
$1.56M +$33K +90 +2%
CWM
2012
Chemistry Wealth Management
New York
$1.55M -$17.2K -47 -1%
LWL
2013
Leo Wealth LLC
Texas
$1.55M +$1.24M +3,392 +303%
HHGA
2014
Halbert Hargrove Global Advisors
California
$1.55M -$268K -731 -14%
AF
2015
Ally Financial
Michigan
$1.55M +$1.65M +4,500 New
TCOTS
2016
Trust Company of the South
North Carolina
$1.55M +$95.2K +260 +6%
YP
2017
YANKCOM Partnership
South Dakota
$1.55M +$165K +451 +11%
DA
2018
Doliver Advisors
Texas
$1.54M +$162K +441 +11%
SDWIA
2019
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M +$19K +52 +1%
LA
2020
Lakeside Advisors
Washington
$1.54M -$73.3K -200 -4%
BO
2021
Bank OZK
Arkansas
$1.54M -$106K -290 -6%
HW
2022
Hedeker Wealth
Illinois
$1.54M -$130K -356 -7%
IWA
2023
Invera Wealth Advisors
Oregon
$1.53M -$30.4K -83 -2%
AIA
2024
AIMZ Investment Advisors
California
$1.53M – – –
LOWM
2025
Laurel Oak Wealth Management
New Jersey
$1.53M +$1.63M +4,448 New
79 80
81
82 83