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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2001
Compass Financial Advisors
Indiana
$272K -$3.37K -25 -1%
GEA
2002
Glen Eagle Advisors
New Jersey
$272K -$20.1K -149 -7%
BWA
2003
Blodgett Wealth Advisors
California
$271K – – –
HWM
2004
Horizon Wealth Management
Illinois
$270K +$1.75K +13 +0.7%
MLL
2005
Moody Lynn & Lieberson
Massachusetts
$269K – – –
EWM
2006
EPG Wealth Management
Georgia
$268K +$7.29K +54 +3%
PCA
2007
Pallas Capital Advisors
Massachusetts
$267K +$3.91K +29 +1%
LDFR
2008
Lehman & Derafelo Financial Resources
Pennsylvania
$267K +$21.9K +162 +9%
CAWM
2009
Capital Advisors Wealth Management
Washington
$267K +$47.1K +349 +23%
E
2010
ETFidea
New York
$267K +$25.6K +190 +11%
HSWM
2011
Hubbell Strickland Wealth Management
Louisiana
$266K – – –
RWM
2012
Rench Wealth Management
Texas
$266K +$3.1K +23 +1%
MAG
2013
MRA Advisory Group
New Jersey
$266K +$255K +1,887 New
CFFP
2014
Center for Financial Planning
Michigan
$265K – – –
VAG
2015
VisionPoint Advisory Group
Texas
$265K +$42.7K +316 +19%
FOA
2016
Five Oceans Advisors
California
$265K +$253K +1,878 New
SIC
2017
Sterling Investment Counsel
New York
$265K +$254K +1,882 New
XF
2018
XML Financial
Maryland
$264K -$5.09M -37,679 -95%
RPA
2019
Rock Point Advisors
Vermont
$264K -$6.07K -45 -2%
MWA
2020
Monograph Wealth Advisors
California
$264K -$810 -6 -0.3%
AT
2021
American Trust
Kentucky
$264K +$21.6K +160 +9%
RRC
2022
Relaxing Retirement Coach
Massachusetts
$263K – – –
AFAS
2023
Acorn Financial Advisory Services
Virginia
$263K +$540 +4 +0.2%
PIP
2024
Peachtree Investment Partners
Florida
$263K +$252K +1,866 New
LFA
2025
LifeGuide Financial Advisors
Pennsylvania
$262K -$3.64K -27 -1%
79 80
81
82 83