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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2001
Lineweaver Wealth Advisors
Ohio
$444K -$170K -930 -29%
ACP
2002
Aviance Capital Partners
Florida
$443K – – –
SEP
2003
Southland Equity Partners
Missouri
$441K +$23.2K +127 +6%
AC
2004
Apella Capital
Connecticut
$438K -$101K -555 -19%
RP
2005
Rowlandmiller & Partners
Georgia
$438K -$9.49K -52 -2%
CB
2006
CNB Bank
Pennsylvania
$437K -$18.6K -102 -4%
TW
2007
TritonPoint Wealth
Maryland
$437K -$100K -549 -19%
IPWA
2008
International Private Wealth Advisors
California
$436K +$161K +883 +63%
FHC
2009
First Heartland Consultants
Missouri
$436K +$5.11K +28 +1%
MIFH
2010
Migdal Insurance & Financial Holdings
Israel
$436K +$416K +2,281 New
SAA
2011
Southeast Asset Advisors
Georgia
$436K – – –
AC
2012
ASB Consultores
Florida
$436K +$416K +2,282 New
MIA
2013
MeadowBrook Investment Advisors
Michigan
$435K -$23.7K -130 -5%
MLFP
2014
MPS Loria Financial Planners
Illinois
$435K -$31K -170 -7%
TC
2015
Trilogy Capital
California
$434K +$415K +2,275 New
LMKC
2016
L.M. Kohn & Company
Ohio
$434K +$3.47K +19 +0.8%
LIG
2017
Lokken Investment Group
Delaware
$434K +$10.2K +56 +3%
EFG
2018
Ethos Financial Group
Pennsylvania
$434K +$9.49K +52 +2%
OL
2019
Optas LLC
Texas
$433K +$16.8K +92 +4%
IAG
2020
Investment Advisory Group
Massachusetts
$433K +$3.65K +20 +0.9%
MCA
2021
MSH Capital Advisors
Arizona
$430K +$18.2K +100 +5%
WA
2022
Wealthstream Advisors
New York
$430K +$186K +1,020 +83%
ACA
2023
Affinity Capital Advisors
California
$429K +$365 +2 +0.1%
WAM
2024
Wakefield Asset Management
Colorado
$429K +$410K +2,247 New
SC
2025
Sepio Capital
Utah
$428K -$120K -658 -23%
79 80
81
82 83