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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
2001
Future Financial Wealth Management
Ohio
$529K +$588 +3 +0.1%
RP
2002
Rowlandmiller & Partners
Georgia
$529K +$7.84K +40 +2%
AIS
2003
AM Investment Strategies
Tennessee
$528K +$1.57K +8 +0.3%
PA
2004
Prossimo Advisors
California
$528K +$18.2K +93 +4%
SAW
2005
Signal Advisors Wealth
Michigan
$528K +$468K +2,387 New
PSCM
2006
Per Stirling Capital Management
Texas
$526K -$16.3K -83 -3%
MHIC
2007
Marble Harbor Investment Counsel
Massachusetts
$525K -$13.7K -70 -3%
NCM
2008
Novare Capital Management
North Carolina
$524K -$6.67K -34 -1%
FSA
2009
Financial Security Advisor
Virginia
$523K +$2.94K +15 +0.6%
WB
2010
West Bancorporation
Iowa
$523K – – –
CWM
2011
Chesapeake Wealth Management
Virginia
$522K +$35.1K +179 +8%
ACP
2012
Aviance Capital Partners
Florida
$521K – – –
PEA
2013
Park Edge Advisors
Ohio
$520K – – –
III
2014
Independent Investors Inc
New York
$520K – – –
WGC
2015
Watts Gwilliam & Co
Arizona
$519K +$445K +2,269 New
TF
2016
Talbot Financial
Washington
$518K – – –
HB
2017
HTLF Bank
Colorado
$518K -$52K -265 -10%
MWC
2018
MBM Wealth Consultants
Missouri
$517K -$3.73K -19 -0.8%
WOSD
2019
WFA of San Diego
California
$516K – – –
TCWA
2020
Turtle Creek Wealth Advisors
Texas
$516K +$212K +1,081 +86%
TWP
2021
Tower Wealth Partners
Pennsylvania
$515K +$58.8K +300 +15%
RWM
2022
RBA Wealth Management
California
$514K -$2.94K -15 -0.6%
CHAM
2023
Clear Harbor Asset Management
Connecticut
$514K +$77.4K +395 +20%
RCI
2024
RS Crum Inc
California
$513K +$27.4K +140 +6%
LWA
2025
Lineweaver Wealth Advisors
Ohio
$513K +$1.37K +7 +0.3%
79 80
81
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