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Name Holding Trade Value Shares
Change 		Change in
Stake
JE
2001
JMAC Enterprises
Pennsylvania
$858K – – –
SWM
2002
Segment Wealth Management
Texas
$857K +$32.6K +322 +6%
MCM
2003
Morton Capital Management
California
$855K +$619K +6,126 New
PWAM
2004
Private Wealth Asset Management
Iowa
$854K +$7.58K +75 +1%
CIP
2005
Convergence Investment Partners
Florida
$850K -$101K -1,002 -14%
SIS
2006
Sound Income Strategies
Florida
$850K +$125K +1,237 +25%
CFO
2007
CVA Family Office
Colorado
$847K +$27.2K +269 +5%
FDCP
2008
Foster Dykema Cabot & Partners
Massachusetts
$845K – – –
GA
2009
Greenspring Advisors
Maryland
$845K +$612K +6,051 New
PTP
2010
Platform Technology Partners
New York
$843K +$47.7K +472 +8%
PCM
2011
Permanent Capital Management
Illinois
$842K +$242K +2,398 +66%
HL
2012
HeadInvest LLC
Maine
$841K – – –
FOA
2013
Five Oceans Advisors
California
$839K +$27.6K +273 +5%
CWM
2014
Chesapeake Wealth Management
Virginia
$838K -$18.4K -182 -3%
MWA
2015
Miller Wealth Advisors
Colorado
$838K – – –
IAG
2016
Investment Advisory Group
Massachusetts
$836K +$36.8K +364 +6%
E
2017
Entelevest
Florida
$836K -$1.72K -17 -0.3%
BWM
2018
BKM Wealth Management
Wisconsin
$836K +$605K +5,984 New
AIM
2019
Acropolis Investment Management
Missouri
$835K +$12.4K +123 +2%
NPFS
2020
Novak & Powell Financial Services
Florida
$833K -$72.6K -718 -11%
BM
2021
Berman McAleer
Maryland
$833K +$7.89K +78 +1%
WCFA
2022
Walkner Condon Financial Advisors
Wisconsin
$833K +$90.5K +895 +18%
WF
2023
WoodTrust Financial
Wisconsin
$832K +$5.16K +51 +0.9%
BWM
2024
BCS Wealth Management
Tennessee
$832K -$49.6K -490 -8%
AI
2025
Accredited Investors
Minnesota
$832K -$24.3K -240 -4%
79 80
81
82 83