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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2001
Salomon & Ludwin
Virginia
$876K -$8.09K -80 -1%
TAM
2002
Titleist Asset Management
Texas
$875K +$66.2K +655 +12%
CWA
2003
Cura Wealth Advisors
Illinois
$874K -$113K -1,122 -15%
WMA
2004
Wealth Management Associates
New Jersey
$873K +$55.3K +547 +10%
CPC
2005
Congress Park Capital
New York
$873K -$531K -5,250 -46%
SFO
2006
Stokes Family Office
Louisiana
$872K -$242K -2,390 -28%
IWN
2007
Independent Wealth Network
Iowa
$869K -$68.5K -677 -10%
ACGA
2008
Atlanta Consulting Group Advisors
Georgia
$867K +$4.65K +46 +0.7%
FWA
2009
Flagship Wealth Advisors
Massachusetts
$866K +$617K +6,102 +6,102%
SAM
2010
Secure Asset Management
Michigan
$865K +$43.5K +430 +7%
SW
2011
SkyOak Wealth
Michigan
$863K +$157K +1,550 +33%
AWG
2012
Altus Wealth Group
Colorado
$863K -$40.9K -404 -6%
6F
2013
626 Financial
Michigan
$862K -$54K -534 -8%
WBG
2014
Wharton Business Group
Pennsylvania
$861K -$54.1K -535 -8%
ISL
2015
Ingalls & Snyder LLC
New York
$858K -$147K -1,450 -19%
JE
2016
JMAC Enterprises
Pennsylvania
$858K – – –
SWM
2017
Segment Wealth Management
Texas
$857K +$32.6K +322 +6%
MCM
2018
Morton Capital Management
California
$855K +$619K +6,126 New
PWAM
2019
Private Wealth Asset Management
Iowa
$854K +$7.58K +75 +1%
CIP
2020
Convergence Investment Partners
Florida
$850K -$101K -1,002 -14%
SIS
2021
Sound Income Strategies
Florida
$850K +$125K +1,237 +25%
CFO
2022
CVA Family Office
Colorado
$847K +$27.2K +269 +5%
FDCP
2023
Foster Dykema Cabot & Partners
Massachusetts
$845K – – –
GA
2024
Greenspring Advisors
Maryland
$845K +$612K +6,051 New
PTP
2025
Platform Technology Partners
New York
$843K +$47.7K +472 +8%
79 80
81
82 83