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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Horrell Capital Management
Arkansas
$7.61K – – –
T
2002
Tidemark
California
$7.61K – – –
SFA
2003
Semmax Financial Advisors
North Carolina
$7.5K – – –
SFCL
2004
Strengthening Families & Communities LLC
Massachusetts
$7.5K +$3.11K +142 +142%
TTIC
2005
Tower Trust & Investment Company
Iowa
$7.33K +$7.99K +365 New
RFG
2006
REAP Financial Group
Texas
$6.99K -$22 -1 -0.3%
WCM
2007
WealthTrak Capital Management
Virginia
$6.47K +$3.72K +170 +148%
RF
2008
Roxbury Financial
New Jersey
$6.34K -$36.1K -1,650 -86%
FW
2009
Fairway Wealth
Ohio
$6.25K +$6.02K +275 New
RTL
2010
Red Tortoise LLC
Georgia
$6.15K +$5.93K +271 New
VWWMG
2011
Vermillion & White Wealth Management Group
Pennsylvania
$6.15K – – –
BFPW
2012
BOK Financial Private Wealth
Colorado
$6.04K -$15.1K -690 -72%
FMTCOCP
2013
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
UBP
2014
Union Bancaire Privee
Switzerland
$5.88K -$43.2K -1,975 -88%
IHWM
2015
Iron Horse Wealth Management
Iowa
$5.79K -$1.93K -88 -26%
CWM
2016
Centricity Wealth Management
Ohio
$5.72K -$1.71K -78 -24%
IRAG
2017
Investment Research & Advisory Group
Georgia
$5.7K +$4.4K +201 +402%
CWP
2018
Clark Wealth Partners
Illinois
$5.45K -$66 -3 -1%
BFS
2019
Burkett Financial Services
South Carolina
$5.42K – – –
IA
2020
IFS Advisors
Kansas
$5.34K – – –
DWS
2021
Dynamic Wealth Strategies
California
$5K +$4.81K +220 New
HWM
2022
HighMark Wealth Management
Minnesota
$4.97K +$4.79K +219 New
RAM
2023
Riggs Asset Management
Pennsylvania
$4.69K -$8.4K -384 -65%
DFA
2024
DHJJ Financial Advisors
Illinois
$4.66K – – –
KHC
2025
Koesten Hirschmann & Crabtree
Kansas
$4.54K – – –
79 80
81
82 83