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Name Holding Trade Value Shares
Change 		Change in
Stake
SWK
2001
Stephen W. Kidder
$503K -$12.2K -200 -2%
PWM
2002
Paulson Wealth Management
Illinois
$503K -$9.79K -161 -2%
EM
2003
ELCO Management
New York
$502K – – –
AP
2004
Advisors Preferred
Maryland
$499K +$40.4K +665 +9%
WEG
2005
World Equity Group
Illinois
$498K +$489K +8,035 New
OMC
2006
Overbrook Management Corp
New York
$498K – – –
EP
2007
Edgestream Partners
New Jersey
$497K +$487K +8,009 New
FIM
2008
Freedom Investment Management
Connecticut
$495K -$433K -7,117 -47%
TSWM
2009
Tyler-Stone Wealth Management
Ohio
$495K -$44.2K -726 -8%
PCM
2010
Prelude Capital Management
New York
$493K -$1.83M -30,138 -79%
CHA
2011
Cooper/Haims Advisors
New York
$493K -$3.89K -64 -0.8%
W
2012
WorthPointe
California
$493K +$3.53K +58 +0.7%
CCM
2013
Canal Capital Management
Virginia
$493K +$65.1K +1,070 +16%
CS
2014
Capital Square
Tennessee
$492K -$216K -3,549 -31%
AO
2015
Advisor OS
Illinois
$492K -$791 -13 -0.2%
ATFA
2016
All Terrain Financial Advisors
Minnesota
$491K – – –
RWP
2017
Revolve Wealth Partners
New Jersey
$491K +$26K +428 +6%
CRWM
2018
Castle Rock Wealth Management
California
$489K +$457K +7,520 New
SHGA
2019
Sand Hill Global Advisors
California
$489K +$480K +7,890 New
XSC
2020
X-Square Capital
Puerto Rico
$487K +$15.9K +261 +3%
SL
2021
Summitry LLC
California
$486K -$7.84K -129 -2%
FSCM
2022
Front Street Capital Management
Montana
$486K -$5.9K -97 -1%
EIP
2023
Ellis Investment Partners
Pennsylvania
$486K – – –
RPCONE
2024
Retirement Planning Company of New England
Rhode Island
$485K -$7.05K -116 -1%
SN
2025
Sittner & Nelson
Oregon
$484K +$4.93K +81 +1%
79 80
81
82 83