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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
Addison Advisors
Vermont
$525K -$14.5K -229 -3%
YC
2002
Yarbrough Capital
Tennessee
$522K – – –
SWA
2003
SOA Wealth Advisors
New York
$521K +$824 +13 +0.2%
BG
2004
Benedetti & Gucer
Georgia
$521K +$35.4K +558 +7%
DF
2005
Donoghue Forlines
Massachusetts
$520K -$1.36M -21,400 -72%
CCG
2006
Coastwise Capital Group
California
$520K -$124K -1,952 -19%
RCA
2007
Ranch Capital Advisors
Florida
$520K +$1.14K +18 +0.2%
GM
2008
GeoWealth Management
Illinois
$520K +$523K +8,257 New
BCM
2009
Bienville Capital Management
New York
$519K – – –
3F
2010
360 Financial
Minnesota
$517K +$127 +2 +0%
PCP
2011
Proficio Capital Partners
Massachusetts
$517K +$45.5K +717 +10%
SFG
2012
Sovereign Financial Group
Connecticut
$516K +$31.4K +496 +6%
MTIC
2013
Missouri Trust & Investment Company
Missouri
$514K -$8.24K -130 -2%
TSWM
2014
Tyler-Stone Wealth Management
Ohio
$513K +$10.8K +170 +2%
XSC
2015
X-Square Capital
Puerto Rico
$513K +$18.8K +297 +4%
GAM
2016
Gould Asset Management
California
$513K +$75.4K +1,190 +17%
RDWM
2017
Red Door Wealth Management
Tennessee
$513K +$77.5K +1,223 +18%
COCM
2018
Charter Oak Capital Management
New Hampshire
$512K -$21.7K -342 -4%
WA
2019
Wambolt & Associates
Colorado
$511K -$7.29K -115 -1%
JSW
2020
Journey Strategic Wealth
New Jersey
$510K -$103K -1,632 -17%
WWA
2021
WCG Wealth Advisors
Nevada
$510K +$514K +8,106 New
HFP
2022
Holistic Financial Partners
Indiana
$508K -$6.4K -101 -1%
PIA
2023
Powell Investment Advisors
Florida
$508K +$276K +4,351 +118%
SWK
2024
Stephen W. Kidder
$506K -$3.17K -50 -0.6%
SL
2025
Summitry LLC
California
$506K +$12.7K +201 +3%
79 80
81
82 83