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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2001
Coastwise Capital Group
California
$567K +$64.1K +1,061 +14%
VWM
2002
Vigilare Wealth Management
Arizona
$566K -$59.6K -987 -10%
FS
2003
Ferguson Shapiro
Georgia
$565K +$90.7K +1,503 +20%
CFG
2004
Cooper Financial Group
California
$565K +$32.4K +537 +6%
HA
2005
HC Advisors
Georgia
$564K +$18.1K +300 +3%
ABLA
2006
Alan B. Lancz & Associates
Ohio
$562K – – –
SAG
2007
SageView Advisory Group
California
$561K +$533K +8,827 New
LWM
2008
Lodestone Wealth Management
Washington
$561K +$533K +8,827 New
HAC
2009
Harbor Advisory Corp
New Hampshire
$561K -$84.5K -1,400 -14%
HGWM
2010
Horst & Graben Wealth Management
Oregon
$560K +$5.92K +98 +1%
RDWM
2011
Red Door Wealth Management
Tennessee
$559K +$4.89K +81 +0.9%
CG
2012
Corundum Group
Colorado
$558K +$28.6K +473 +6%
SPWG
2013
Sage Private Wealth Group
Illinois
$558K +$3.26K +54 +0.6%
BA
2014
Bristlecone Advisors
Washington
$556K – – –
TT
2015
TI-Trust
Illinois
$555K – – –
FAB
2016
First American Bank
Illinois
$554K – – –
CWS
2017
Cypress Wealth Services
California
$552K +$5.92K +98 +1%
PI
2018
Pettee Investors
Connecticut
$552K +$108K +1,782 +26%
WAM
2019
WNY Asset Management
New York
$550K -$2.66K -44 -0.5%
AIA
2020
Alera Investment Advisors
Illinois
$550K -$44.1K -730 -8%
CFA
2021
CWS Financial Advisors
Michigan
$550K -$37.7K -624 -6%
BG
2022
Benedetti & Gucer
Georgia
$550K +$142K +2,344 +37%
BFA
2023
Beacon Financial Advisory
Ohio
$550K +$12.1K +200 +2%
RCA
2024
Ranch Capital Advisors
Florida
$549K +$22.5K +372 +5%
UWPG
2025
Ullmann Wealth Partners Group
Florida
$549K +$45.8K +759 +10%
79 80
81
82 83