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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
2001
King Wealth Management Group
Florida
$558K +$995 +16 +0.2%
KFA
2002
Kelleher Financial Advisors
New York
$556K +$124K +2,000 +28%
RFS
2003
Retirement Financial Solutions
Tennessee
$556K -$5.91K -95 -1%
SC
2004
Searle & Co
Connecticut
$556K
BCPWM
2005
Bradley & Co Private Wealth Management
Florida
$555K
NME
2006
Notis-McConarty Edward
$554K
DA
2007
Detalus Advisors
Missouri
$554K -$19.9K -320 -3%
SLG
2008
Stanley-Laman Group
Pennsylvania
$552K +$311 +5 +0.1%
ABLA
2009
Alan B. Lancz & Associates
Ohio
$551K
HAC
2010
Harbor Advisory Corp
New Hampshire
$550K +$19K +306 +3%
MC
2011
Middleton & Co
Massachusetts
$546K -$62.2K -1,000 -10%
CCWM
2012
Cassaday & Co Wealth Management
Virginia
$545K -$68.7K -1,105 -11%
TAM
2013
Tucker Asset Management
Colorado
$545K +$295K +4,749 +110%
C
2014
Certuity
Florida
$543K +$58.5K +940 +12%
FUBT
2015
First United Bank & Trust
Maryland
$542K +$12.4K +200 +2%
AI
2016
Accredited Investors
Minnesota
$542K -$59.4K -954 -10%
CA
2017
Cambridge Advisors
Nebraska
$541K -$102K -1,646 -15%
CPP
2018
Capasso Planning Partners
South Carolina
$540K -$145K -2,335 -21%
SWP
2019
Semus Wealth Partners
Florida
$540K +$40.8K +656 +8%
AT
2020
Arvest Trust
Oklahoma
$539K -$36.4K -585 -6%
IDBONY
2021
Israel Discount Bank of New York
New York
$539K -$74.2K -1,193 -12%
ACP
2022
Aviance Capital Partners
Florida
$538K +$4.04K +65 +0.7%
CAM
2023
Chesapeake Asset Management
New York
$537K -$29.1K -468 -5%
FPAS
2024
Focus Partners Advisor Solutions
Missouri
$536K +$4.23K +68 +0.8%
ARMT
2025
Amica Retiree Medical Trust
Rhode Island
$535K -$35.3K -567 -6%