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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Drive Wealth Management
Utah
$597K -$7.99K -133 -1%
RMCM
2002
Reynders McVeigh Capital Management
Massachusetts
$594K -$5.89K -98 -1%
MCM
2003
Maple Capital Management
Vermont
$594K -$35.7K -594 -6%
LWM
2004
Laidlaw Wealth Management
New York
$593K -$154K -2,568 -21%
PWMG
2005
Prestige Wealth Management Group
New Jersey
$593K -$50.3K -838 -8%
FS
2006
Ferguson Shapiro
Georgia
$593K -$2.7K -45 -0.5%
CCFCSB
2007
Cape Cod Five Cents Savings Bank
Massachusetts
$593K -$27.9K -465 -5%
1IA
2008
1834 Investment Advisors
Wisconsin
$592K -$20.4K -339 -3%
GIM
2009
Goelzer Investment Management
Indiana
$591K -$1.32K -22 -0.2%
SWA
2010
SFMG Wealth Advisors
Texas
$591K -$80.9K -1,346 -12%
DWA
2011
Delap Wealth Advisory
Oregon
$591K +$580K +9,652 New
CSI
2012
Cross Staff Investments
New York
$590K -$39K -650 -6%
TT
2013
TI-Trust
Illinois
$589K +$47.2K +785 +9%
MAWA
2014
Moss Adams Wealth Advisors
Washington
$588K +$275K +4,581 +92%
AIA
2015
Alera Investment Advisors
Illinois
$588K +$20.2K +337 +4%
SWK
2016
Stephen W. Kidder
$586K -$48.1K -800 -8%
GLLW
2017
Graves Light Lenhart Wealth
Virginia
$586K – – –
MAWCM
2018
Mine & Arao Wealth Creation & Management
California
$585K +$39K +650 +7%
FH
2019
FWG Holdings
Florida
$583K -$28.3K -471 -5%
BIM
2020
Baldwin Investment Management
Pennsylvania
$582K -$15.9K -265 -3%
RBFC
2021
Roman Butler Fullerton & Co
Missouri
$582K -$9.73K -162 -2%
RWA
2022
River Wealth Advisors
Pennsylvania
$582K -$6.01K -100 -1%
GWM
2023
GDS Wealth Management
Texas
$581K -$35.3K -587 -6%
VC
2024
Vestor Capital
Illinois
$580K +$9.25K +154 +2%
SC
2025
Sierra Capital
Florida
$579K – – –
79 80
81
82 83