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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2001
Pure Financial Advisors
California
$701K +$326K +4,757 +95%
BFA
2002
Buttonwood Financial Advisors
Maryland
$701K -$16.2K -237 -2%
PWM
2003
Prentice Wealth Management
New York
$700K +$34.6K +506 +5%
RW
2004
Regimen Wealth
Georgia
$700K +$5.07K +74 +0.8%
AIM
2005
Aspen Investment Management
Michigan
$697K -$19.5K -285 -3%
FA
2006
Fiduciary Alliance
South Carolina
$696K +$174K +2,542 +36%
FFA
2007
First Foundation Advisors
California
$696K -$141K -2,058 -18%
KB
2008
Kimelman & Baird
New York
$695K – – –
CSI
2009
Cross Staff Investments
New York
$693K – – –
UAG
2010
United Advisor Group
Ohio
$693K +$174K +2,544 +36%
FHC
2011
First Heartland Consultants
Missouri
$693K -$5.07K -74 -0.8%
AWM
2012
Adams Wealth Management
Utah
$693K -$117K -1,703 -15%
CI
2013
CacheTech Inc
Utah
$693K -$117K -1,703 -15%
MMA
2014
Miracle Mile Advisors
California
$693K +$66.6K +972 +11%
MPIA
2015
Mountain Pacific Investment Advisers
Idaho
$692K -$19.5K -285 -3%
LWMM
2016
Legacy Wealth Management (Mississippi)
Mississippi
$692K +$84K +1,227 +15%
TT
2017
TI-Trust
Illinois
$692K -$274 -4 -0%
GIM
2018
Goelzer Investment Management
Indiana
$689K – – –
CCA
2019
Clearwater Capital Advisors
Illinois
$689K +$656K +9,583 New
SWA
2020
SFMG Wealth Advisors
Texas
$689K +$2.94K +43 +0.5%
GLLW
2021
Graves Light Lenhart Wealth
Virginia
$688K – – –
LF
2022
Lantz Financial
Illinois
$687K +$58.8K +858 +10%
TIA
2023
Tandem Investment Advisors
South Carolina
$686K -$65.7K -960 -9%
MWA
2024
MN Wealth Advisors
Kansas
$685K -$273K -3,986 -29%
BAAM
2025
Baker Avenue Asset Management
California
$685K +$392K +5,727 +150%
79 80
81
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