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Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
2001
S&CO Inc
Massachusetts
$756K -$28.5K -400 -4%
ZF
2002
Zhang Financial
Michigan
$756K +$26.4K +370 +4%
BT
2003
Brandywine Trust
Delaware
$756K – – –
ABWM
2004
Alpine Bank Wealth Management
Colorado
$756K -$35.6K -500 -4%
ISFAN
2005
Investor's Fiduciary Advisor Network
Washington
$755K +$400K +5,611 +111%
NRG
2006
Nemes Rush Group
Michigan
$753K +$31.8K +447 +4%
RIS
2007
Retirement Income Solutions
Michigan
$752K +$4.84K +68 +0.6%
HCP
2008
Hardin Capital Partners
South Carolina
$751K -$49K -688 -6%
CA
2009
Calton & Associates
Florida
$751K +$198K +2,784 +36%
BSB
2010
Bangor Savings Bank
Maine
$751K -$40.2K -564 -5%
SWA
2011
SFMG Wealth Advisors
Texas
$751K -$144K -2,026 -16%
FIB
2012
First Interstate Bank
Montana
$746K -$11K -155 -1%
CNB
2013
Camden National Bank
Maine
$746K -$10.5K -147 -1%
NPF
2014
Norris Perne & French
Michigan
$746K +$1.14K +16 +0.2%
WIM
2015
WealthPlan Investment Management
Nebraska
$744K +$411K +5,766 +121%
PCH
2016
PGIM Custom Harvest
New Jersey
$743K -$503K -7,056 -40%
FAFN
2017
First Affirmative Financial Network
Colorado
$743K +$110K +1,542 +17%
FH
2018
FWG Holdings
Florida
$742K +$11.7K +164 +2%
OW
2019
Olistico Wealth
Oklahoma
$741K +$4.2K +59 +0.6%
LIA
2020
LS Investment Advisors
Michigan
$739K -$35.6K -500 -5%
CIA
2021
Compass Ion Advisors
Pennsylvania
$739K +$4.06K +57 +0.5%
CCM
2022
Cullen Capital Management
New York
$738K – – –
KWMG
2023
King Wealth Management Group
Florida
$736K +$570 +8 +0.1%
LSA
2024
L & S Advisors
California
$736K -$18.3K -257 -2%
RBFC
2025
Roman Butler Fullerton & Co
Missouri
$736K +$102K +1,428 +16%
79 80
81
82 83