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Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
2001
DiNuzzo Private Wealth
Pennsylvania
$12.1K +$450 +1 +4%
KFP
2002
Keener Financial Planning
Texas
$12K – – –
TFGT
2003
TS Financial Group (TSFG)
Illinois
$12K – – –
PMFA
2004
Plante Moran Financial Advisors
Michigan
$11.6K – – –
WIM
2005
Westside Investment Management
California
$11.2K – – –
HWM
2006
HighMark Wealth Management
Minnesota
$11.2K +$4.05K +9 +53%
CWP
2007
Clark Wealth Partners
Illinois
$11.2K +$7.65K +17 +243%
PS
2008
Pinney & Scofield
Massachusetts
$10.7K – – –
RWM
2009
Ruedi Wealth Management
Illinois
$10.7K – – –
CIA
2010
Cape Investment Advisory
Georgia
$10.2K -$1.8K -4 -15%
DWM
2011
Dogwood Wealth Management
Kansas
$10.2K +$9.9K +22 New
RI
2012
Ridgewood Investments
New Jersey
$10.2K +$9.9K +22 New
CWM
2013
Copia Wealth Management
Oregon
$9.31K – – –
BA
2014
Bellwether Advisors
Nebraska
$8.85K – – –
LAM
2015
Lummis Asset Management
Texas
$8.85K – – –
YP
2016
YANKCOM Partnership
South Dakota
$8.85K +$8.55K +19 New
RJA
2017
Ross\Johnson & Associates
Minnesota
$8.38K +$8.1K +18 New
DF
2018
DecisionPoint Financial
Arizona
$7.92K – – –
HHGA
2019
Halbert Hargrove Global Advisors
California
$7.92K +$7.65K +17 New
FCAS
2020
First Command Advisory Services
Texas
$7.45K +$7.2K +16 New
Q1WB
2021
Quest 10 Wealth Builders
Virginia
$7.29K +$1.35K +3 +23%
FMTCOCP
2022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
MDA
2023
Minot DeBlois Advisors
Massachusetts
$6.99K -$9K -20 -57%
BFPW
2024
BOK Financial Private Wealth
Colorado
$6.99K -$3.6K -8 -35%
BHWM
2025
Beaird Harris Wealth Management
Texas
$6.99K – – –
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