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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
2001
Plante Moran Financial Advisors
Michigan
$11.6K – – –
WIM
2002
Westside Investment Management
California
$11.2K – – –
HWM
2003
HighMark Wealth Management
Minnesota
$11.2K +$4.05K +9 +53%
CWP
2004
Clark Wealth Partners
Illinois
$11.2K +$7.65K +17 +243%
PS
2005
Pinney & Scofield
Massachusetts
$10.7K – – –
RWM
2006
Ruedi Wealth Management
Illinois
$10.7K – – –
CIA
2007
Cape Investment Advisory
Georgia
$10.2K -$1.8K -4 -15%
DWM
2008
Dogwood Wealth Management
Kansas
$10.2K +$9.9K +22 New
RI
2009
Ridgewood Investments
New Jersey
$10.2K +$9.9K +22 New
CWM
2010
Copia Wealth Management
Oregon
$9.31K – – –
BA
2011
Bellwether Advisors
Nebraska
$8.85K – – –
LAM
2012
Lummis Asset Management
Texas
$8.85K – – –
YP
2013
YANKCOM Partnership
South Dakota
$8.85K +$8.55K +19 New
RJA
2014
Ross\Johnson & Associates
Minnesota
$8.38K +$8.1K +18 New
DF
2015
DecisionPoint Financial
Arizona
$7.92K – – –
HHGA
2016
Halbert Hargrove Global Advisors
California
$7.92K +$7.65K +17 New
FCAS
2017
First Command Advisory Services
Texas
$7.45K +$7.2K +16 New
Q1WB
2018
Quest 10 Wealth Builders
Virginia
$7.29K +$1.35K +3 +23%
FMTCOCP
2019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
MDA
2020
Minot DeBlois Advisors
Massachusetts
$6.99K -$9K -20 -57%
BFPW
2021
BOK Financial Private Wealth
Colorado
$6.99K -$3.6K -8 -35%
BHWM
2022
Beaird Harris Wealth Management
Texas
$6.99K – – –
T
2023
Tidemark
California
$6.99K – – –
PWA
2024
Principia Wealth Advisory
Texas
$6.69K +$4.5K +10 +200%
PCTC
2025
Perkins Coie Trust Company
Washington
$6.52K – – –
79 80
81
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