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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2001
Tacita Capital
Ontario, Canada
$21.1K +$20.5K +45 New
SFCL
2002
Strengthening Families & Communities LLC
Massachusetts
$20K +$456 +1 +2%
AFG
2003
Albion Financial Group
Utah
$19.2K – – –
WWM
2004
Wolff Wiese Magana
California
$19.2K – – –
IRC
2005
Investors Research Corp
Georgia
$19.2K – – –
SCA
2006
Stuart Chaussee & Associates
California
$19.2K – – –
CWP
2007
Clark Wealth Partners
Illinois
$19.2K +$7.76K +17 +71%
CAWM
2008
Capital A Wealth Management
Pennsylvania
$18.9K -$151K -330 -88%
DWM
2009
Dogwood Wealth Management
Kansas
$18.8K +$8.22K +18 +82%
B
2010
Birchbrook
Maine
$18.8K – – –
WTA
2011
Washington Trust Advisors
Massachusetts
$18.8K -$3.65K -8 -17%
LIA
2012
Luken Investment Analytics
Tennessee
$18.3K – – –
PCM
2013
Penserra Capital Management
California
$18K -$1.66M -3,634 -99%
JGIA
2014
Jackson Grant Investment Advisers
Connecticut
$17.8K – – –
TTIC
2015
Tower Trust & Investment Company
Iowa
$17.8K – – –
MAS
2016
MPWM Advisory Solutions
Georgia
$17.4K – – –
BFS
2017
Bare Financial Services
Pennsylvania
$16.9K +$11.9K +26 +260%
MEG
2018
Millstone Evans Group
Colorado
$16.4K -$3.19K -7 -17%
HNW
2019
High Note Wealth
Minnesota
$16.4K – – –
RTL
2020
Red Tortoise LLC
Georgia
$16.4K – – –
CFP
2021
Comprehensive Financial Planning
Pennsylvania
$16.1K – – –
GTAM
2022
Global Trust Asset Management
Florida
$16K – – –
TIM
2023
Total Investment Management
Arizona
$16K +$15.5K +34 New
RF
2024
Robinswood Financial
Washington
$15.6K – – –
HWP
2025
Highline Wealth Partners
California
$15.5K -$7.76K -17 -34%
79 80
81
82 83