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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2001
Old Point Trust & Financial Services N A
Virginia
$21.1K -$22.8K -50 -53%
RI
2002
Ridgewood Investments
New Jersey
$21.1K +$10.5K +23 +105%
TC
2003
Tacita Capital
Ontario, Canada
$21.1K +$20.5K +45 New
SFCL
2004
Strengthening Families & Communities LLC
Massachusetts
$20K +$456 +1 +2%
AFG
2005
Albion Financial Group
Utah
$19.2K – – –
WWM
2006
Wolff Wiese Magana
California
$19.2K – – –
IRC
2007
Investors Research Corp
Georgia
$19.2K – – –
SCA
2008
Stuart Chaussee & Associates
California
$19.2K – – –
CWP
2009
Clark Wealth Partners
Illinois
$19.2K +$7.76K +17 +71%
CAWM
2010
Capital A Wealth Management
Pennsylvania
$18.9K -$151K -330 -88%
DWM
2011
Dogwood Wealth Management
Kansas
$18.8K +$8.22K +18 +82%
B
2012
Birchbrook
Maine
$18.8K – – –
WTA
2013
Washington Trust Advisors
Massachusetts
$18.8K -$3.65K -8 -17%
LIA
2014
Luken Investment Analytics
Tennessee
$18.3K – – –
PCM
2015
Penserra Capital Management
California
$18K -$1.66M -3,634 -99%
JGIA
2016
Jackson Grant Investment Advisers
Connecticut
$17.8K – – –
TTIC
2017
Tower Trust & Investment Company
Iowa
$17.8K – – –
MAS
2018
MPWM Advisory Solutions
Georgia
$17.4K – – –
BFS
2019
Bare Financial Services
Pennsylvania
$16.9K +$11.9K +26 +260%
MEG
2020
Millstone Evans Group
Colorado
$16.4K -$3.19K -7 -17%
HNW
2021
High Note Wealth
Minnesota
$16.4K – – –
RTL
2022
Red Tortoise LLC
Georgia
$16.4K – – –
CFP
2023
Comprehensive Financial Planning
Pennsylvania
$16.1K – – –
GTAM
2024
Global Trust Asset Management
Florida
$16K – – –
TIM
2025
Total Investment Management
Arizona
$16K +$15.5K +34 New
79 80
81
82 83