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Name Holding Trade Value Shares
Change 		Change in
Stake
HHCP
2001
Hilton Head Capital Partners
South Carolina
$22.6K +$22.7K +53 New
DWM
2002
Darwin Wealth Management
Florida
$22.6K – – –
FPF
2003
First Pacific Financial
Washington
$21.9K -$857 -2 -4%
AAG
2004
Accordant Advisory Group
Maryland
$21.3K +$21.4K +50 New
LI
2005
Louisbourg Investments
New Brunswick, Canada
$21.3K – – –
MFP
2006
Meramec Financial Planners
Missouri
$21.1K +$20.1K +47 New
KG
2007
Kilter Group
New York
$20.9K -$4.28K -10 -17%
EWM
2008
Evolution Wealth Management
Florida
$20.5K -$857 -2 -4%
MAM
2009
Marquette Asset Management
Minnesota
$19.6K -$4.71K -11 -19%
CWM
2010
Cranbrook Wealth Management
Michigan
$19.6K – – –
OPTFSNA
2011
Old Point Trust & Financial Services N A
Virginia
$19.2K – – –
TC
2012
Tacita Capital
Ontario, Canada
$19.2K – – –
JGCM
2013
Joseph Group Capital Management
Ohio
$18.8K +$18.8K +44 New
WAG
2014
Wilkerson Advisory Group
Missouri
$17.9K +$18K +42 New
HWP
2015
Highline Wealth Partners
California
$17.5K -$4.71K -11 -21%
IRC
2016
Investors Research Corp
Georgia
$17.5K – – –
WWM
2017
Wolff Wiese Magana
California
$17.5K – – –
GAM
2018
Guinness Asset Management
United Kingdom
$17.1K +$17.1K +40 New
IWM
2019
IMG Wealth Management
Florida
$17.1K +$8.57K +20 +100%
LB
2020
Legacy Bridge
Iowa
$17.1K +$16.7K +39 +3,900%
CFM
2021
Cornerstone Financial Management
Massachusetts
$17.1K +$17.1K +40 New
SFS
2022
Sunrise Financial Services
Washington
$17.1K +$17.1K +40 New
LIA
2023
Luken Investment Analytics
Tennessee
$16.6K – – –
TTIC
2024
Tower Trust & Investment Company
Iowa
$16.2K – – –
PCM
2025
Penserra Capital Management
California
$16K – – –
79 80
81
82 83