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Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
2001
Meramec Financial Planners
Missouri
$21.1K +$20.1K +47 New
KG
2002
Kilter Group
New York
$20.9K -$4.28K -10 -17%
EWM
2003
Evolution Wealth Management
Florida
$20.5K -$857 -2 -4%
MAM
2004
Marquette Asset Management
Minnesota
$19.6K -$4.71K -11 -19%
CWM
2005
Cranbrook Wealth Management
Michigan
$19.6K – – –
OPTFSNA
2006
Old Point Trust & Financial Services N A
Virginia
$19.2K – – –
TC
2007
Tacita Capital
Ontario, Canada
$19.2K – – –
JGCM
2008
Joseph Group Capital Management
Ohio
$18.8K +$18.8K +44 New
WAG
2009
Wilkerson Advisory Group
Missouri
$17.9K +$18K +42 New
HWP
2010
Highline Wealth Partners
California
$17.5K -$4.71K -11 -21%
IRC
2011
Investors Research Corp
Georgia
$17.5K – – –
WWM
2012
Wolff Wiese Magana
California
$17.5K – – –
GAM
2013
Guinness Asset Management
United Kingdom
$17.1K +$17.1K +40 New
IWM
2014
IMG Wealth Management
Florida
$17.1K +$8.57K +20 +100%
LB
2015
Legacy Bridge
Iowa
$17.1K +$16.7K +39 +3,900%
CFM
2016
Cornerstone Financial Management
Massachusetts
$17.1K +$17.1K +40 New
SFS
2017
Sunrise Financial Services
Washington
$17.1K +$17.1K +40 New
LIA
2018
Luken Investment Analytics
Tennessee
$16.6K – – –
TTIC
2019
Tower Trust & Investment Company
Iowa
$16.2K – – –
PCM
2020
Penserra Capital Management
California
$16K – – –
HIA
2021
HFM Investment Advisors
New Jersey
$15.4K +$12.4K +29 +414%
MEG
2022
Millstone Evans Group
Colorado
$14.9K – – –
RTL
2023
Red Tortoise LLC
Georgia
$14.9K – – –
CFP
2024
Comprehensive Financial Planning
Pennsylvania
$14.7K – – –
EP
2025
Essential Partners
California
$14.5K -$185K -433 -93%
79 80
81
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