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Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
2001
Richard W. Paul & Associates
Michigan
$1.18M +$9.84K +19 +0.9%
PIA
2002
Pinion Investment Advisors
Kansas
$1.18M -$16K -31 -1%
PIA
2003
Perennial Investment Advisors
California
$1.18M -$2.59K -5 -0.2%
LFG
2004
Larson Financial Group
Missouri
$1.18M +$12.9K +25 +1%
JF
2005
Jericho Financial
Ohio
$1.18M +$1.16M +2,234 New
EAM
2006
Evanson Asset Management
California
$1.17M -$123K -237 -10%
OL
2007
OneFund LLC
Florida
$1.17M +$32.6K +63 +3%
LF
2008
Lee Financial
Texas
$1.17M – – –
CPA
2009
Capital Planning Advisors
California
$1.17M +$2.59K +5 +0.2%
SWM
2010
Scissortail Wealth Management
Oklahoma
$1.17M +$1.15M +2,217 +73,900%
CWIG
2011
Chung Wu Investment Group
Texas
$1.17M +$1.15M +2,220 New
FMB
2012
Field & Main Bank
Kentucky
$1.17M -$7.76K -15 -0.7%
LC
2013
LCNB Corp
Ohio
$1.17M +$11.9K +23 +1%
AC
2014
ASB Consultores
Florida
$1.17M -$518 -1 -0%
LCWP
2015
Legacy Capital Wealth Partners
Arkansas
$1.16M -$1.15M -2,228 -50%
USWIA
2016
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.16M +$128K +247 +13%
SCM
2017
Seascape Capital Management
New Hampshire
$1.16M -$53.3K -103 -4%
BPW
2018
Bingham Private Wealth
California
$1.16M +$1.14M +2,199 New
SAM
2019
SP Asset Management
California
$1.16M +$1.55K +3 +0.1%
SI
2020
Seeds Investor
New York
$1.16M +$86.5K +167 +8%
SFP
2021
Sandbox Financial Partners
Maryland
$1.16M +$4.66K +9 +0.4%
EAM
2022
Empirical Asset Management
Massachusetts
$1.15M +$1.13M +2,191 New
FWTB
2023
First Western Trust Bank
Colorado
$1.15M +$10.4K +20 +0.9%
WW
2024
Waterfront Wealth
Kansas
$1.15M +$8.28K +16 +0.7%
CAG
2025
Cypress Advisory Group
Arizona
$1.15M +$1.13M +2,178 New
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