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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2001
Syntegra Private Wealth Group
Missouri
$1.26M +$25.6K +47 +2%
BMCM
2002
Burns Matteson Capital Management
New York
$1.26M -$332K -610 -21%
SSWM
2003
Sheets Smith Wealth Management
North Carolina
$1.26M -$33.8K -62 -3%
FFWA
2004
FRG Family Wealth Advisors
Washington
$1.25M -$19.1K -35 -2%
VCM
2005
Versant Capital Management
Arizona
$1.25M +$571K +1,048 +85%
RSWM
2006
Robertson Stephens Wealth Management
California
$1.25M -$241K -443 -16%
ITIM
2007
Indiana Trust & Investment Management
Indiana
$1.24M -$174K -320 -12%
BWP
2008
BSW Wealth Partners
Colorado
$1.24M -$27.8K -51 -2%
MGWM
2009
Marks Group Wealth Management
Minnesota
$1.24M – – –
WKWM
2010
Walter & Keenan Wealth Management
Indiana
$1.24M +$98K +180 +9%
ARG
2011
Advisory Resource Group
Oklahoma
$1.24M -$3.27K -6 -0.3%
PIA
2012
Pinion Investment Advisors
Kansas
$1.24M +$7.62K +14 +0.6%
LJAC
2013
L.J. Altfest & Co
New York
$1.24M -$16.3K -30 -1%
CPL
2014
Capital & Planning LLC
Georgia
$1.23M +$962K +1,768 +370%
SIA
2015
SkyView Investment Advisors
New Jersey
$1.23M -$13.6K -25 -1%
FMB
2016
Field & Main Bank
Kentucky
$1.23M +$12K +22 +1%
EFMC
2017
Empire Financial Management Company
New York
$1.23M +$99.6K +183 +9%
BCM
2018
Brown Capital Management
Maryland
$1.22M -$2.17M -3,986 -64%
OL
2019
OneFund LLC
Florida
$1.22M +$2.18K +4 +0.2%
CFO
2020
Collective Family Office
Pennsylvania
$1.22M -$55.5K -102 -4%
BPW
2021
Bingham Private Wealth
California
$1.22M +$15.8K +29 +1%
CWIG
2022
Chung Wu Investment Group
Texas
$1.22M – – –
SWM
2023
Scissortail Wealth Management
Oklahoma
$1.22M – – –
EWS
2024
Evergreen Wealth Solutions
Pennsylvania
$1.22M -$250K -460 -17%
RIP
2025
Reliant Investment Partners
North Carolina
$1.21M -$25K -46 -2%
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