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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2001
Churchill Financial Advisors
Kentucky
$4.71M – – –
MWM
2002
Maridea Wealth Management
New York
$4.71M +$668K +1,093 +15%
PFA
2003
Perryman Financial Advisory
Texas
$4.7M +$677K +1,107 +15%
CAG
2004
Csenge Advisory Group
Florida
$4.69M +$97.8K +160 +2%
CP
2005
Cornerstone Planning
North Carolina
$4.69M +$33K +54 +0.7%
SAM
2006
Strategy Asset Managers
California
$4.68M -$89.3K -146 -2%
SIA
2007
SGL Investment Advisors
Montana
$4.68M +$18.3K +30 +0.4%
SOS
2008
Silver Oak Securities
Tennessee
$4.67M +$77.7K +127 +2%
TWM
2009
TRB Wealth Management
Texas
$4.67M -$1.11M -1,815 -18%
CCT
2010
Capital City Trust
Florida
$4.67M +$626K +1,023 +14%
LI
2011
LDIC Inc
$4.66M +$5.06M +8,274 New
AA
2012
Altman Advisors
Illinois
$4.65M +$630K +1,031 +14%
BHA
2013
Beech Hill Advisors
New York
$4.65M -$58.7K -96 -1%
MFA
2014
Mayflower Financial Advisors
Massachusetts
$4.64M +$186K +304 +4%
WC
2015
Wynn Capital
Georgia
$4.64M +$81.9K +134 +2%
BW
2016
BIP Wealth
Georgia
$4.63M +$706K +1,154 +16%
MA
2017
Modus Advisors
Minnesota
$4.61M +$101K +165 +2%
EFG
2018
Ethos Financial Group
Pennsylvania
$4.61M +$233K +381 +5%
TWM
2019
Tanager Wealth Management
United Kingdom
$4.6M +$424K +693 +9%
TCMP
2020
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.58M +$4.14M +6,769 +494%
TTIC
2021
Tower Trust & Investment Company
Iowa
$4.58M -$45.3K -74 -0.9%
BTWM
2022
Baker Tilly Wealth Management
Wisconsin
$4.58M -$266K -435 -5%
SIM
2023
SWP Investment Management
Ohio
$4.58M +$1.65M +2,698 +50%
SAM
2024
Secure Asset Management
Michigan
$4.57M +$1.74M +2,849 +54%
KFA
2025
Kapstone Financial Advisors
Ohio
$4.57M -$225K -368 -4%
79 80
81
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