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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2001
Port Capital
Illinois
$357K -$36.6K -230 -10%
KCPG
2002
Kavar Capital Partners Group
Kansas
$357K -$12.4K -78 -4%
GHA
2003
GW Henssler & Associates
Georgia
$357K +$13.4K +84 +4%
WCG
2004
Weaver Consulting Group
California
$357K +$325K +2,043 New
FMTC
2005
Farmers & Merchants Trust Company
California
$354K -$40.4K -254 -11%
TF
2006
TimeScale Financial
Massachusetts
$354K -$38.8K -244 -10%
TCPWM
2007
Traverso Chambers Private Wealth Management
California
$354K – – –
SSW
2008
Smith Shellnut Wilson
Mississippi
$352K -$87.8K -552 -21%
ACM
2009
AUA Capital Management
Pennsylvania
$352K – – –
NFG
2010
NewFocus Financial Group
Washington
$349K -$41.8K -263 -11%
TIA
2011
Traphagen Investment Advisors
New Jersey
$348K +$332K +2,089 New
WPA
2012
West Paces Advisors
Georgia
$347K -$954 -6 -0.3%
CCM
2013
Cox Capital Management
Massachusetts
$346K -$6.04K -38 -2%
KWMG
2014
King Wealth Management Group
Florida
$343K – – –
PW
2015
Price Wealth
Texas
$343K – – –
SQA
2016
Simon Quick Advisors
New Jersey
$339K -$155K -975 -32%
RGC
2017
Roberts, Glore & Co
Illinois
$339K -$1.43K -9 -0.4%
SAS
2018
Stelac Advisory Services
New York
$339K – – –
MWC
2019
MBM Wealth Consultants
Missouri
$339K +$28.5K +179 +10%
OWA
2020
Outlook Wealth Advisors
Texas
$337K -$292K -1,839 -48%
WCM
2021
Wedge Capital Management
North Carolina
$336K -$170K -1,067 -35%
JFM
2022
Jackson Financial Management
California
$336K -$66.6K -419 -17%
EWM
2023
Endurance Wealth Management
Rhode Island
$335K -$4.77K -30 -1%
PC
2024
Pecaut & Co
Iowa
$334K – – –
MPPLM
2025
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$334K +$319K +2,004 New
79 80
81
82 83