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META

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
2001
Equitable Trust
Tennessee
$1.16M -$55.8K -226 -5%
SSWM
2002
Strait & Sound Wealth Management
California
$1.15M -$165K -668 -14%
EWM
2003
Evermay Wealth Management
Virginia
$1.15M -$34.1K -138 -3%
FVWA
2004
Foster Victor Wealth Advisors
South Carolina
$1.15M +$34.5K +140 +4%
DFA
2005
Delta Financial Advisors
Louisiana
$1.15M -$18.5K -75 -2%
GWS
2006
Glassman Wealth Services
Virginia
$1.14M -$8.88K -36 -0.9%
WQ
2007
Wealth Quarterback
New Jersey
$1.14M +$19K +77 +2%
LOIP
2008
Live Oak Investment Partners
Texas
$1.14M – – –
CAMV
2009
Concord Asset Management (Virginia)
Virginia
$1.14M +$105K +427 +12%
AI
2010
Accredited Investors
Minnesota
$1.14M +$29.1K +118 +3%
AWM
2011
Avaii Wealth Management
Wisconsin
$1.14M -$133K -538 -12%
EFSCE
2012
Enterprise Financial Services Corp (EFSC)
Missouri
$1.13M -$57.7K -234 -6%
RWA
2013
River Wealth Advisors
Pennsylvania
$1.13M -$5.18K -21 -0.5%
EL
2014
Essex LLC
Illinois
$1.13M +$16.5K +67 +2%
BWP
2015
BSW Wealth Partners
Colorado
$1.13M -$22.2K -90 -2%
AFC
2016
AFT Forsyth & Company
Florida
$1.13M -$48.1K -195 -5%
TPWA
2017
TRUE Private Wealth Advisors
Oregon
$1.12M -$194K -787 -17%
EAM
2018
Eschler Asset Management
United Kingdom
$1.12M -$238K -963 -15%
CPA
2019
Capital Performance Advisors
California
$1.12M -$2.47K -10 -0.3%
HCM
2020
HMS Capital Management
Tennessee
$1.12M +$961K +3,893 New
ISWM
2021
Independent Solutions Wealth Management
New York
$1.12M +$9.62K +39 +1%
BIC
2022
Beach Investment Counsel
Pennsylvania
$1.11M – – –
CAM
2023
CenterStar Asset Management
Illinois
$1.11M +$955K +3,872 New
SBH
2024
Segall Bryant & Hamill
Illinois
$1.11M -$16.8K -68 -2%
SIM
2025
SSI Investment Management
California
$1.11M -$9.38K -38 -1%
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81
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