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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
2001
Icon Wealth Partners
Texas
$1.33M -$180K -596 -12%
SICM
2002
Sustainable Insight Capital Management
New York
$1.33M – – –
WAG
2003
Winthrop Advisory Group
Massachusetts
$1.33M +$16.6K +55 +1%
DG
2004
DMC Group
Alabama
$1.33M +$306K +1,016 +30%
HCM
2005
HMS Capital Management
Tennessee
$1.32M +$156K +519 +13%
B
2006
Barings
North Carolina
$1.32M -$213K -706 -14%
MCWS
2007
McKinley Carter Wealth Services
West Virginia
$1.32M +$6.03K +20 +0.5%
AF
2008
Apexium Financial
Texas
$1.31M -$904 -3 -0.1%
MLL
2009
Moody Lynn & Lieberson
Massachusetts
$1.31M +$59.4K +197 +5%
CPWM
2010
Cypress Point Wealth Management
Texas
$1.31M +$174K +578 +15%
ESB
2011
Essex Savings Bank
Connecticut
$1.31M -$10.8K -36 -0.8%
CB
2012
Cadence Bank
Mississippi
$1.31M -$11.1K -37 -0.8%
CWS
2013
Confluence Wealth Services
Pennsylvania
$1.31M +$82.9K +275 +7%
GWS
2014
Glassman Wealth Services
Virginia
$1.3M +$108K +360 +9%
LWM
2015
Liberty Wealth Management
California
$1.3M -$206K -683 -14%
UBV
2016
United Bank (Virginia)
Virginia
$1.3M +$7.23K +24 +0.6%
CCG
2017
Coastwise Capital Group
California
$1.3M -$1M -3,320 -43%
ILI
2018
Invesco LLC (Illinois)
Illinois
$1.29M +$153K +508 +13%
CFO
2019
CVA Family Office
Colorado
$1.29M +$51.2K +170 +4%
CWA
2020
Consilio Wealth Advisors
Washington
$1.29M -$18.7K -62 -1%
DBIA
2021
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$904 +3 +0.1%
DF
2022
Donoghue Forlines
Massachusetts
$1.29M +$1.29M +4,295 New
1SB
2023
1ST Source Bank
Indiana
$1.29M +$43.1K +143 +3%
AA
2024
Altman Advisors
Illinois
$1.29M +$1.29M +4,286 New
PPC
2025
Park Place Capital
Alabama
$1.29M +$18.4K +61 +1%
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