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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2001
Evercore Wealth Management
New York
$4.23M +$46.4K +79 +1%
MW
2002
MBL Wealth
North Carolina
$4.23M -$113K -192 -3%
TI
2003
Truxt Investmentos
Brazil
$4.23M -$2.18M -3,720 -34%
PA
2004
PFG Advisors
Arizona
$4.21M -$558K -951 -12%
RA
2005
Rockingstone Advisors
Massachusetts
$4.21M +$78.7K +134 +2%
AEPWM
2006
Atlantic Edge Private Wealth Management
Florida
$4.18M +$21.1K +36 +0.5%
ETCM
2007
Evolutionary Tree Capital Management
Virginia
$4.18M -$235K -401 -5%
MMEA
2008
Main Management ETF Advisors
California
$4.17M -$376K -640 -8%
AFAS
2009
Acorn Financial Advisory Services
Virginia
$4.16M -$99.8K -170 -2%
WAG
2010
Winthrop Advisory Group
Massachusetts
$4.16M +$89.8K +153 +2%
FAN
2011
Financial Advisors Network
California
$4.15M +$4.16M +7,094 New
OF
2012
Outfitter Financial
Maine
$4.15M +$4.7K +8 +0.1%
ACM
2013
Arvin Capital Management
Texas
$4.14M +$4.15M +7,064 New
HIM
2014
Hillsdale Investment Management
Ontario, Canada
$4.13M -$58.7K -100 -1%
PNC
2015
Park National Corp
Ohio
$4.13M +$336K +572 +9%
USWG
2016
U.S. Wealth Group
New York
$4.13M +$4.14M +7,052 New
SW
2017
SlateStone Wealth
Florida
$4.12M +$244K +415 +6%
IWA
2018
Icon Wealth Advisors
Texas
$4.12M +$422K +719 +11%
PCM
2019
Parsons Capital Management
Rhode Island
$4.12M +$20K +34 +0.5%
RA
2020
Rational Advisors
New York
$4.09M -$1.39M -2,374 -25%
MW
2021
Marcum Wealth
Ohio
$4.08M +$310K +528 +8%
RPCONE
2022
Retirement Planning Company of New England
Rhode Island
$4.08M +$27.6K +47 +0.7%
FPCP
2023
Fort Point Capital Partners
California
$4.08M +$88K +150 +2%
RMA
2024
Roffman Miller Associates
Pennsylvania
$4.07M -$7.04K -12 -0.2%
KIA
2025
KCM Investment Advisors
California
$4.06M +$109K +186 +3%
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