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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
2001
Measured Wealth Private Client Group
New Hampshire
$26.7K +$26.5K +172 New
AEPWM
2002
Atlantic Edge Private Wealth Management
Florida
$26.4K – – –
AWM
2003
Abound Wealth Management
Tennessee
$25.8K – – –
BFPW
2004
BOK Financial Private Wealth
Colorado
$25.8K – – –
DFC
2005
DB Fitzpatrick & Co
Idaho
$25.6K – – –
SNB
2006
Security National Bank
Nebraska
$24.8K – – –
PWMG
2007
Private Wealth Management Group
New Jersey
$24.5K – – –
IA
2008
IFS Advisors
Kansas
$24.5K – – –
AT
2009
Arlington Trust
Alabama
$24.1K -$15.4K -100 -39%
SOW
2010
State of Wyoming
Wyoming
$23.9K +$23.7K +154 New
APW
2011
Atlantic Private Wealth
North Carolina
$23.3K – – –
MDA
2012
Minot DeBlois Advisors
Massachusetts
$23.3K – – –
PWM
2013
Peck Wealth Management
New York
$23.3K +$23.1K +150 New
NECFA
2014
New England Capital Financial Advisors
Connecticut
$22.5K – – –
AW
2015
Avion Wealth
Texas
$22K – – –
TFGT
2016
TS Financial Group (TSFG)
Illinois
$22K – – –
TFG
2017
Team Financial Group
California
$21.2K +$154 +1 +0.7%
WAG
2018
Wiser Advisor Group
Arizona
$20.8K +$20.7K +134 New
HIW
2019
Holos Integrated Wealth
Pennsylvania
$20.7K -$5.09K -33 -19%
PC
2020
Promus Capital
Illinois
$20.5K +$154 +1 +0.8%
RF
2021
Roxbury Financial
New Jersey
$20.4K – – –
GWS
2022
Greykasell Wealth Strategies
California
$19.6K – – –
PPA
2023
Painted Porch Advisors
California
$19.4K +$15.4K +100 +400%
JWM
2024
JPL Wealth Management
Colorado
$19.3K +$19.1K +124 New
TCA
2025
Trifecta Capital Advisors
Illinois
$19.2K +$16.2K +105 +553%
79 80
81
82 83