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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
2001
Legacy Wealth Management (Mississippi)
Mississippi
$6.71M +$127K +604 +2%
SCA
2002
Stokes Capital Advisors
South Carolina
$6.69M -$653K -3,110 -9%
SIC
2003
Sigma Investment Counselors
Michigan
$6.69M -$6.42M -30,560 -49%
KFP
2004
Keystone Financial Planning
Ohio
$6.69M -$19.1K -91 -0.3%
SFI
2005
SPC Financial Inc
Maryland
$6.68M -$103K -491 -2%
SFM
2006
Signet Financial Management
New Jersey
$6.66M -$220K -1,049 -3%
CRM
2007
Cramer Rosenthal McGlynn
Connecticut
$6.66M -$2.63M -12,501 -28%
HCA
2008
Harbour Capital Advisors
Virginia
$6.66M +$81.3K +387 +1%
TI
2009
tru Independence
Oregon
$6.65M -$3.02M -14,362 -31%
BWM
2010
BerganKDV Wealth Management
Minnesota
$6.65M +$201K +955 +3%
BWA
2011
BDO Wealth Advisors
Florida
$6.64M -$223K -1,061 -3%
JG
2012
Jefferies Group
New York
$6.64M -$731K -3,479 -10%
VCA
2013
Verdence Capital Advisors
Maryland
$6.64M +$359K +1,707 +6%
MFG
2014
Magnus Financial Group
New York
$6.63M -$1.59M -7,554 -19%
DFA
2015
Delta Financial Advisors
Louisiana
$6.63M -$121K -577 -2%
QOP
2016
Quinn Opportunity Partners
Virginia
$6.63M +$6.07M +28,900 +1,112%
AIA
2017
Angeles Investment Advisors
California
$6.62M +$248K +1,180 +4%
PWPS
2018
Pinnacle Wealth Planning Services
Ohio
$6.61M -$53.1K -253 -0.8%
ACM
2019
Alta Capital Management
Utah
$6.61M +$237K +1,130 +4%
CWG
2020
Cornerstone Wealth Group
North Carolina
$6.6M +$351K +1,673 +6%
HC
2021
HNP Capital
New York
$6.59M -$834K -3,969 -12%
PWSG
2022
Pacific Wealth Strategies Group
California
$6.59M +$24.2K +115 +0.4%
BKA
2023
Brick & Kyle Associates
Pennsylvania
$6.58M +$725K +3,452 +12%
HCM
2024
Highlander Capital Management
New Jersey
$6.58M – – –
WPA
2025
Winning Points Advisors
Florida
$6.57M -$120K -573 -2%
79 80
81
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