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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2001
Cypress Asset Management
Texas
$781K -$967K -10,980 -50%
JEST
2002
JTC Employer Solutions Trustee
Jersey
$780K – – –
RBFC
2003
Roman Butler Fullerton & Co
Missouri
$778K -$17.9K -203 -2%
CWA
2004
Clarity Wealth Advisors
California
$778K +$26.1K +296 +3%
VCM
2005
Virtue Capital Management
Tennessee
$778K +$166K +1,881 +21%
V
2006
ViaWealth
Kansas
$776K +$15.9K +180 +2%
OWG
2007
Oxford Wealth Group
Florida
$774K +$9.86K +112 +1%
KLI
2008
Kelman-Lazarov Inc
Tennessee
$772K -$74.6K -847 -7%
SIG
2009
Sargent Investment Group
Maryland
$772K +$390K +4,433 +70%
E
2010
Evansbrook
Illinois
$771K +$8.81K +100 +0.9%
MCM
2011
Monument Capital Management
Virginia
$768K -$38.3K -435 -4%
PA
2012
Persium Advisors
Georgia
$765K +$116K +1,313 +14%
FBT
2013
First Bank & Trust
South Dakota
$763K -$201K -2,281 -18%
MCM
2014
McDonough Capital Management
Florida
$763K -$71.5K -812 -7%
AIM
2015
Alhambra Investment Management
Florida
$763K -$197K -2,237 -17%
TPW
2016
Tiller Private Wealth
Pennsylvania
$763K +$7.04K +80 +0.8%
WS
2017
Wilian Securities
Minnesota
$762K +$476K +5,404 +102%
CP
2018
Canopy Partners
Ohio
$762K -$19.2K -218 -2%
CCA
2019
Coign Capital Advisors
Utah
$761K -$11.4K -129 -1%
OIM
2020
Oder Investment Management
California
$760K +$24.7K +280 +3%
WG
2021
Warner Group
Connecticut
$757K +$474K +5,378 +103%
FAN
2022
Financial Advisors Network
California
$757K +$77.1K +875 +9%
CGPCS
2023
Capital Group Private Client Services
California
$757K -$3.08M -34,946 -77%
LW
2024
Linscomb Wealth
Texas
$757K -$34K -386 -4%
WA
2025
Wealth Architects
California
$753K +$535K +6,070 +136%
79 80
81
82 83