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Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
2001
Tower View Wealth Management
Wisconsin
$8K +$5.09K +120 +120%
HWP
2002
Hibernia Wealth Partners
Louisiana
$7.93K +$8.9K +210 New
JGIA
2003
Jackson Grant Investment Advisers
Connecticut
$7.55K – – –
CHC
2004
City Holding Co
West Virginia
$7.55K – – –
IAS
2005
IMA Advisory Services
Colorado
$7.17K – – –
LWA
2006
Lowe Wealth Advisors
Maryland
$6.42K -$8.48K -200 -54%
PWMA
2007
Pension & Wealth Management Advisors
Massachusetts
$6.42K – – –
KFS
2008
Kelly Financial Services
Massachusetts
$6.42K +$1.27K +30 +21%
MBFW
2009
Morton Brown Family Wealth
Pennsylvania
$5.66K – – –
PCTC
2010
Perkins Coie Trust Company
Washington
$5.66K +$6.36K +150 New
MIM
2011
Macroview Investment Management
Maryland
$4.91K -$10.6K -250 -66%
TCM
2012
Tradewinds Capital Management
Washington
$4.53K – – –
ACA
2013
Atlas Capital Advisors
Wyoming
$4.53K – – –
FP
2014
Financial Perspectives
Minnesota
$4.53K – – –
BCH
2015
Berkshire Capital Holdings
California
$3.78K -$9.43M -222,400 -100%
FSWA
2016
Financial Synergies Wealth Advisors
Texas
$3.78K – – –
PG
2017
Proffitt & Goodson
Tennessee
$3.78K – – –
SC
2018
Stephens Consulting
Michigan
$3.78K – – –
JFG
2019
JDM Financial Group
Texas
$3.77K – – –
CFS
2020
CGC Financial Services
Oregon
$3.4K – – –
PS
2021
PayPay Securities
Japan
$3.25K +$7.63K +180 +225%
AA
2022
AlphaMark Advisors
Kentucky
$3K -$9.75K -230 -77%
VF
2023
VitalStone Financial
Texas
$3K -$2.97K -70 -54%
CMP
2024
Coston McIsaac & Partners
Maine
$3K -$2.12K -50 -33%
SWM
2025
Sanctuary Wealth Management
Idaho
$2.64K – – –
79 80
81
82 83