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Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
2001
Vista Investment Partners
Oklahoma
$358K +$124K +1,980 +59%
AA
2002
Acorns Advisers
California
$358K +$80.6K +1,290 +32%
LIA
2003
Lynx Investment Advisory
District of Columbia
$358K +$331K +5,300 New
FMB
2004
Field & Main Bank
Kentucky
$358K +$87.4K +1,400 +36%
BWP
2005
Barlow Wealth Partners
Kentucky
$357K -$1.87K -30 -0.5%
VFG
2006
V2 Financial group
Illinois
$357K +$48.1K +770 +16%
BMC
2007
Benin Management Corp
Connecticut
$355K – – –
TCOV
2008
Trust Company of Vermont
Vermont
$355K +$16.2K +260 +5%
FNWA
2009
Financial Network Wealth Advisors
Utah
$354K -$13.7K -220 -4%
CPWM
2010
Cypress Point Wealth Management
Texas
$354K +$20.6K +330 +7%
EFSCE
2011
Enterprise Financial Services Corp (EFSC)
Missouri
$354K -$11.2K -180 -3%
HAS
2012
HBW Advisory Services
California
$353K +$327K +5,230 New
EL
2013
EWA LLC
Pennsylvania
$353K +$50K +800 +17%
GFG
2014
Goldstone Financial Group
Illinois
$352K +$70.6K +1,130 +28%
SWM
2015
Seed Wealth Management
Illinois
$351K – – –
CAS
2016
Coppell Advisory Solutions
Texas
$351K +$325K +5,200 New
JWA
2017
JFS Wealth Advisors
Pennsylvania
$351K -$18.7K -300 -5%
NERM
2018
New England Research & Management
Illinois
$350K – – –
IWS
2019
Integrity Wealth Solutions
Colorado
$350K -$396K -6,340 -55%
BIA
2020
Biondo Investment Advisors
Pennsylvania
$349K – – –
CIAS
2021
CFS Investment Advisory Services
New Jersey
$348K +$83.7K +1,340 +35%
1CP
2022
17 Capital Partners
Arizona
$348K – – –
SB
2023
Sunflower Bank
Texas
$347K +$18.1K +290 +6%
SIMG
2024
Sonora Investment Management Group
Arizona
$347K – – –
CC
2025
Courier Capital
New York
$346K – – –
79 80
81
82 83