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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
2001
Whitegate Investment Counselors
New Hampshire
$426K – – –
GWM
2002
Greenwich Wealth Management
Connecticut
$425K -$21.4K -320 -5%
VIM
2003
Vista Investment Management
Pennsylvania
$424K – – –
OPA
2004
Old Port Advisors
Maine
$424K +$2.01K +30 +0.5%
PSF
2005
Pacific Sun Financial
California
$423K -$3.34K -50 -0.8%
BA
2006
Ballast Advisors
Minnesota
$422K -$10K -150 -2%
DC
2007
Darrow Company
Massachusetts
$421K -$10K -150 -2%
WFAG
2008
Worth Financial Advisory Group
North Carolina
$421K +$95K +1,420 +31%
SFS
2009
Stiles Financial Services
Minnesota
$421K +$179K +2,680 +82%
FFA
2010
First Foundation Advisors
California
$416K -$1.09M -16,370 -74%
EFG
2011
Embree Financial Group
Illinois
$415K -$84.9K -1,270 -18%
PFS
2012
Prospect Financial Services
New York
$415K +$160K +2,390 +69%
AHL
2013
Abel Hall LLC
Louisiana
$414K +$3.34K +50 +0.9%
SW
2014
SMART Wealth
Nebraska
$414K +$390K +5,830 New
HWM
2015
Hemington Wealth Management
Virginia
$413K -$8.03K -120 -2%
MCC
2016
Maiden Cove Capital
Maine
$412K +$389K +5,810 New
SFPG
2017
Stonebridge Financial Planning Group
Florida
$411K -$33.4K -500 -8%
ACM
2018
Academy Capital Management
Texas
$411K – – –
FWM
2019
FMB Wealth Management
California
$411K – – –
WP
2020
WealthPLAN Partners
Nebraska
$410K -$244K -3,650 -39%
HWM
2021
Horizon Wealth Management
Illinois
$408K +$1.34K +20 +0.3%
VC
2022
Veracity Capital
Georgia
$407K +$26.1K +390 +7%
MWM
2023
Meritas Wealth Management
California
$406K +$10.7K +160 +3%
FW
2024
FullCircle Wealth
Texas
$405K +$2.01K +30 +0.6%
ICM
2025
IMS Capital Management
Oregon
$404K – – –
79 80
81
82 83