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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
2001
Register Financial Advisors
Georgia
$948K -$18.9K -175 -2%
MCWA
2002
Meadow Creek Wealth Advisors
Georgia
$948K -$111K -1,032 -9%
VAM
2003
Virtue Asset Management
Illinois
$948K +$37.5K +348 +4%
DP
2004
Dearborn Partners
Illinois
$946K +$7.55K +70 +0.7%
JWM
2005
Jeppson Wealth Management
California
$945K +$10.9K +101 +1%
FFA
2006
First Foundation Advisors
California
$944K -$29.1K -270 -3%
MCM
2007
Manchester Capital Management
Vermont
$942K +$539K +5,002 +99%
EPA
2008
Element Pointe Advisors
Florida
$942K
AFM
2009
Armstrong Fleming & Moore
District of Columbia
$940K -$2.16K -20 -0.2%
TIA
2010
Tiemann Investment Advisors
California
$940K -$156K -1,445 -13%
IPW
2011
Invictus Private Wealth
Colorado
$939K
HWA
2012
Heritage Wealth Advisors
Virginia
$939K
MGM
2013
Miura Global Management
New York
$938K -$1.08M -10,000 -50%
PI
2014
Parkside Investments
Illinois
$938K -$216K -2,000 -17%
MTC
2015
McDaniel Terry & Co
Texas
$938K
WCM
2016
Winebrenner Capital Management
Kentucky
$938K
AAM
2017
Alphadyne Asset Management
New York
$935K +$1.08M +9,973 New
RZH
2018
Relyea Zuckerberg Hanson
Connecticut
$933K -$206K -1,914 -16%
ETCM
2019
Evolutionary Tree Capital Management
Virginia
$932K -$3.02M -27,975 -74%
MWM
2020
Mascagni Wealth Management
Mississippi
$931K +$80.9K +750 +8%
CCG
2021
Catalina Capital Group
California
$931K +$1.83K +17 +0.2%
EA
2022
Emerald Advisers
Pennsylvania
$930K -$25.9K -240 -2%
LG
2023
LaFleur & Godfrey
Michigan
$930K +$1.07M +9,919 New
FCAS
2024
First Command Advisory Services
Texas
$930K +$176K +1,634 +20%
WG
2025
Welch Group
Alabama
$928K +$99.6K +924 +10%