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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
2001
Lavaca Capital
Texas
$265K +$277K +1,968 New
IIC
2002
Integrated Investment Consultants
Michigan
$264K +$14.6K +104 +6%
LFS
2003
Legacy Financial Strategies
Kansas
$264K +$56.2K +400 +26%
AA
2004
ALPS Advisors
Colorado
$263K -$414K -2,947 -60%
PD
2005
Planning Directions
Pennsylvania
$263K -$14.2K -101 -5%
DWP
2006
Destiny Wealth Partners
Florida
$263K +$2.25K +16 +0.8%
PVH
2007
Psagot Value Holdings
Israel
$262K -$50.6K -360 -16%
BCM
2008
Buckhead Capital Management
Georgia
$262K -$24.6K -175 -8%
BWA
2009
Blodgett Wealth Advisors
California
$262K -$1.41K -10 -0.5%
PCG
2010
Prosperity Consulting Group
Maryland
$262K +$27K +192 +11%
APG
2011
Abacus Planning Group
South Carolina
$262K +$48.2K +343 +21%
MWA
2012
Monograph Wealth Advisors
California
$261K -$22.3K -159 -8%
APWM
2013
Atlas Private Wealth Management
New York
$261K – – –
LPP
2014
Life Planning Partners
Florida
$261K – – –
CCC
2015
Chelsea Counsel Company
California
$260K – – –
EA
2016
Emerald Advisors
Washington
$260K +$4.36K +31 +2%
PC
2017
Periscope Capital
Ontario, Canada
$259K -$312K -2,220 -54%
SWM
2018
Salvus Wealth Management
New Jersey
$258K +$48.5K +345 +22%
VCM
2019
Versant Capital Management
Arizona
$257K -$1.97K -14 -0.7%
MC
2020
Machina Capital
France
$256K -$169K -1,200 -39%
BWG
2021
Beta Wealth Group
California
$256K – – –
LIA
2022
LBMC Investment Advisors
Tennessee
$255K -$16.4K -117 -6%
CIA
2023
Compass Ion Advisors
Pennsylvania
$255K +$1.69K +12 +0.6%
MCM
2024
Morton Capital Management
California
$255K -$14.1K -100 -5%
PFWA
2025
Paces Ferry Wealth Advisors
Georgia
$254K +$7.03K +50 +3%
79 80
81
82 83