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Name Holding Trade Value Shares
Change
Change in
Stake
ES
2001
Eagle Strategies
New York
$210K -$55.1K -466 -18%
HFM
2002
Hartford Financial Management
Connecticut
$209K – – –
JHCP
2003
Jackson Hole Capital Partners
Oklahoma
$209K – – –
CYG
2004
Clean Yield Group
Vermont
$208K -$1.42K -12 -0.6%
SFI
2005
SPC Financial Inc
Maryland
$208K +$4.14K +35 +2%
CBA
2006
Coastal Bridge Advisors
Connecticut
$207K -$29.6K -250 -11%
DDC
2007
DF Dent & Co
Maryland
$207K -$1.18K -10 -0.5%
HZ
2008
Hixon Zuercher
Ohio
$207K – – –
PCWA
2009
Pacific Capital Wealth Advisors
California
$206K -$9.7K -82 -4%
PP
2010
PrairieView Partners
Minnesota
$206K – – –
PCM
2011
Princeton Capital Management
New Jersey
$206K – – –
SPP
2012
Single Point Partners
Massachusetts
$206K +$25.3K +214 +12%
NJBEST
2013
New Jersey Better Educational Savings Trust
New Jersey
$205K – – –
NF
2014
NTB Financial
Colorado
$205K – – –
FM
2015
Foster & Motley
Ohio
$204K -$5.32K -45 -2%
FNBSF
2016
First National Bank Sioux Falls
South Dakota
$204K – – –
VW
2017
Vantage Wealth
California
$204K – – –
WGAM
2018
Wilkinson Global Asset Management
New York
$204K – – –
BWG
2019
Beta Wealth Group
California
$204K +$11.8K +100 +5%
CWC
2020
Carolinas Wealth Consulting
North Carolina
$204K +$27.1K +229 +13%
WCWM
2021
Willow Creek Wealth Management
California
$203K -$5.79K -49 -2%
PSF
2022
Pacific Sun Financial
California
$203K – – –
LC
2023
Landaas & Company
Wisconsin
$200K – – –
PD
2024
Planning Directions
Pennsylvania
$200K – – –
HCP
2025
Hexagon Capital Partners
Arkansas
$200K +$32.3K +273 +16%