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Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
2001
Jackson Hole Capital Partners
Oklahoma
$209K – – –
CYG
2002
Clean Yield Group
Vermont
$208K -$1.42K -12 -0.6%
SFI
2003
SPC Financial Inc
Maryland
$208K +$4.14K +35 +2%
CBA
2004
Coastal Bridge Advisors
Connecticut
$207K -$29.6K -250 -11%
DDC
2005
DF Dent & Co
Maryland
$207K -$1.18K -10 -0.5%
HZ
2006
Hixon Zuercher
Ohio
$207K – – –
PCWA
2007
Pacific Capital Wealth Advisors
California
$206K -$9.7K -82 -4%
PP
2008
PrairieView Partners
Minnesota
$206K – – –
PCM
2009
Princeton Capital Management
New Jersey
$206K – – –
SPP
2010
Single Point Partners
Massachusetts
$206K +$25.3K +214 +12%
NJBEST
2011
New Jersey Better Educational Savings Trust
New Jersey
$205K – – –
NF
2012
NTB Financial
Colorado
$205K – – –
FM
2013
Foster & Motley
Ohio
$204K -$5.32K -45 -2%
FNBSF
2014
First National Bank Sioux Falls
South Dakota
$204K – – –
VW
2015
Vantage Wealth
California
$204K – – –
WGAM
2016
Wilkinson Global Asset Management
New York
$204K – – –
BWG
2017
Beta Wealth Group
California
$204K +$11.8K +100 +5%
CWC
2018
Carolinas Wealth Consulting
North Carolina
$204K +$27.1K +229 +13%
WCWM
2019
Willow Creek Wealth Management
California
$203K -$5.79K -49 -2%
PSF
2020
Pacific Sun Financial
California
$203K – – –
LC
2021
Landaas & Company
Wisconsin
$200K – – –
PD
2022
Planning Directions
Pennsylvania
$200K – – –
HCP
2023
Hexagon Capital Partners
Arkansas
$200K +$32.3K +273 +16%
DWP
2024
Destiny Wealth Partners
Florida
$198K -$1.89K -16 -0.8%
LPP
2025
Life Planning Partners
Florida
$198K – – –
79 80
81
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