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Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
2001
New Jersey Better Educational Savings Trust
New Jersey
$234K +$201K +2,001 New
GPCM
2002
Granite Point Capital Management
Massachusetts
$234K +$201K +2,000 New
VW
2003
Vantage Wealth
California
$234K +$201K +2,000 New
WGAM
2004
Wilkinson Global Asset Management
New York
$234K +$201K +2,000 New
JIC
2005
Joel Isaacson & Co
New York
$234K +$201K +1,996 New
BOPW
2006
Brandywine Oak Private Wealth
Pennsylvania
$232K +$200K +1,986 New
HCP
2007
Hexagon Capital Partners
Arkansas
$232K -$20.5K -204 -9%
AAS
2008
Annex Advisory Services
Wisconsin
$231K +$199K +1,975 New
EWM
2009
Endowment Wealth Management
Wisconsin
$231K +$199K +1,974 New
IAG
2010
Investmark Advisory Group
Connecticut
$231K +$198K +1,970 New
CANC
2011
Culbertson A N & Co
Virginia
$231K +$198K +1,970 New
LTI
2012
Laffer Tengler Investments
Tennessee
$231K +$118K +1,168 +146%
CAAS
2013
Capital Asset Advisory Services
Michigan
$230K +$187K +1,854 New
QPWM
2014
Quadrant Private Wealth Management
Pennsylvania
$230K +$198K +1,963 New
RRA
2015
Round Rock Advisors
Connecticut
$230K +$198K +1,963 New
PD
2016
Planning Directions
Pennsylvania
$229K +$197K +1,954 New
LC
2017
Landaas & Company
Wisconsin
$229K +$197K +1,960 New
TI
2018
tru Independence
Oregon
$228K +$196K +1,950 New
HFM
2019
Hartford Financial Management
Connecticut
$228K -$10.1K -100 -5%
PWM
2020
Paulson Wealth Management
Illinois
$228K +$196K +1,946 New
CIA
2021
Compass Ion Advisors
Pennsylvania
$227K +$196K +1,944 New
DWP
2022
Destiny Wealth Partners
Florida
$227K – – –
GC
2023
Gratus Capital
Georgia
$227K +$195K +1,940 New
AG
2024
Ascent Group
Virginia
$227K +$195K +1,937 New
EWM
2025
EPG Wealth Management
Georgia
$226K +$195K +1,932 New
79 80
81
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