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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2001
Callan Family Office
Pennsylvania
$262K +$262K +2,134 New
SXL
2002
Summit X LLC
Missouri
$261K -$767K -6,238 -75%
BWP
2003
Balboa Wealth Partners
Arizona
$260K +$10.8K +88 +4%
WI
2004
Wedgewood Investors
Pennsylvania
$259K – – –
1W
2005
1776 Wealth
Georgia
$259K – – –
FFL
2006
Future Fund LLC
Illinois
$258K -$43.1K -351 -14%
MIM
2007
Marco Investment Management
Georgia
$258K – – –
EDRIA
2008
Edmonds Duncan Registered Investment Advisors
Kansas
$258K – – –
ACA
2009
Aspire Capital Advisors
Washington
$257K +$257K +2,094 New
LF
2010
Lantz Financial
Illinois
$256K -$5.53K -45 -2%
HAIM
2011
Hunter Associates Investment Management
Pennsylvania
$256K -$27K -220 -9%
CPA
2012
Cardiff Park Advisors
California
$255K – – –
MWPCG
2013
Measured Wealth Private Client Group
New Hampshire
$254K – – –
JIC
2014
Joel Isaacson & Co
New York
$254K +$9.59K +78 +4%
GSEP
2015
Golden State Equity Partners
California
$252K +$253K +2,055 New
MCCA
2016
Mill Creek Capital Advisors
Pennsylvania
$252K +$253K +2,054 New
PWM
2017
Palumbo Wealth Management
New York
$252K -$1.84K -15 -0.7%
WC
2018
Whitney & Co
New York
$251K -$7.01K -57 -3%
SFG
2019
StrategIQ Financial Group
Indiana
$251K – – –
FNFDCM
2020
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$250K +$17.7K +144 +8%
MAM
2021
McLean Asset Management
Virginia
$250K -$6.64K -54 -3%
LFS
2022
Legacy Financial Strategies
Kansas
$249K – – –
WCWM
2023
Willow Creek Wealth Management
California
$249K – – –
MCM
2024
Morton Capital Management
California
$249K +$16.5K +134 +7%
HP
2025
Hyperion Partners
Pennsylvania
$249K +$34.8K +283 +16%
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