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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
JPL Wealth Management
Colorado
$50.4K -$30.3K -306 -38%
EWM
2002
Evolution Wealth Management
Florida
$50.4K -$5.15K -52 -9%
PWM
2003
Peck Wealth Management
New York
$49.6K – – –
ORAM
2004
One River Asset Management
Connecticut
$48.8K -$126K -1,270 -72%
MFP
2005
Meramec Financial Planners
Missouri
$48.6K – – –
HPBT
2006
Hickory Point Bank & Trust
Illinois
$48.2K +$27.7K +280 +137%
HNB
2007
Hilltop National Bank
Wyoming
$47.7K -$19K -192 -29%
WA
2008
WPG Advisers
Maryland
$46.8K +$3.76K +38 +9%
BC
2009
Broadwater Capital
Massachusetts
$46.7K +$46.5K +470 New
TFM
2010
TFC Financial Management
Massachusetts
$43.9K +$2.28K +23 +5%
HCM
2011
Hollencrest Capital Management
California
$43.7K -$68.8K -695 -61%
CFD
2012
Creative Financial Designs
Indiana
$43.7K +$19.3K +195 +80%
TCOT
2013
Trust Company of Toledo
Ohio
$43.2K -$50K -505 -54%
WCM
2014
Winthrop Capital Management
Indiana
$43K +$42.6K +430 New
RWM
2015
RMG Wealth Management
Wisconsin
$42.5K -$1.39K -14 -4%
CAL
2016
Capital Advisors Ltd
Ohio
$41K -$10K -101 -20%
PMFA
2017
Plante Moran Financial Advisors
Michigan
$40.3K +$22.9K +231 +132%
PWMG
2018
Prestige Wealth Management Group
New Jersey
$39.7K -$13.7K -138 -26%
API
2019
Asset Planning Inc
California
$39.7K +$9.9K +100 +33%
FFO
2020
Fortitude Family Office
Arizona
$39.5K +$25.6K +259 +186%
WAG
2021
Wilkerson Advisory Group
Missouri
$38.6K +$2.18K +22 +6%
NF
2022
Napier Financial
Massachusetts
$38.2K -$55.4K -560 -59%
MSG
2023
Main Street Group
Virginia
$38.2K – – –
FCAS
2024
First Command Advisory Services
Texas
$37.5K +$10.2K +103 +37%
RA
2025
Rational Advisors
New York
$37.2K -$1.85M -18,664 -98%
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