NOW icon

ServiceNow

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
2001
Five Oceans Advisors
California
$213K +$195K +1,035 New
WWM
2002
WT Wealth Management
Arizona
$213K +$195K +1,035 New
USB
2003
Union Savings Bank
Connecticut
$212K – – –
RFA
2004
Register Financial Advisors
Georgia
$212K +$194K +1,030 New
SC
2005
Seldon Capital
California
$212K +$194K +1,030 New
EMFAT
2006
Emerald Mutual Fund Advisers Trust
Pennsylvania
$211K -$9.43K -50 -5%
MWM
2007
Marion Wealth Management
Pennsylvania
$211K +$193K +1,025 New
MPWS
2008
McCarter Private Wealth Services
Massachusetts
$210K +$192K +1,020 New
VAF
2009
Values Added Financial
District of Columbia
$210K +$192K +1,020 New
AWA
2010
Aletheian Wealth Advisors
Washington
$209K +$191K +1,015 New
DWM
2011
Destination Wealth Management
California
$209K +$191K +1,015 New
AA
2012
Acorns Advisers
California
$208K +$191K +1,010 New
BDL
2013
Banque de Luxembourg
Luxembourg
$208K – – –
DPW
2014
DiNuzzo Private Wealth
Pennsylvania
$208K – – –
1SB
2015
1ST Source Bank
Indiana
$206K +$189K +1,000 New
CWM
2016
Challenger Wealth Management
California
$206K +$189K +1,000 New
CWA
2017
Crux Wealth Advisors
California
$206K +$189K +1,000 New
LPAM
2018
Lodestar Private Asset Management
California
$206K +$189K +1,000 New
MWM
2019
Mattern Wealth Management
Kansas
$206K +$189K +1,000 New
TCMP
2020
Thrive Capital Management (Pennsylvania)
Pennsylvania
$206K +$189K +1,000 New
UWPG
2021
Ullmann Wealth Partners Group
Florida
$206K +$189K +1,000 New
MIM
2022
Merrion Investment Management
New Jersey
$206K +$189K +1,000 New
BBA
2023
Braun-Bostich & Associates
Pennsylvania
$205K +$188K +995 New
DWM
2024
DecisionMap Wealth Management
Virginia
$204K +$188K +995 New
CFFP
2025
Center for Financial Planning
Michigan
$204K – – –