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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2001
WT Wealth Management
Arizona
$213K +$195K +1,035 New
USB
2002
Union Savings Bank
Connecticut
$212K – – –
RFA
2003
Register Financial Advisors
Georgia
$212K +$194K +1,030 New
SC
2004
Seldon Capital
California
$212K +$194K +1,030 New
EMFAT
2005
Emerald Mutual Fund Advisers Trust
Pennsylvania
$211K -$9.43K -50 -5%
MWM
2006
Marion Wealth Management
Pennsylvania
$211K +$193K +1,025 New
MPWS
2007
McCarter Private Wealth Services
Massachusetts
$210K +$192K +1,020 New
VAF
2008
Values Added Financial
District of Columbia
$210K +$192K +1,020 New
AWA
2009
Aletheian Wealth Advisors
Washington
$209K +$191K +1,015 New
DWM
2010
Destination Wealth Management
California
$209K +$191K +1,015 New
AA
2011
Acorns Advisers
California
$208K +$191K +1,010 New
BDL
2012
Banque de Luxembourg
Luxembourg
$208K – – –
DPW
2013
DiNuzzo Private Wealth
Pennsylvania
$208K – – –
1SB
2014
1ST Source Bank
Indiana
$206K +$189K +1,000 New
CWM
2015
Challenger Wealth Management
California
$206K +$189K +1,000 New
CWA
2016
Crux Wealth Advisors
California
$206K +$189K +1,000 New
LPAM
2017
Lodestar Private Asset Management
California
$206K +$189K +1,000 New
MWM
2018
Mattern Wealth Management
Kansas
$206K +$189K +1,000 New
TCMP
2019
Thrive Capital Management (Pennsylvania)
Pennsylvania
$206K +$189K +1,000 New
UWPG
2020
Ullmann Wealth Partners Group
Florida
$206K +$189K +1,000 New
MIM
2021
Merrion Investment Management
New Jersey
$206K +$189K +1,000 New
BBA
2022
Braun-Bostich & Associates
Pennsylvania
$205K +$188K +995 New
DWM
2023
DecisionMap Wealth Management
Virginia
$204K +$188K +995 New
CFFP
2024
Center for Financial Planning
Michigan
$204K – – –
CC
2025
Courier Capital
New York
$203K +$186K +985 New
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