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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2001
Patton Fund Management
Texas
$203K +$28.3K +165 +14%
LW
2002
Livet Wealth
Utah
$203K +$227K +1,325 New
AGC
2003
August Group Capital
$203K +$227K +1,322 New
3IP
2004
3Chopt Investment Partners
Virginia
$202K +$1.03K +6 +0.5%
ALC
2005
Alexander Labrunerie & Co
Missouri
$201K +$1.72K +10 +0.8%
FAT
2006
First American Trust
California
$201K -$178K -1,035 -44%
SP
2007
Symmetry Partners
Connecticut
$201K +$16.6K +97 +8%
AHL
2008
Abel Hall LLC
Louisiana
$201K -$6.69K -39 -3%
LWA
2009
Legacy Wealth Advisors
Florida
$201K +$225K +1,310 New
MSFS
2010
Main Street Financial Solutions
Pennsylvania
$200K -$275K -1,603 -55%
FDP
2011
Financiere des Professionnels
Quebec, Canada
$195K -$207K -1,205 -49%
DWM
2012
Darwin Wealth Management
Florida
$192K +$14.6K +85 +7%
CWM
2013
Cedar Wealth Management
California
$191K – – –
EPAM
2014
Evelyn Partners Asset Management
$187K – – –
CCAM
2015
Cascades Capital Asset Management
North Carolina
$186K +$3.43K +20 +2%
W
2016
WealthCollab
Washington
$178K -$11.2K -65 -5%
USB
2017
Union Savings Bank
Connecticut
$178K +$199K +1,160 New
LOIM
2018
Liberty One Investment Management
Illinois
$168K -$209K -1,220 -53%
M
2019
MOTCO
Texas
$161K – – –
TFA
2020
Toth Financial Advisory
Virginia
$161K +$4.29K +25 +2%
SAM
2021
S.A. Mason
Michigan
$160K +$79.8K +465 +80%
MLM
2022
Mount Lucas Management
Pennsylvania
$159K -$3.77K -22 -2%
DPW
2023
DiNuzzo Private Wealth
Pennsylvania
$158K +$3.43K +20 +2%
WPWM
2024
Western Pacific Wealth Management
Illinois
$156K +$30K +175 +21%
GWM
2025
Greenline Wealth Management
Florida
$155K +$173K +1,009 New
79 80
81
82 83