We are live on ! Find out more
NOW icon

ServiceNow
NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2001
TopTier Wealth Management
Wisconsin
$32.9K +$37.1K +315 New
TC
2002
Trust Company
Kansas
$32.8K +$7.53K +64 +26%
RWM
2003
RMG Wealth Management
Wisconsin
$32.4K +$1.65K +14 +4%
HB
2004
Horizon Bancorp
Indiana
$32K -$150K -1,278 -81%
API
2005
Asset Planning Inc
California
$31.4K – – –
PCTC
2006
Perkins Coie Trust Company
Washington
$31.4K – – –
AFG
2007
Albion Financial Group
Utah
$31.1K +$14.9K +127 +75%
DMBA
2008
Deseret Mutual Benefit Administrators
Utah
$31.1K +$16.5K +140 +89%
NIG
2009
NFJ Investment Group
Texas
$30.8K +$20.6K +175 +146%
GA
2010
GoalVest Advisory
New York
$30.3K -$14.7K -125 -30%
KFA
2011
Kelleher Financial Advisors
New York
$30.3K -$1.88K -16 -6%
ACA
2012
American Capital Advisory
Idaho
$30.2K +$1.41K +12 +4%
MHIP
2013
Mountain Hill Investment Partners
New Jersey
$29.8K +$33.5K +285 New
CW
2014
CrossGen Wealth
North Carolina
$29.5K +$33.2K +282 New
FCAS
2015
First Command Advisory Services
Texas
$28.8K +$15.9K +135 +96%
KFI
2016
Key Financial Inc
Pennsylvania
$28.8K +$4.12K +35 +15%
WPA
2017
Wealth Preservation Advisors
Tennessee
$28.4K -$227K -1,928 -88%
HNW
2018
High Note Wealth
Minnesota
$28.2K +$6.12K +52 +24%
CFFP
2019
Center for Financial Planning
Michigan
$27.7K -$85.3K -725 -73%
JWA
2020
JFS Wealth Advisors
Pennsylvania
$27.6K -$37.1K -315 -54%
PWM
2021
Proathlete Wealth Management
Florida
$27.4K +$824 +7 +3%
ITIM
2022
Indiana Trust & Investment Management
Indiana
$26.7K – – –
BWM
2023
Bernard Wealth Management
Michigan
$26.1K -$14.1K -120 -32%
OSNBOA
2024
Old Second National Bank of Aurora
Illinois
$26.1K – – –
VFM
2025
Vision Financial Markets
Connecticut
$26.1K – – –
79 80
81
82 83