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Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
2001
Independence Bank of Kentucky
Kentucky
$41K – – –
SA
2002
SRH Advisors
Kansas
$40K +$6.05K +520 +22%
WAM
2003
Wolverine Asset Management
Illinois
$40K +$25.6K +2,200 +275%
CFO
2004
CVA Family Office
Colorado
$40K +$34K +2,920 New
SIMG
2005
Stephens Investment Management Group
Texas
$40K +$34.4K +2,960 New
IRC
2006
Investors Research Corp
Georgia
$37K – – –
BDWM
2007
Brewin Dolphin Wealth Management
Ireland
$36.3K -$29.8K -2,560 -49%
VCM
2008
Versant Capital Management
Arizona
$36K – – –
MFT
2009
Moisand Fitzgerald Tamayo
Florida
$35K – – –
CCMW
2010
Cypress Capital Management (Wyoming)
Wyoming
$33K – – –
CFN
2011
Cordasco Financial Network
Florida
$33K +$3.72K +320 +15%
HS
2012
Horan Securities
United States
$32K -$2.79K -240 -9%
EIP
2013
Ellis Investment Partners
Pennsylvania
$32K – – –
PCA
2014
Providence Capital Advisors
North Carolina
$32K – – –
NC
2015
NewSquare Capital
Pennsylvania
$32K +$27.5K +2,360 New
BCWM
2016
Bartlett & Co Wealth Management
Ohio
$30.3K – – –
BC
2017
Bartlett & Co
Ohio
$30K – – –
TWP
2018
TFO Wealth Partners
Ohio
$29K -$4.65K -400 -16%
SQA
2019
Simon Quick Advisors
New Jersey
$25K -$8.38K -720 -28%
LWS
2020
Lucia Wealth Services
California
$25K – – –
HI
2021
Human Investing
Oregon
$23K -$14.4K -1,240 -42%
BWL
2022
Bogart Wealth LLC
Virginia
$22K – – –
MIM
2023
Macroview Investment Management
Maryland
$19K -$7.91K -680 -32%
HFS
2024
HBC Financial Services
Washington
$19K +$6.98K +600 +75%
CFFP
2025
Center for Financial Planning
Michigan
$18K – – –
79 80
81
82 83