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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2001
Monograph Wealth Advisors
California
$15.2M -$2.15M -11,539 -12%
EA
2002
Ellsworth Advisors
Ohio
$15.2M -$502K -2,697 -3%
CT
2003
Colonial Trust
South Carolina
$15.2M +$620K +3,331 +4%
JWM
2004
Jeppson Wealth Management
California
$15.2M -$289K -1,552 -2%
SPI
2005
Strategic Planning Inc
Ohio
$15.2M -$919K -4,938 -6%
SAM
2006
S.A. Mason
Michigan
$15.2M +$43K +231 +0.3%
HWM
2007
Hohimer Wealth Management
Washington
$15.2M -$469K -2,519 -3%
BSWM
2008
Boston Standard Wealth Management
Massachusetts
$15.1M -$10.4K -56 -0.1%
PFM
2009
Privium Fund Management
Netherlands
$15.1M
FI
2010
Firetrail Investments
Australia
$15.1M -$20.8M -111,599 -58%
IEFM
2011
IQ EQ Fund Management
Ireland
$15.1M +$2.43M +13,042 +19%
SIG
2012
Sargent Investment Group
Maryland
$15.1M +$664K +3,569 +5%
MPPLM
2013
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15.1M -$56.8K -305 -0.4%
PA
2014
Paragon Advisors
Texas
$15.1M +$1.41M +7,594 +10%
MEG
2015
Millstone Evans Group
Colorado
$15.1M
SIAP
2016
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15.1M +$118K +632 +0.8%
CCM
2017
Canal Capital Management
Virginia
$15.1M -$133K -715 -0.9%
MWA
2018
Meridian Wealth Advisors
Texas
$15M -$466K -2,506 -3%
MS
2019
Madden Securities
Texas
$15M -$49.1K -264 -0.3%
UCMOK
2020
United Capital Management of KS
Kansas
$15M +$341K +1,833 +2%
OHIS
2021
Oak Harvest Investment Services
Texas
$14.9M +$476K +2,557 +3%
AWC
2022
Abundance Wealth Counselors
Pennsylvania
$14.9M -$266K -1,429 -2%
MM
2023
M37 Management
California
$14.9M +$14.9M +80,000 New
SCI
2024
S&CO Inc
Massachusetts
$14.9M +$1.58M +8,481 +12%
SWM
2025
StoneCrest Wealth Management
Arizona
$14.9M -$114K -611 -0.8%