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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2001
Cary Street Partners Investment Advisory
Virginia
$366K +$86.8K +419 +37%
VWA
2002
Visionary Wealth Advisors
Illinois
$365K +$54.3K +262 +20%
LFA
2003
Legacy Financial Advisors
Kentucky
$364K -$1.86K -9 -0.6%
FDS
2004
First Dallas Securities
Texas
$363K – – –
EWM
2005
Evermay Wealth Management
Virginia
$363K +$24.2K +117 +8%
LAM
2006
LifePro Asset Management
California
$362K +$320K +1,545 New
CCP
2007
Cardan Capital Partners
Colorado
$361K – – –
UAS
2008
United Asset Strategies
New York
$360K +$65.1K +314 +26%
CC
2009
Cannell & Co
New York
$358K – – –
SBL
2010
Sargent Bickham Lagudis
Colorado
$358K +$69K +333 +28%
LC
2011
Landaas & Company
Wisconsin
$357K – – –
AWM
2012
AllSquare Wealth Management
New York
$355K -$9.95K -48 -3%
AWM
2013
AAF Wealth Management
Massachusetts
$354K +$313K +1,513 New
SIMG
2014
Stephens Investment Management Group
Texas
$354K – – –
JFGIW
2015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$354K +$292K +1,411 +1,411%
VV
2016
Verity & Verity
South Carolina
$353K +$308K +1,485 New
IBOK
2017
Independence Bank of Kentucky
Kentucky
$352K -$442K -2,135 -59%
NPF
2018
Norris Perne & French
Michigan
$352K +$31.7K +153 +11%
TWP
2019
Tempus Wealth Planning
California
$351K -$69.2K -334 -18%
TFM
2020
TFC Financial Management
Massachusetts
$351K +$26.9K +130 +9%
JHCP
2021
Jackson Hole Capital Partners
Oklahoma
$351K +$66.9K +323 +27%
FSCP
2022
Franklin Street Capital Partners
New York
$351K +$311K +1,500 New
LAI
2023
Legal Advantage Investments
California
$351K +$311K +1,500 New
AWM
2024
Altavista Wealth Management
North Carolina
$350K -$15.5K -75 -5%
AFC
2025
AFT Forsyth & Company
Florida
$350K +$310K +1,494 New
79 80
81
82 83