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Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
2001
Retirement Capital Strategies
California
$525K – – –
T
2002
TRUADVICE
Florida
$524K +$30.6K +116 +7%
CG
2003
CFO4Life Group
Texas
$520K +$77.9K +295 +20%
APC
2004
Aspire Private Capital
North Carolina
$519K +$133K +502 +39%
AP
2005
Arlington Partners
Alabama
$518K -$86.6K -328 -16%
1C
2006
1623 Capital
Virginia
$518K +$119K +452 +34%
1WM
2007
1900 Wealth Management
Texas
$517K – – –
VCM
2008
Vigilant Capital Management
Maine
$517K – – –
SCS
2009
Syquant Capital SAS
France
$516K +$219K +830 +88%
CC
2010
Cannell & Co
New York
$515K – – –
AWM
2011
Accurate Wealth Management
Florida
$514K +$466K +1,764 New
CWC
2012
Carolinas Wealth Consulting
North Carolina
$513K -$50.7K -192 -10%
SRC
2013
Sage Rhino Capital
California
$511K +$10.8K +41 +2%
CGA
2014
Crescent Grove Advisors
Illinois
$511K +$68.1K +258 +17%
LGA
2015
Lebenthal Global Advisors
New York
$511K +$464K +1,755 New
CCM
2016
Chickasaw Capital Management
Tennessee
$510K – – –
PWW
2017
Pettyjohn Wood & White
Virginia
$509K +$210K +795 +84%
AWM
2018
Absher Wealth Management
North Carolina
$506K +$5.55K +21 +1%
ASBI
2019
American State Bank (Iowa)
Iowa
$504K +$31.7K +120 +7%
CL
2020
Choreo LLC
Illinois
$503K -$36.7K -139 -7%
GC
2021
Grimes & Company
Massachusetts
$503K +$67.9K +257 +17%
HI
2022
Hudock Inc
Pennsylvania
$502K – – –
BTW
2023
Boston Trust Walden
Massachusetts
$500K – – –
BOPW
2024
Brandywine Oak Private Wealth
Pennsylvania
$500K – – –
FMBTD
2025
First Midwest Bank Trust Division
Illinois
$500K +$20.3K +77 +5%
79 80
81
82 83