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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Dorchester Wealth Management
Quebec, Canada
– -$318K -4,190 Closed
FC
2002
FORA Capital
Florida
– -$316K -4,161 Closed
PNC
2003
Park National Corp
Ohio
– -$316K -4,157 Closed
WBG
2004
Wharton Business Group
Pennsylvania
– -$312K -4,110 Closed
AHC
2005
Adell Harriman & Carpenter
Texas
– -$306K -4,026 Closed
LMKC
2006
L.M. Kohn & Company
Ohio
– -$301K -3,970 Closed
LFA
2007
Legacy Financial Advisors
Kentucky
– -$300K -3,955 Closed
PGH
2008
Partners Group Holding
Switzerland
– -$296K -3,897 Closed
SVWAG
2009
Sound View Wealth Advisors Group
Georgia
– -$295K -3,880 Closed
WE
2010
Wealth Effects
Massachusetts
– -$292K -3,843 Closed
KIA
2011
KCM Investment Advisors
California
– -$290K -3,815 Closed
SP
2012
Saranac Partners
– -$284K -3,739 Closed
DBRC
2013
D.B. Root & Company
Pennsylvania
– -$282K -3,720 Closed
FIB
2014
First Interstate Bank
Montana
– -$281K -3,698 Closed
SCP
2015
Sender Company & Partners
New York
– -$280K -3,683 Closed
MA
2016
MJP Associates
Connecticut
– -$278K -3,658 Closed
NFG
2017
Nations Financial Group
Iowa
– -$277K -3,650 Closed
AFP
2018
Ausdal Financial Partners
Iowa
– -$276K -3,639 Closed
SIA
2019
Soltis Investment Advisors
Utah
– -$275K -3,618 Closed
PG
2020
Patten Group
Tennessee
– -$273K -3,598 Closed
FPCP
2021
Fort Point Capital Partners
California
– -$267K -3,514 Closed
JSW
2022
Journey Strategic Wealth
New Jersey
– -$265K -3,489 Closed
PFWA
2023
Paces Ferry Wealth Advisors
Georgia
– -$263K -3,457 Closed
CWM
2024
Connecticut Wealth Management
Connecticut
– -$258K -3,399 Closed
PCMC
2025
Private Capital Management (Colorado)
Colorado
– -$258K -3,392 Closed
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