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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2001
Investment Partners
Ohio
$244K +$15K +133 +6%
CFG
2002
CKW Financial Group
Hawaii
$243K +$6.78K +60 +3%
JF
2003
JSF Financial
California
$243K +$10.6K +94 +5%
BWM
2004
BCS Wealth Management
Tennessee
$243K +$246K +2,172 New
SFP
2005
Shepherd Financial Partners
Massachusetts
$241K – – –
TC
2006
Trilogy Capital
California
$241K +$230K +2,031 New
FRA
2007
Front Row Advisors
California
$240K -$5.2K -46 -2%
BFO
2008
Biltmore Family Office
North Carolina
$240K – – –
SPC
2009
Stewart & Patten Company
California
$240K +$565 +5 +0.2%
BWM
2010
Baystate Wealth Management
Massachusetts
$240K +$25.3K +224 +12%
TNB
2011
Thomasville National Bank
Georgia
$238K -$211K -1,867 -47%
GF
2012
Gries Financial
Ohio
$237K -$2.49K -22 -1%
EBA
2013
Eagle Bay Advisors
New York
$237K +$236K +2,088 New
FM
2014
Foster & Motley
Ohio
$237K +$239K +2,117 New
WIA
2015
Wealthstreet Investment Advisors
Texas
$235K -$5.84M -51,627 -96%
QIM
2016
Quest Investment Management
Oregon
$235K – – –
AWCI
2017
Alpine Woods Capital Investors
New York
$235K +$237K +2,100 New
MWM
2018
Mattern Wealth Management
Kansas
$234K +$4.75K +42 +2%
OFW
2019
Omnia Family Wealth
Florida
$233K – – –
RRA
2020
Round Rock Advisors
Connecticut
$232K -$32.7K -289 -12%
CQS
2021
Credential Qtrade Securities
$230K -$5.65K -50 -2%
WDC
2022
Woodward Diversified Capital
California
$230K +$233K +2,061 New
WC
2023
Whitney & Co
New York
$229K – – –
MWM
2024
Modera Wealth Management
New Jersey
$229K +$1.58K +14 +0.7%
NFG
2025
Nadler Financial Group
Illinois
$228K +$113 +1 +0%
79 80
81
82 83