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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Carson Advisory
Georgia
$219K +$189 +2 +0.1%
BEI
2002
Benjamin Edwards Inc
Missouri
$219K +$84.3K +893 +59%
PWMG
2003
Prestige Wealth Management Group
New Jersey
$218K -$25K -265 -10%
SWM
2004
Sugarloaf Wealth Management
Georgia
$218K -$14.9K -158 -6%
SAM
2005
Secure Asset Management
Michigan
$216K +$6.51K +69 +3%
FBFS
2006
First Business Financial Services
Wisconsin
$215K -$966K -10,232 -81%
SCM
2007
Schnieders Capital Management
California
$215K -$144K -1,521 -39%
AC
2008
Asio Capital
Kentucky
$215K – – –
ACM
2009
Ategra Capital Management
Virginia
$215K +$1.42K +15 +0.6%
IG
2010
Ithaka Group
Virginia
$214K -$18.9K -200 -8%
CCM
2011
Condor Capital Management
New Jersey
$214K +$755 +8 +0.3%
WWG
2012
West Wealth Group
California
$212K -$1.04K -11 -0.5%
KA
2013
KLCM Advisors
Wisconsin
$212K – – –
BFS
2014
Bickling Financial Services
Massachusetts
$212K +$1.98K +21 +0.9%
YWS
2015
Yarger Wealth Strategies
Ohio
$212K +$2.08K +22 +1%
PCM
2016
Presidio Capital Management
California
$212K +$41.8K +443 +23%
PHAM
2017
Palisades Hudson Asset Management
Florida
$211K – – –
PWM
2018
Prentice Wealth Management
New York
$211K +$15.1K +160 +7%
CSIA
2019
Charles Schwab Investment Advisory
California
$209K +$53.6K +568 +33%
GLLW
2020
Graves Light Lenhart Wealth
Virginia
$208K -$52.3K -554 -19%
TFS
2021
TrustCore Financial Services
Tennessee
$208K +$38.5K +408 +22%
BFC
2022
Blue Fin Capital
Rhode Island
$207K -$38K -403 -15%
MA
2023
Modus Advisors
Minnesota
$207K +$8.02K +85 +4%
AWAG
2024
ARS Wealth Advisors Group
Florida
$206K -$23.5K -249 -10%
MWPCG
2025
Measured Wealth Private Client Group
New Hampshire
$206K -$6.89K -73 -3%
79 80
81
82 83