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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2001
Howe & Rusling
New York
$83K -$7.14K -84 -8%
TIM
2002
Tortoise Investment Management
New York
$83K -$425 -5 -0.5%
VCM
2003
Vigilant Capital Management
Maine
$81K +$1.61K +19 +2%
SIS
2004
Sound Income Strategies
Florida
$81K +$11.1K +131 +16%
WFA
2005
West Financial Advisors
Iowa
$80K +$23.9K +281 +42%
RCG
2006
Rock Creek Group
District of Columbia
$79K +$29.8K +351 +60%
SMG
2007
Spectrum Management Group
Indiana
$78K – – –
YAL
2008
Your Advocates Ltd
Texas
$77K – – –
TSWM
2009
Tyler-Stone Wealth Management
Ohio
$77K +$170 +2 +0.2%
FMP
2010
Financial Management Professionals
Texas
$76K +$1.02K +12 +1%
PSB
2011
Piscataqua Savings Bank
New Hampshire
$75K – – –
SFO
2012
Standard Family Office
South Dakota
$73K +$73.7K +867 New
HBW
2013
Hazlett, Burt & Watson
West Virginia
$72K – – –
HI
2014
Hudock Inc
Pennsylvania
$71K +$425 +5 +0.6%
C
2015
Covestor
United Kingdom
$70K -$7.22K -85 -9%
BC
2016
Barrett & Company
Rhode Island
$69.9K +$59.9K +705 New
OCM
2017
Orion Capital Management
California
$68K – – –
AW
2018
Avion Wealth
Texas
$68K +$1.78K +21 +3%
SAM
2019
Strategic Asset Management
Minnesota
$67K – – –
ANBT
2020
American National Bank & Trust
Texas
$66K +$4.76K +56 +8%
AWM
2021
Abound Wealth Management
Tennessee
$65.8K +$66.3K +781 New
POIA
2022
Pin Oak Investment Advisors
Texas
$64K -$17K -200 -21%
BCMLT
2023
Beacon Capital Management LLC (Tennessee)
Tennessee
$63K -$2.63K -31 -4%
CWM
2024
CarsonAllaria Wealth Management
Illinois
$62K +$340 +4 +0.5%
ONST
2025
Old North State Trust
North Carolina
$61K +$61.3K +721 New
79 80
81
82 83