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Name Holding Trade Value Shares
Change 		Change in
Stake
VT
2001
Vise Technologies
New York
$246K +$32.4K +311 +15%
HWM
2002
Horizon Wealth Management
Illinois
$246K +$1.15K +11 +0.5%
EWA
2003
Evolution Wealth Advisors
Florida
$245K +$245K +2,356 New
PHAM
2004
Palisades Hudson Asset Management
Florida
$245K – – –
FC
2005
Fusion Capital
South Carolina
$244K +$12.4K +119 +5%
MCP
2006
Mirador Capital Partners
California
$243K +$208 +2 +0.1%
WCM
2007
Wedge Capital Management
North Carolina
$243K +$10.8K +104 +5%
HA
2008
Herold Advisors
New York
$242K +$10.4K +100 +5%
CIP
2009
Convergence Investment Partners
Florida
$241K -$2.71K -26 -1%
OCM
2010
Osterweis Capital Management
California
$241K -$47.9K -460 -17%
GFP
2011
Gryphon Financial Partners
Ohio
$240K -$14.6K -140 -6%
SFA
2012
Souders Financial Advisors
Ohio
$240K +$14.1K +135 +6%
RPCA
2013
Running Point Capital Advisors
California
$240K – – –
LFG
2014
Lockerman Financial Group
California
$239K – – –
JWA
2015
JFS Wealth Advisors
Pennsylvania
$239K -$501K -4,811 -68%
I2I
2016
Insight 2811 Inc
Illinois
$239K -$6.04K -58 -2%
MWP
2017
Meridian Wealth Partners
Pennsylvania
$239K +$6.56K +63 +3%
AR
2018
Apeiron RIA
Texas
$239K +$13.8K +133 +6%
FW
2019
FirstPurpose Wealth
Utah
$238K +$13.7K +132 +6%
MWM
2020
Moran Wealth Management
Florida
$237K +$237K +2,280 New
NRWA
2021
North Ridge Wealth Advisors
Oregon
$237K +$237K +2,280 New
SC
2022
Sonen Capital
California
$237K -$188K -1,804 -44%
WWC
2023
Waypoint Wealth Counsel
Georgia
$236K -$729 -7 -0.3%
GC
2024
Gibson Capital
Pennsylvania
$235K – – –
AWM
2025
Accurate Wealth Management
Florida
$235K +$99.9K +960 +75%
79 80
81
82 83