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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
2001
Financial Advisory Group
Texas
$237K – – –
LS
2002
Leelyn Smith
Illinois
$236K -$3.14M -30,259 -93%
PWP
2003
Phillips Wealth Planners
Mississippi
$236K +$247K +2,383 New
CBTWT
2004
Community Bank & Trust (Waco, Texas)
Texas
$235K – – –
HWM
2005
Horizon Wealth Management
Illinois
$235K +$934 +9 +0.4%
BAM
2006
Boyar Asset Management
New York
$234K -$1.04K -10 -0.4%
PHAM
2007
Palisades Hudson Asset Management
Florida
$233K – – –
MCP
2008
Mirador Capital Partners
California
$231K -$727 -7 -0.3%
CIG
2009
Cascade Investment Group
Colorado
$230K +$36.3K +350 +18%
HA
2010
Herold Advisors
New York
$230K +$104 +1 +0%
LA
2011
LexAurum Advisors
Kansas
$230K -$11K -106 -4%
RAG
2012
RIA Advisory Group
Iowa
$229K +$240K +2,310 New
LSA
2013
Lion Street Advisors
Texas
$229K +$224K +2,157 New
RPCA
2014
Running Point Capital Advisors
California
$229K +$519 +5 +0.2%
LFG
2015
Lockerman Financial Group
California
$228K – – –
MWP
2016
Meridian Wealth Partners
Pennsylvania
$228K +$623 +6 +0.3%
JWA
2017
JFS Wealth Advisors
Pennsylvania
$227K -$623 -6 -0.3%
CWS
2018
Confluence Wealth Services
Pennsylvania
$227K -$17.5K -169 -7%
GC
2019
Gibson Capital
Pennsylvania
$226K +$2.18K +21 +0.9%
LB
2020
Leo Brokerage
Texas
$225K +$236K +2,276 New
AR
2021
Advisory Research
Illinois
$225K +$236K +2,273 New
SC
2022
Sonen Capital
California
$225K – – –
JFGIW
2023
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$225K +$74.5K +718 +46%
PSF
2024
Pacific Sun Financial
California
$224K +$223K +2,151 New
WP
2025
WealthShield Partners
North Carolina
$224K +$208 +2 +0.1%
79 80
81
82 83