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Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
2001
Yarger Wealth Strategies
Ohio
$220K -$98 -1 -0%
HCA
2002
Harbour Capital Advisors
Virginia
$220K – – –
DWM
2003
Destination Wealth Management
California
$218K -$27K -275 -10%
PCA
2004
Pallas Capital Advisors
Massachusetts
$218K -$5.5K -56 -2%
FAG
2005
Financial Advisory Group
Texas
$218K – – –
RWA
2006
Redhawk Wealth Advisors
Minnesota
$218K +$21.4K +218 +10%
HWM
2007
Horizon Wealth Management
Illinois
$217K +$1.08K +11 +0.5%
ITB
2008
Idaho Trust Bank
Idaho
$216K +$233K +2,372 New
MTIM
2009
Marathon Trading Investment Management
Pennsylvania
$216K +$46.2K +471 +25%
PA
2010
PSI Advisors
Florida
$216K +$16K +163 +7%
BAM
2011
Boyar Asset Management
New York
$216K – – –
SVWAG
2012
Sound View Wealth Advisors Group
Georgia
$216K +$22.5K +229 +11%
PHAM
2013
Palisades Hudson Asset Management
Florida
$215K – – –
PWS
2014
Paragon Wealth Strategies
Florida
$214K +$231K +2,349 New
AWG
2015
Altus Wealth Group
Colorado
$213K -$13.3K -135 -5%
NRS
2016
Neville Rodie & Shaw
New York
$213K -$9.81K -100 -4%
CG
2017
CFO4Life Group
Texas
$213K -$11.5K -117 -5%
DWM
2018
Darwin Wealth Management
Florida
$213K -$10.3K -105 -4%
CIG
2019
Cascade Investment Group
Colorado
$212K – – –
GD
2020
Grandfield & Dodd
New York
$212K +$19.6K +200 +9%
MWP
2021
Meridian Wealth Partners
Pennsylvania
$212K +$2.26K +23 +1%
BWP
2022
Balboa Wealth Partners
Arizona
$212K -$7.36K -75 -3%
LA
2023
LexAurum Advisors
Kansas
$211K -$1.37K -14 -0.6%
PCIG
2024
Partners Capital Investment Group
Massachusetts
$210K +$19.7K +201 +10%
RPCA
2025
Running Point Capital Advisors
California
$210K -$491 -5 -0.2%
79 80
81
82 83