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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2001
Martel Wealth Advisors
Washington
$262K -$930 -10 -0.3%
SPWM
2002
Schrum Private Wealth Management
Florida
$262K -$2.05K -22 -0.8%
TWM
2003
Tradition Wealth Management
Minnesota
$260K +$837 +9 +0.3%
WCWM
2004
Willow Creek Wealth Management
California
$260K -$43.7K -470 -14%
FBFS
2005
First Business Financial Services
Wisconsin
$259K – – –
PCA
2006
Pallas Capital Advisors
Massachusetts
$259K +$264K +2,834 New
CA
2007
Cornerstone Advisory
Maryland
$259K -$13.9K -149 -5%
BCM
2008
Boltwood Capital Management
California
$258K – – –
EB
2009
Eastern Bank
Massachusetts
$258K – – –
TFA
2010
Tranquilli Financial Advisor
New Jersey
$258K +$262K +2,822 New
LWL
2011
Leo Wealth LLC
Texas
$257K +$26.3K +283 +11%
NRC
2012
New Republic Capital
North Carolina
$257K -$110K -1,187 -30%
ES
2013
Eagle Strategies
New York
$257K +$261K +2,810 New
PPWM
2014
Paragon Private Wealth Management
Kentucky
$257K +$42.6K +458 +19%
G
2015
GenTrust
Florida
$256K – – –
SIC
2016
Sigma Investment Counselors
Michigan
$256K -$77.6K -834 -23%
SRC
2017
Sage Rhino Capital
California
$256K -$18.5K -199 -7%
OCPWS
2018
One Charles Private Wealth Services
Massachusetts
$255K +$2.88K +31 +1%
AM
2019
Atwater Malick
Pennsylvania
$255K +$17.1K +184 +7%
CAWM
2020
Capital Advisors Wealth Management
Washington
$253K -$8.09K -87 -3%
PAM
2021
Peak Asset Management
Colorado
$253K -$465 -5 -0.2%
IFPG
2022
Intrepid Financial Planning Group
Indiana
$252K +$651 +7 +0.3%
KA
2023
Klingman & Associates
New York
$252K +$3.25K +35 +1%
LP
2024
LGL Partners
Pennsylvania
$252K -$98K -1,054 -28%
LA
2025
Lifeworks Advisors
Michigan
$252K +$256K +2,753 New
79 80
81
82 83