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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Crewe Advisors
Utah
$134K -$43.5K -534 -24%
WWP
2002
WR Wealth Planners
Missouri
$134K -$17.5K -215 -11%
PP
2003
Pingora Partners
Wyoming
$132K -$40.7K -500 -23%
OPTFSNA
2004
Old Point Trust & Financial Services N A
Virginia
$130K – – –
AW
2005
Avion Wealth
Texas
$127K +$73.7K +905 +124%
RS
2006
Rakuten Securities
Japan
$126K +$76.6K +940 +138%
CWP
2007
Concord Wealth Partners
Virginia
$126K -$49.4K -606 -27%
SCM
2008
Silvant Capital Management
Georgia
$125K – – –
LIA
2009
Luken Investment Analytics
Tennessee
$125K – – –
CWM
2010
Compass Wealth Management
Connecticut
$124K -$9.12K -112 -7%
USB
2011
Union Savings Bank
Connecticut
$124K -$22.4K -275 -15%
HNB
2012
Hilltop National Bank
Wyoming
$123K +$95.8K +1,176 +293%
CPG
2013
Cornerstone Planning Group
New Jersey
$121K -$11.3K -139 -8%
RA
2014
Rise Advisors
New York
$120K +$733 +9 +0.6%
MA
2015
MCF Advisors
Kentucky
$119K -$71.6K -879 -37%
GFPC
2016
Global Financial Private Client
Florida
$119K -$15.6K -192 -11%
BIM
2017
Breakwater Investment Management
Washington
$118K – – –
VCM
2018
Versant Capital Management
Arizona
$115K -$15K -184 -11%
WFS
2019
Widmann Financial Services
Maryland
$104K +$109K +1,336 New
WPWM
2020
Western Pacific Wealth Management
Illinois
$103K -$48.9K -601 -31%
HGERS
2021
Householder Group Estate & Retirement Specialist
Arizona
$103K -$201K -2,465 -65%
W
2022
WealthCollab
Washington
$101K -$81 -1 -0.1%
RI
2023
Ridgewood Investments
New Jersey
$101K +$106K +1,298 New
GJIA
2024
Glass Jacobson Investment Advisors
Maryland
$101K +$4.07K +50 +4%
ATC
2025
Advantage Trust Company
Kansas
$100K – – –
79 80
81
82 83