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Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
2001
Foster Dykema Cabot & Partners
Massachusetts
$85.8K – – –
FF
2002
Finley Financial
Nevada
$85.3K – – –
W
2003
WealthCollab
Washington
$84.6K – – –
SAS
2004
Spurstone Advisory Services
Connecticut
$84.6K +$89.5K +1,000 New
PAG
2005
Paladin Advisory Group
Iowa
$84.3K -$90.9K -1,016 -50%
EFMH
2006
E Fund Management (HK)
Hong Kong
$83.6K +$38.1K +426 +76%
NC
2007
North Capital
Utah
$82.7K +$90 +1 +0.1%
FC
2008
Fairscale Capital
New Hampshire
$82.1K – – –
HRC
2009
Hoertkorn Richard Charles
$80.4K – – –
PW
2010
Pandora Wealth
Illinois
$79.1K – – –
WSC
2011
Wellington Shields & Co
New York
$77K -$22.4K -250 -22%
GG
2012
Gleason Group
Kentucky
$75.2K -$12.3K -137 -13%
DFA
2013
DHJJ Financial Advisors
Illinois
$69K -$448 -5 -0.6%
CWA
2014
Carolina Wealth Advisors
South Carolina
$68.5K +$51.9K +580 +252%
WPWM
2015
Western Pacific Wealth Management
Illinois
$67.7K -$47K -525 -40%
LI
2016
LRI Investments
Florida
$67.5K +$1.7K +19 +2%
PWS
2017
Peterson Wealth Services
Utah
$67.5K +$87.3K +975 +123%
DCM
2018
Davis Capital Management
Florida
$67.1K +$71K +793 New
AG
2019
AmeriFlex Group
Nevada
$67K +$45.2K +505 +176%
CWP
2020
Concord Wealth Partners
Virginia
$66K -$1.7K -19 -2%
GKIM
2021
GW&K Investment Management
Massachusetts
$65K -$6.09K -68 -8%
TIM
2022
Tortoise Investment Management
New York
$63K – – –
KTC
2023
Kentucky Trust Company
Kentucky
$61.8K – – –
SWIM
2024
Smallwood Wealth Investment Management
New Jersey
$61.4K +$16.7K +187 +35%
BAM
2025
Byrne Asset Management
New Jersey
$60.5K +$64K +715 New
79 80
81
82 83