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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
2001
Spurstone Advisory Services
Connecticut
$84.6K +$89.5K +1,000 New
PAG
2002
Paladin Advisory Group
Iowa
$84.3K -$90.9K -1,016 -50%
EFMH
2003
E Fund Management (HK)
Hong Kong
$83.6K +$38.1K +426 +76%
NC
2004
North Capital
Utah
$82.7K +$90 +1 +0.1%
FC
2005
Fairscale Capital
New Hampshire
$82.1K – – –
HRC
2006
Hoertkorn Richard Charles
$80.4K – – –
PW
2007
Pandora Wealth
Illinois
$79.1K – – –
WSC
2008
Wellington Shields & Co
New York
$77K -$22.4K -250 -22%
GG
2009
Gleason Group
Kentucky
$75.2K -$12.3K -137 -13%
DFA
2010
DHJJ Financial Advisors
Illinois
$69K -$448 -5 -0.6%
CWA
2011
Carolina Wealth Advisors
South Carolina
$68.5K +$51.9K +580 +252%
WPWM
2012
Western Pacific Wealth Management
Illinois
$67.7K -$47K -525 -40%
LI
2013
LRI Investments
Florida
$67.5K +$1.7K +19 +2%
PWS
2014
Peterson Wealth Services
Utah
$67.5K +$87.3K +975 +123%
DCM
2015
Davis Capital Management
Florida
$67.1K +$71K +793 New
AG
2016
AmeriFlex Group
Nevada
$67K +$45.2K +505 +176%
CWP
2017
Concord Wealth Partners
Virginia
$66K -$1.7K -19 -2%
GKIM
2018
GW&K Investment Management
Massachusetts
$65K -$6.09K -68 -8%
TIM
2019
Tortoise Investment Management
New York
$63K – – –
KTC
2020
Kentucky Trust Company
Kentucky
$61.8K – – –
SWIM
2021
Smallwood Wealth Investment Management
New Jersey
$61.4K +$16.7K +187 +35%
BAM
2022
Byrne Asset Management
New Jersey
$60.5K +$64K +715 New
A
2023
AlphaQuest
New York
$59.8K +$63.3K +707 New
SOW
2024
State of Wyoming
Wyoming
$58.9K +$62.3K +696 New
1IA
2025
1620 Investment Advisors
Massachusetts
$58K -$1.07K -12 -2%
79 80
81
82 83