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Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
2001
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$41.9K -260 Closed
MA
2002
Modus Advisors
Minnesota
– -$34.3K -213 Closed
NL
2003
Navalign LLC
California
– -$34.3K -213 Closed
MSWM
2004
Mowery & Schoenfeld Wealth Management
Illinois
– -$29.5K -183 Closed
NWM
2005
Nova Wealth Management
Florida
– -$27.4K -170 Closed
EW
2006
Elyxium Wealth
California
– -$24.5K -152 Closed
PP
2007
Pingora Partners
Wyoming
– -$24.1K -150 Closed
IWM
2008
Inlight Wealth Management
Georgia
– -$23.3K -145 Closed
UFPG
2009
United Financial Planning Group
New York
– -$22.5K -140 Closed
T2I
2010
Turim 21 Investimentos
Brazil
– -$18.8K -117 Closed
IIM
2011
IFC & Insurance Marketing
California
– -$18K -110 Closed
LB
2012
Legacy Bridge
Iowa
– -$15.8K -98 Closed
FWA
2013
Flagship Wealth Advisors
Massachusetts
– -$15K -93 Closed
FFO
2014
Fortitude Family Office
Arizona
– -$13.2K -82 Closed
M
2015
MOTCO
Texas
– -$11.4K -71 Closed
OC
2016
Optima Capital
Oregon
– -$10.5K -65 Closed
RF
2017
Roxbury Financial
New Jersey
– -$10.1K -63 Closed
EPG
2018
Estate Planners Group
Pennsylvania
– -$9.66K -60 Closed
PCTC
2019
Perkins Coie Trust Company
Washington
– -$8.05K -50 Closed
FS
2020
Financially Speaking
Colorado
– -$7.08K -44 Closed
TH
2021
TCTC Holdings
Texas
– -$6.76K -42 Closed
HIA
2022
HFM Investment Advisors
New Jersey
– -$5.79K -36 Closed
FDW
2023
Fourth Dimension Wealth
Ohio
– -$4.83K -30 Closed
RFA
2024
Reyes Financial Architecture
California
– -$4.67K -29 Closed
LIA
2025
Luken Investment Analytics
Tennessee
– -$4.02K -25 Closed
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