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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
2001
DiNuzzo Private Wealth
Pennsylvania
$8.96K – – –
AS
2002
Altshuler Shaham
Israel
$8.96K +$2.99K +6 +55%
CTB
2003
Country Trust Bank
Illinois
$8.96K +$5.99K +12 +240%
LFASL
2004
Lugano Financial Advisors SA (LFA)
Switzerland
$8.96K +$8.48K +17 New
HIA
2005
HFM Investment Advisors
New Jersey
$8.44K +$499 +1 +7%
SC
2006
Stephens Consulting
Michigan
$7.91K +$4.99K +10 +200%
FG
2007
Fairman Group
Pennsylvania
$7.38K – – –
SN
2008
Sittner & Nelson
Oregon
$7.38K – – –
FPB
2009
First PREMIER Bank
South Dakota
$7K – – –
MAFA
2010
MJT & Associates Financial Advisory
Minnesota
$6.86K – – –
TCA
2011
Trifecta Capital Advisors
Illinois
$6.33K – – –
RAM
2012
Riggs Asset Management
Pennsylvania
$6.33K +$998 +2 +20%
CI
2013
Cordant Inc
Oregon
$6.33K +$5.99K +12 New
EPAM
2014
Evelyn Partners Asset Management
$6.33K – – –
FRA
2015
Front Row Advisors
California
$6.33K – – –
NEWAS
2016
N.E.W. Advisory Services
Wisconsin
$6.33K – – –
PWA
2017
Principia Wealth Advisory
Texas
$6.33K +$998 +2 +20%
T
2018
Transce3nd
Texas
$6.33K +$998 +2 +20%
HHGA
2019
Halbert Hargrove Global Advisors
California
$5.8K -$499 -1 -8%
CIM
2020
Contravisory Investment Management
Massachusetts
$5.8K – – –
VWWMG
2021
Vermillion & White Wealth Management Group
Pennsylvania
$5.8K – – –
LFA
2022
LGT Financial Advisors
Texas
$5.8K +$5.49K +11 New
SCA
2023
Stuart Chaussee & Associates
California
$5.27K – – –
DWA
2024
Delos Wealth Advisors
Texas
$5.27K +$4.99K +10 New
RWA
2025
Redmont Wealth Advisors
Illinois
$5.27K +$4.99K +10 New
79 80
81
82 83