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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Activest Wealth Management
Florida
$8.96K -$25K -50 -75%
BLC
2002
Brown, Lisle/Cummings
Rhode Island
$8.96K – – –
DPW
2003
DiNuzzo Private Wealth
Pennsylvania
$8.96K – – –
AS
2004
Altshuler Shaham
Israel
$8.96K +$2.99K +6 +55%
CTB
2005
Country Trust Bank
Illinois
$8.96K +$5.99K +12 +240%
LFASL
2006
Lugano Financial Advisors SA (LFA)
Switzerland
$8.96K +$8.48K +17 New
HIA
2007
HFM Investment Advisors
New Jersey
$8.44K +$499 +1 +7%
SC
2008
Stephens Consulting
Michigan
$7.91K +$4.99K +10 +200%
FG
2009
Fairman Group
Pennsylvania
$7.38K – – –
SN
2010
Sittner & Nelson
Oregon
$7.38K – – –
FPB
2011
First PREMIER Bank
South Dakota
$7K – – –
MAFA
2012
MJT & Associates Financial Advisory
Minnesota
$6.86K – – –
TCA
2013
Trifecta Capital Advisors
Illinois
$6.33K – – –
RAM
2014
Riggs Asset Management
Pennsylvania
$6.33K +$998 +2 +20%
CI
2015
Cordant Inc
Oregon
$6.33K +$5.99K +12 New
EPAM
2016
Evelyn Partners Asset Management
$6.33K – – –
FRA
2017
Front Row Advisors
California
$6.33K – – –
NEWAS
2018
N.E.W. Advisory Services
Wisconsin
$6.33K – – –
PWA
2019
Principia Wealth Advisory
Texas
$6.33K +$998 +2 +20%
T
2020
Transce3nd
Texas
$6.33K +$998 +2 +20%
HHGA
2021
Halbert Hargrove Global Advisors
California
$5.8K -$499 -1 -8%
CIM
2022
Contravisory Investment Management
Massachusetts
$5.8K – – –
VWWMG
2023
Vermillion & White Wealth Management Group
Pennsylvania
$5.8K – – –
LFA
2024
LGT Financial Advisors
Texas
$5.8K +$5.49K +11 New
SCA
2025
Stuart Chaussee & Associates
California
$5.27K – – –
79 80
81
82 83