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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
2001
Creative Financial Designs
Indiana
$6.81K -$7.5K -14 -50%
FG
2002
Fairman Group
Pennsylvania
$6.81K – – –
SN
2003
Sittner & Nelson
Oregon
$6.81K – – –
PWA
2004
Principia Wealth Advisory
Texas
$6.81K +$1.07K +2 +17%
CC
2005
Corsicana & Co
Texas
$6.81K +$7.5K +14 New
HFS
2006
Horizon Financial Services
North Carolina
$6.81K +$7.5K +14 New
BHWM
2007
Bay Harbor Wealth Management
Maryland
$6.33K +$1.61K +3 +30%
GFWA
2008
Grey Fox Wealth Advisors
Delaware
$6.33K +$6.96K +13 New
IW
2009
Imprint Wealth
South Carolina
$6.33K +$6.96K +13 New
HFM
2010
Harvest Fund Management
China
$6K -$76K -142 -92%
PA
2011
Pineridge Advisors
Missouri
$5.84K -$4.82K -9 -43%
FRA
2012
Front Row Advisors
California
$5.84K – – –
NEWAS
2013
N.E.W. Advisory Services
Wisconsin
$5.84K – – –
TCA
2014
Trifecta Capital Advisors
Illinois
$5.84K – – –
TCB
2015
Texas Capital Bancshares
Texas
$5.84K +$6.43K +12 New
LFA
2016
LGT Financial Advisors
Texas
$5.35K – – –
VWWMG
2017
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K – – –
PP
2018
Pacifica Partners
Canada
$5.3K +$3.21K +6 +120%
RBC
2019
Roble Belko & Company
Pennsylvania
$5K +$5.36K +10 New
DWA
2020
Delos Wealth Advisors
Texas
$4.87K – – –
RWA
2021
Redmont Wealth Advisors
Illinois
$4.87K – – –
SPF
2022
South Plains Financial
Texas
$4.87K – – –
SCA
2023
Stuart Chaussee & Associates
California
$4.87K – – –
MSFP
2024
Mark Sheptoff Financial Planning
Connecticut
$4.87K +$3.21K +6 +150%
W
2025
WealthCollab
Washington
$4.38K +$1.61K +3 +50%
79 80
81
82 83