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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
2001
Fairman Group
Pennsylvania
$6.81K – – –
SN
2002
Sittner & Nelson
Oregon
$6.81K – – –
PWA
2003
Principia Wealth Advisory
Texas
$6.81K +$1.07K +2 +17%
CC
2004
Corsicana & Co
Texas
$6.81K +$7.5K +14 New
HFS
2005
Horizon Financial Services
North Carolina
$6.81K +$7.5K +14 New
BHWM
2006
Bay Harbor Wealth Management
Maryland
$6.33K +$1.61K +3 +30%
GFWA
2007
Grey Fox Wealth Advisors
Delaware
$6.33K +$6.96K +13 New
IW
2008
Imprint Wealth
South Carolina
$6.33K +$6.96K +13 New
HFM
2009
Harvest Fund Management
China
$6K -$76K -142 -92%
PA
2010
Pineridge Advisors
Missouri
$5.84K -$4.82K -9 -43%
FRA
2011
Front Row Advisors
California
$5.84K – – –
NEWAS
2012
N.E.W. Advisory Services
Wisconsin
$5.84K – – –
TCA
2013
Trifecta Capital Advisors
Illinois
$5.84K – – –
TCB
2014
Texas Capital Bancshares
Texas
$5.84K +$6.43K +12 New
LFA
2015
LGT Financial Advisors
Texas
$5.35K – – –
VWWMG
2016
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K – – –
PP
2017
Pacifica Partners
Canada
$5.3K +$3.21K +6 +120%
RBC
2018
Roble Belko & Company
Pennsylvania
$5K +$5.36K +10 New
DWA
2019
Delos Wealth Advisors
Texas
$4.87K – – –
RWA
2020
Redmont Wealth Advisors
Illinois
$4.87K – – –
SPF
2021
South Plains Financial
Texas
$4.87K – – –
SCA
2022
Stuart Chaussee & Associates
California
$4.87K – – –
MSFP
2023
Mark Sheptoff Financial Planning
Connecticut
$4.87K +$3.21K +6 +150%
W
2024
WealthCollab
Washington
$4.38K +$1.61K +3 +50%
TLCM
2025
Twin Lakes Capital Management
California
$4.06K – – –
79 80
81
82 83