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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
2001
Wealth Watch Advisors
Colorado
$53.3K +$2.97K +6 +6%
CB
2002
Centennial Bank
Arkansas
$52.3K – – –
RA
2003
Rational Advisors
New York
$52.3K +$4.95K +10 +11%
SFAM
2004
Sawyer Falduto Asset Management
Illinois
$52.1K +$49.5K +100 New
BSB
2005
Bangor Savings Bank
Maine
$51.7K – – –
DCM
2006
Disciplina Capital Management
Tennessee
$51.5K -$5.44K -11 -10%
CIAS
2007
CBIZ Investment Advisory Services
Ohio
$51.2K -$5.94K -12 -11%
GWSA
2008
Global Wealth Strategies & Associates
Colorado
$50.7K – – –
SIS
2009
Sound Income Strategies
Florida
$50.2K +$5.94K +12 +15%
NWS
2010
Nvest Wealth Strategies
Ohio
$49.1K +$46.5K +94 New
AF
2011
Align Financial
Minnesota
$49.1K +$24.3M +49,123 New
SPF
2012
South Plains Financial
Texas
$47.6K +$40.1K +81 +810%
SC
2013
SouthState Corp
Florida
$47.1K -$4.95K -10 -10%
FGA
2014
Fortis Group Advisors
New Jersey
$47K – – –
LWMI
2015
Legacy Wealth Management (Idaho)
Idaho
$45.5K +$28.2K +57 +190%
LC
2016
Lavaca Capital
Texas
$45.5K – – –
ME
2017
McIlrath & Eck
Washington
$45.5K – – –
FFA
2018
Frazier Financial Advisors
Ohio
$45K -$12.9K -26 -23%
ACM
2019
Anfield Capital Management
California
$44.9K -$7.42K -15 -15%
LAS
2020
Lloyd Advisory Services
Georgia
$44.4K +$42.1K +85 New
S
2021
Sachetta
Massachusetts
$44.4K +$2.47K +5 +6%
CI
2022
Clal Insurance
Israel
$44K +$8.41K +17 +25%
SG
2023
Sankala Group
Colorado
$43.3K +$48.5K +98 New
TWD
2024
True Wealth Design
Ohio
$42.9K -$33.6K -68 -45%
GEA
2025
Glen Eagle Advisors
New Jersey
$41.3K +$1.98K +4 +5%
79 80
81
82 83