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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2001
DAGCO Inc
Ohio
$55.9K – – –
BFP
2002
Birchwood Financial Partners
Minnesota
$55.9K +$52.9K +107 New
DF
2003
Dunhill Financial
United Kingdom
$55.2K +$42.6K +86 +91%
NMG
2004
New Millennium Group
Utah
$54.3K – – –
CM
2005
Capula Management
Cayman Islands
$53.3K -$1.34M -2,717 -96%
WWA
2006
Wealth Watch Advisors
Colorado
$53.3K +$2.97K +6 +6%
CB
2007
Centennial Bank
Arkansas
$52.3K – – –
RA
2008
Rational Advisors
New York
$52.3K +$4.95K +10 +11%
SFAM
2009
Sawyer Falduto Asset Management
Illinois
$52.1K +$49.5K +100 New
BSB
2010
Bangor Savings Bank
Maine
$51.7K – – –
DCM
2011
Disciplina Capital Management
Tennessee
$51.5K -$5.44K -11 -10%
CIAS
2012
CBIZ Investment Advisory Services
Ohio
$51.2K -$5.94K -12 -11%
GWSA
2013
Global Wealth Strategies & Associates
Colorado
$50.7K – – –
SIS
2014
Sound Income Strategies
Florida
$50.2K +$5.94K +12 +15%
NWS
2015
Nvest Wealth Strategies
Ohio
$49.1K +$46.5K +94 New
AF
2016
Align Financial
Minnesota
$49.1K +$46.5K +94 New
SPF
2017
South Plains Financial
Texas
$47.6K +$40.1K +81 +810%
SC
2018
SouthState Corp
Florida
$47.1K -$4.95K -10 -10%
FGA
2019
Fortis Group Advisors
New Jersey
$47K – – –
LWMI
2020
Legacy Wealth Management (Idaho)
Idaho
$45.5K +$28.2K +57 +190%
LC
2021
Lavaca Capital
Texas
$45.5K – – –
ME
2022
McIlrath & Eck
Washington
$45.5K – – –
FFA
2023
Frazier Financial Advisors
Ohio
$45K -$12.9K -26 -23%
ACM
2024
Anfield Capital Management
California
$44.9K -$7.42K -15 -15%
LAS
2025
Lloyd Advisory Services
Georgia
$44.4K +$42.1K +85 New
79 80
81
82 83