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Name Holding Trade Value Shares
Change 		Change in
Stake
I
2001
INVST
Indiana
$1.69M +$184K +463 +13%
HFM
2002
Hartford Funds Management
Pennsylvania
$1.69M +$154K +387 +11%
RA
2003
Resolute Advisors
California
$1.68M -$504K -1,266 -24%
LWM
2004
Lionshead Wealth Management
New York
$1.68M +$3.18K +8 +0.2%
LSA
2005
Lansing Street Advisors
Pennsylvania
$1.68M +$546K +1,374 +52%
CMANY
2006
Capital Management Associates (New York)
New York
$1.68M – – –
PFM
2007
Phillips Financial Management
Indiana
$1.68M -$2.39K -6 -0.1%
PFA
2008
Perryman Financial Advisory
Texas
$1.68M +$828K +2,083 +110%
AWMT
2009
AAFMAA Wealth Management & Trust
North Carolina
$1.67M +$89.1K +224 +6%
JWM
2010
Jeppson Wealth Management
California
$1.67M -$16.3K -41 -1%
LSPW
2011
Lake Street Private Wealth
Illinois
$1.67M +$130K +327 +9%
NS
2012
NBC Securities
Alabama
$1.66M +$50.9K +128 +3%
UWS
2013
Unique Wealth Strategies
Illinois
$1.65M -$92.7K -233 -6%
SIA
2014
Sit Investment Associates
Minnesota
$1.65M – – –
AP
2015
Advisors Preferred
Maryland
$1.65M – – –
IQI
2016
Integrated Quantitative Investments
Washington
$1.65M -$325K -816 -17%
RFA
2017
ROI Financial Advisors
Oregon
$1.65M -$18.3K -46 -1%
FA
2018
Fermata Advisors
California
$1.65M +$138K +346 +10%
JCFM
2019
JBR Co Financial Management
Oklahoma
$1.64M -$885K -2,224 -36%
TA
2020
TKG Advisors
Indiana
$1.64M +$156K +392 +11%
FAG
2021
Fortitude Advisory Group
Washington
$1.64M -$839K -2,109 -35%
DWM
2022
Denver Wealth Management
Colorado
$1.64M +$158K +397 +11%
BWP
2023
Bernardo Wealth Planning
Pennsylvania
$1.64M +$104K +262 +7%
WIM
2024
Westside Investment Management
California
$1.63M +$26.6K +67 +2%
WCFA
2025
Walkner Condon Financial Advisors
Wisconsin
$1.62M -$111K -279 -7%
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