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Name Holding Trade Value Shares
Change 		Change in
Stake
V
2001
ViaWealth
Kansas
$1.71M +$398 +1 +0%
JAG
2002
Journey Advisory Group
Kentucky
$1.7M +$91.9K +231 +6%
PEWA
2003
Pacific Excel Wealth Advisors
California
$1.7M +$823K +2,069 +104%
HFO
2004
Heritage Family Offices
Arizona
$1.7M +$520K +1,308 +48%
JWM
2005
JGP Wealth Management
Oregon
$1.7M +$6.36K +16 +0.4%
AIM
2006
Acropolis Investment Management
Missouri
$1.7M -$7.95K -20 -0.5%
AG
2007
Advocate Group
Minnesota
$1.7M – – –
CMI
2008
Clare Market Investments
Texas
$1.7M +$230K +578 +17%
FPGK
2009
Financial Partners Group (Kansas)
Kansas
$1.7M -$5.97K -15 -0.4%
BWM
2010
BlackDiamond Wealth Management
New York
$1.7M +$120K +301 +6%
NG
2011
Novem Group
New York
$1.7M +$250K +628 +18%
SPI
2012
Sutton Place Investors
New York
$1.69M +$101K +254 +7%
SCM
2013
Saxony Capital Management
Missouri
$1.69M +$237K +597 +17%
I
2014
INVST
Indiana
$1.69M +$184K +463 +13%
HFM
2015
Hartford Funds Management
Pennsylvania
$1.69M +$154K +387 +11%
RA
2016
Resolute Advisors
California
$1.68M -$504K -1,266 -24%
LWM
2017
Lionshead Wealth Management
New York
$1.68M +$3.18K +8 +0.2%
LSA
2018
Lansing Street Advisors
Pennsylvania
$1.68M +$546K +1,374 +52%
CMANY
2019
Capital Management Associates (New York)
New York
$1.68M – – –
PFM
2020
Phillips Financial Management
Indiana
$1.68M -$2.39K -6 -0.1%
PFA
2021
Perryman Financial Advisory
Texas
$1.68M +$828K +2,083 +110%
AWMT
2022
AAFMAA Wealth Management & Trust
North Carolina
$1.67M +$89.1K +224 +6%
JWM
2023
Jeppson Wealth Management
California
$1.67M -$16.3K -41 -1%
LSPW
2024
Lake Street Private Wealth
Illinois
$1.67M +$130K +327 +9%
NS
2025
NBC Securities
Alabama
$1.66M +$50.9K +128 +3%
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81
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