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Name Holding Trade Value Shares
Change
Change in
Stake
AW
2001
Avion Wealth
Texas
$123K -$64K -375 -42%
HWA
2002
Heritage Wealth Advisors
Virginia
$123K -$28.7K -168 -24%
CP
2003
Corbenic Partners
Pennsylvania
$121K -$27.1K -159 -24%
FMII
2004
Farmers & Merchants Investments Inc
Nebraska
$120K +$35.8K +210 +70%
RA
2005
Reby Advisors
Connecticut
$119K +$86K +504 New
PFSC
2006
Peoples Financial Services Corp
Pennsylvania
$118K – – –
CFG
2007
CKW Financial Group
Hawaii
$116K – – –
CWA
2008
Carolina Wealth Advisors
South Carolina
$113K – – –
GIA
2009
Goodwin Investment Advisory
Georgia
$112K +$81.4K +477 New
EAM
2010
Eagle Asset Management
Florida
$111K -$793K -4,644 -91%
BHWM
2011
Bay Harbor Wealth Management
Maryland
$111K -$24.6K -144 -23%
BCM
2012
Blume Capital Management
California
$109K – – –
MIFH
2013
Migdal Insurance & Financial Holdings
Israel
$109K +$27.6K +162 +54%
CFO
2014
CVA Family Office
Colorado
$106K -$1.02K -6 -1%
SFPG
2015
Stonebridge Financial Planning Group
Florida
$106K – – –
TH
2016
TCTC Holdings
Texas
$106K – – –
CBT
2017
CoreFirst Bank & Trust
Kansas
$106K +$76.8K +450 New
LWANC
2018
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K +$4.1K +24 +6%
HFM
2019
Hartford Financial Management
Connecticut
$102K – – –
MUMSS
2020
Mitsubishi UFJ Morgan Stanley Securities
Japan
$102K +$74.2K +435 New
SIM
2021
Seaview Investment Managers
Florida
$102K +$74.7K +438 New
T2I
2022
Turim 21 Investimentos
Brazil
$100K -$5.54M -32,439 -99%
PK
2023
Pflug Koory
Nebraska
$99K – – –
AWM
2024
Accel Wealth Management
Iowa
$98K +$71.2K +417 New
PS
2025
Planned Solutions
California
$94K – – –