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Name Holding Trade Value Shares
Change 		Change in
Stake
WB
2001
Webster Bank
Connecticut
$183K -$392K -1,560 -65%
RMC
2002
Resources Management Corp
Connecticut
$180K +$42.2K +168 +26%
DWP
2003
Destiny Wealth Partners
Florida
$176K +$24.9K +99 +14%
WT
2004
Washington Trust
Rhode Island
$171K -$3.77K -15 -2%
NIM
2005
NuWave Investment Management
New Jersey
$168K +$189K +753 New
GFPC
2006
Global Financial Private Client
Florida
$167K +$1.51K +6 +0.8%
HWM
2007
HighMark Wealth Management
Minnesota
$166K +$40.7K +162 +28%
AWM
2008
Accel Wealth Management
Iowa
$164K +$80.6K +321 +77%
BEI
2009
Benjamin Edwards Inc
Missouri
$162K -$4.52K -18 -2%
VC
2010
Veracity Capital
Georgia
$161K -$94.1K -375 -34%
KFI
2011
Key Financial Inc
Pennsylvania
$158K +$15.8K +63 +10%
TVWM
2012
Tower View Wealth Management
Wisconsin
$157K +$7.53K +30 +4%
AP
2013
Arlington Partners
Alabama
$157K +$177K +705 New
WPA
2014
West Paces Advisors
Georgia
$155K +$3.01K +12 +2%
CBT
2015
CoreFirst Bank & Trust
Kansas
$154K +$61K +243 +54%
BCP
2016
Blue Chip Partners
Michigan
$153K -$46.7K -186 -21%
1IA
2017
1834 Investment Advisors
Wisconsin
$150K – – –
IRC
2018
Investors Research Corp
Georgia
$150K – – –
KLWA
2019
Kelly Lawrence W & Associates
California
$150K +$169K +675 New
PP
2020
Pacifica Partners
Canada
$148K -$56.5K -225 -26%
JWM
2021
Janiczek Wealth Management
Colorado
$148K -$15.8K -63 -9%
CCA
2022
Column Capital Advisors
Indiana
$148K +$1.51K +6 +0.9%
SL
2023
Savior LLC
Massachusetts
$144K – – –
VBCG
2024
Valley Brook Capital Group
Pennsylvania
$143K +$3.77K +15 +2%
GH
2025
GAM Holding
Switzerland
$141K +$159K +633 New
79 80
81
82 83