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Name Holding Trade Value Shares
Change 		Change in
Stake
AMC
2001
Asset Management Corp
Illinois
$598K +$28K +90 +6%
LI
2002
LVZ Inc
Michigan
$596K -$28K -90 -5%
RTC
2003
Riverview Trust Company
Washington
$594K +$515K +1,653 New
SWK
2004
Stephen W. Kidder
$593K -$140K -450 -21%
MC
2005
Merlin Capital
Rhode Island
$593K -$54.2K -174 -10%
TC
2006
Trust Company
Kansas
$593K +$23.4K +75 +5%
YWP
2007
YorkBridge Wealth Partners
New York
$593K +$98.1K +315 +24%
PFA
2008
Professional Financial Advisors
Nebraska
$591K – – –
PWM
2009
Provident Wealth Management
Tennessee
$591K +$512K +1,644 New
PPP
2010
Private Portfolio Partners
New Jersey
$589K -$34.6K -111 -6%
BMC
2011
Benin Management Corp
Connecticut
$589K +$23.4K +75 +5%
AP
2012
Arlington Partners
Alabama
$588K – – –
EBA
2013
Eagle Bay Advisors
New York
$587K +$9.34K +30 +2%
IIC
2014
Integrated Investment Consultants
Michigan
$583K +$31.8K +102 +7%
EPWM
2015
Essex Private Wealth Management
Massachusetts
$582K -$121K -387 -19%
HC
2016
Hamilton Capital
Ohio
$581K -$600K -1,926 -54%
W
2017
Wealthquest
Ohio
$580K – – –
SC
2018
Sierra Capital
Florida
$579K -$9.34K -30 -2%
PCM
2019
Prelude Capital Management
New York
$579K +$502K +1,611 New
WA
2020
Winfield Associates
Ohio
$577K -$46.7K -150 -9%
RWM
2021
RKL Wealth Management
Pennsylvania
$573K +$140K +450 +39%
WA
2022
WESPAC Advisors
California
$572K -$999K -3,207 -67%
SSWM
2023
Sheets Smith Wealth Management
North Carolina
$572K -$14K -45 -3%
NC
2024
NinePointTwo Capital
California
$572K – – –
CPC
2025
Congress Park Capital
New York
$572K +$266K +855 +116%
79 80
81
82 83