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