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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2001
Cary Street Partners Investment Advisory
Virginia
$383K +$465K +1,704 New
MRWM
2002
ML&R Wealth Management
Texas
$382K -$389K -1,425 -46%
KTC
2003
Kistler-Tiffany Companies
Pennsylvania
$380K – – –
KWM
2004
Keebeck Wealth Management
Illinois
$380K +$143K +525 +45%
JWM
2005
Jeppson Wealth Management
California
$379K -$98.3K -360 -18%
EPWM
2006
Essex Private Wealth Management
Massachusetts
$379K +$18.8K +69 +4%
KFI
2007
Key Financial Inc
Pennsylvania
$379K +$60.6K +222 +15%
AIC
2008
Archer Investment Corporation
Indiana
$378K -$66.3K -243 -13%
WI
2009
Wintrust Investments
Illinois
$378K -$9.83K -36 -2%
FFWA
2010
FRG Family Wealth Advisors
Washington
$378K – – –
HC
2011
HNP Capital
New York
$378K – – –
VRM
2012
Vectors Research Management
New York
$378K +$439K +1,608 +2,144%
PFA
2013
Professional Financial Advisors
Nebraska
$376K +$8.19K +30 +2%
MA
2014
MUFG Americas
New York
$375K -$61.4K -225 -12%
IA
2015
Integrity Advisory
Kansas
$375K +$40.9K +150 +10%
SB
2016
Simmons Bank
Arkansas
$374K -$68.8K -252 -13%
ST
2017
Sentinel Trust
Texas
$374K -$7.37K -27 -2%
GB
2018
Goepper Burkhardt
South Carolina
$374K -$4.09K -15 -0.9%
SSW
2019
Smith Shellnut Wilson
Mississippi
$374K – – –
AWA
2020
Acorn Wealth Advisors
Michigan
$374K +$20.5K +75 +5%
NC
2021
NinePointTwo Capital
California
$373K +$19.7K +72 +5%
FSWA
2022
Financial Synergies Wealth Advisors
Texas
$373K +$453K +1,659 New
HIC
2023
Holderness Investments Company
North Carolina
$372K -$61.4K -225 -12%
AWA
2024
Aletheian Wealth Advisors
Washington
$372K +$36K +132 +9%
JMF
2025
Johnson Midwest Financial
Iowa
$372K +$36.9K +135 +9%
79 80
81
82 83