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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2001
Gruss & Co
Florida
$576K +$440K +2,200 New
WP
2002
WealthShield Partners
North Carolina
$574K -$14.4K -72 -3%
HP
2003
Hyperion Partners
Pennsylvania
$574K +$60K +300 +16%
WC
2004
Weil Company
California
$572K -$7.2K -36 -2%
CAL
2005
Capital Advisors Ltd
Ohio
$572K +$159K +794 +57%
RCS
2006
Retirement Capital Strategies
California
$571K – – –
CCM
2007
Crew Capital Management
Ohio
$571K +$53.8K +269 +14%
AIC
2008
Archer Investment Corporation
Indiana
$570K -$213K -1,064 -33%
PWM
2009
PBMares Wealth Management
Virginia
$569K -$32K -160 -7%
NJBEST
2010
New Jersey Better Educational Savings Trust
New Jersey
$569K – – –
OLVIG
2011
Oliver Lagore Vanvalin Investment Group
Michigan
$569K +$254K +1,268 +140%
WCG
2012
Weaver Consulting Group
California
$568K +$38.8K +194 +10%
MPPLM
2013
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$568K +$43.6K +218 +11%
MHWM
2014
Montz Harcus Wealth Management
Louisiana
$567K – – –
RSA
2015
River Street Advisors
Illinois
$567K – – –
BIA
2016
Bell Investment Advisors
California
$567K +$2.6K +13 +0.6%
FMC
2017
First Merchants Corp
Indiana
$567K -$18K -90 -4%
SIC
2018
Sterling Investment Counsel
New York
$566K +$43.4K +217 +11%
WCAMG
2019
Woodard & Company Asset Management Group
North Carolina
$565K +$160K +800 +59%
MIM
2020
Merrion Investment Management
New Jersey
$564K +$80K +400 +23%
QFA
2021
Quattro Financial Advisors
Texas
$563K +$430K +2,149 New
TCWA
2022
Ten Capital Wealth Advisors
Washington
$560K +$141K +705 +73%
BIAS
2023
Beacon Investment Advisory Services
New Jersey
$560K -$26.4K -132 -6%
PPW
2024
Pasadena Private Wealth
California
$560K +$32.4K +162 +8%
WFAG
2025
Wescott Financial Advisory Group
Pennsylvania
$559K -$30K -150 -7%
79 80
81
82 83