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Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
2001
Burton Enright Welch
California
$587K -$1.28K -5 -0.2%
PWM
2002
Prosperity Wealth Management
California
$586K +$3.34K +13 +0.6%
BMO
2003
Beck Mack & Oliver
New York
$586K +$19.3K +75 +3%
MAWA
2004
Moss Adams Wealth Advisors
Washington
$585K +$600K +2,337 New
GIP
2005
Granite Investment Partners
California
$582K +$389K +1,514 +187%
PAM
2006
Pegasus Asset Management
New York
$581K +$771 +3 +0.1%
ICM
2007
IMS Capital Management
Oregon
$581K – – –
MPPLM
2008
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$581K +$39K +152 +7%
KWMG
2009
King Wealth Management Group
Florida
$581K +$5.14K +20 +0.9%
CT
2010
Chicago Trust
Illinois
$581K -$113K -441 -16%
PWM
2011
PBMares Wealth Management
Virginia
$579K +$35.7K +139 +6%
FGA
2012
Fortis Group Advisors
New Jersey
$578K +$164K +640 +32%
OC
2013
Oakworth Capital
Alabama
$578K – – –
AW
2014
Avion Wealth
Texas
$578K +$98.4K +383 +20%
BFO
2015
Biltmore Family Office
North Carolina
$576K +$257K +1,002 +77%
AW
2016
Atlas Wealth
Ohio
$576K +$271K +1,056 +85%
JWM
2017
JFG Wealth Management
Colorado
$576K +$77.1K +300 +15%
PWA
2018
Peterson Wealth Advisors
Utah
$569K – – –
GGI
2019
Godsey & Gibb Inc
Virginia
$569K -$39.8K -155 -6%
CT
2020
Caldwell Trust
Florida
$568K -$57.5K -224 -9%
AIC
2021
Archer Investment Corporation
Indiana
$567K +$22.9K +89 +4%
SFC
2022
SYM Financial Corp
Indiana
$566K +$352K +1,370 +153%
SB
2023
Simmons Bank
Arkansas
$563K -$47.3K -184 -8%
EWA
2024
Encompass Wealth Advisors
Oregon
$563K +$50.1K +195 +9%
SPIO
2025
Seven Post Investment Office
California
$563K – – –
79 80
81
82 83