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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2001
Insight Wealth Strategies
California
$714K -$17.1K -75 -3%
KCIC
2002
Kuhn & Co Investment Counsel
Illinois
$713K +$11.4K +50 +2%
SA
2003
SRH Advisors
Kansas
$713K – – –
EIG
2004
Ellenbecker Investment Group
Wisconsin
$713K +$7.3K +32 +1%
IB
2005
Iyo Bank
Japan
$712K – – –
ERIM
2006
Eagle Ridge Investment Management
Connecticut
$711K +$2.74K +12 +0.4%
CPC
2007
Consolidated Planning Corp
Georgia
$710K +$49.5K +217 +9%
EWM
2008
EPG Wealth Management
Georgia
$710K +$619K +2,713 New
CF
2009
Copperwynd Financial
Arizona
$709K +$75.5K +331 +14%
MWM
2010
MorganRosel Wealth Management
Colorado
$706K +$45.6K +200 +8%
AHL
2011
Abel Hall LLC
Louisiana
$706K +$32.2K +141 +6%
UH
2012
Unigestion Holding
Switzerland
$706K -$51.8K -227 -8%
FA
2013
Fermata Advisors
California
$705K -$12.1K -53 -2%
WLPWM
2014
Walled Lake Planning & Wealth Management
Illinois
$703K +$347K +1,520 +130%
FH
2015
FWG Holdings
Florida
$703K -$318K -1,393 -34%
EHC
2016
Everett Harris & Co
California
$701K +$45.6K +200 +8%
HWM
2017
Hemington Wealth Management
Virginia
$701K -$84.4K -370 -12%
BFM
2018
Boston Financial Management
Massachusetts
$700K -$4.56K -20 -0.7%
TW
2019
Traveka Wealth
California
$700K +$71.2K +312 +13%
MAWCM
2020
Mine & Arao Wealth Creation & Management
California
$700K +$45.6K +200 +8%
CWM
2021
Chesapeake Wealth Management
Virginia
$694K -$2.28K -10 -0.4%
RWM
2022
Revisor Wealth Management
Ohio
$694K +$108K +474 +22%
RA
2023
Rise Advisors
New York
$693K -$1.37K -6 -0.2%
TCBWMS
2024
Texas Capital Bank Wealth Management Services
Texas
$690K +$602K +2,638 New
WCFA
2025
Walkner Condon Financial Advisors
Wisconsin
$688K -$57.7K -253 -9%
79 80
81
82 83