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Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
2001
Meridian Financial Partners
Virginia
$1.33M – – –
WFA
2002
Wellspring Financial Advisors
Ohio
$1.33M +$758K +2,357 +19%
CC
2003
Cornerstone Capital
California
$1.33M +$218K +678 +26%
MWM
2004
Mindset Wealth Management
Indiana
$1.33M +$143K +446 +16%
CRWM
2005
Castle Rock Wealth Management
California
$1.33M +$161K +499 +15%
TA
2006
TKG Advisors
Indiana
$1.32M -$315K -978 -23%
PWA
2007
PCG Wealth Advisors
Kansas
$1.32M -$96.5K -300 -8%
MAG
2008
M3 Advisory Group
Massachusetts
$1.32M -$39.9K -124 -4%
RWM
2009
RBA Wealth Management
California
$1.32M – – –
LIP
2010
Lighthouse Investment Partners
Florida
$1.32M -$1.05M -3,252 -50%
BWA
2011
Blodgett Wealth Advisors
California
$1.32M -$12.9K -40 -1%
WPC
2012
White Pine Capital
Minnesota
$1.32M +$2.25K +7 +0.2%
SIM
2013
Stratos Investment Management
Ohio
$1.31M +$156K +484 +18%
SP
2014
Sherman Porfolios
Idaho
$1.31M +$1.04M +3,239 New
CFA
2015
Capstone Financial Advisors
Illinois
$1.31M -$410K -1,273 -28%
FCFC
2016
First Commonwealth Financial Corp
Pennsylvania
$1.3M +$1.04M +3,221 New
ISL
2017
Ingalls & Snyder LLC
New York
$1.3M -$393K -1,223 -28%
FFG
2018
Frisch Financial Group
New York
$1.3M +$102K +316 +11%
RCP
2019
Rothschild Capital Partners
New York
$1.3M +$1.03M +3,210 New
CP
2020
Castleview Partners
Texas
$1.3M +$67.9K +211 +7%
WP
2021
WMS Partners
Maryland
$1.29M +$11.9K +37 +1%
HIM
2022
Hillsdale Investment Management
Ontario, Canada
$1.29M +$273K +850 +36%
ADL
2023
Asset Dedication LLC
California
$1.29M -$296K -921 -22%
AWF
2024
Alpha Wealth Funds
Utah
$1.29M +$1.03M +3,198 New
TCM
2025
Tran Capital Management
California
$1.29M +$19.3K +60 +2%
79 80
81
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