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Name Holding Trade Value Shares
Change 		Change in
Stake
ML
2001
McAdam LLC
Pennsylvania
$231K +$18.8K +257 +9%
CNBOF
2002
City National Bank of Florida
Florida
$231K +$234K +3,195 New
IWS
2003
Integrity Wealth Solutions
Colorado
$230K -$28.7K -391 -11%
CFM
2004
Compass Financial Management
Florida
$230K +$234K +3,191 New
OWA
2005
Outlook Wealth Advisors
Texas
$230K -$8.29K -113 -3%
CFO
2006
Cambient Family Office
Michigan
$229K +$233K +3,173 New
CAM
2007
CenterStar Asset Management
Illinois
$228K +$233K +3,176 New
RPC
2008
Rossmore Private Capital
Connecticut
$228K – – –
EBA
2009
Eagle Bay Advisors
New York
$228K -$54.5K -743 -19%
CF
2010
Carlson Financial
Oregon
$227K -$32.6K -445 -12%
BWM
2011
BCGM Wealth Management
Indiana
$227K +$16.8K +229 +8%
CWG
2012
Crown Wealth Group
North Carolina
$227K -$1.32K -18 -0.6%
IFPG
2013
Intrepid Financial Planning Group
Indiana
$227K +$3.74K +51 +2%
PWM
2014
Power Wealth Management
Georgia
$227K -$65.4K -892 -22%
QC
2015
Quent Capital
New York
$227K -$7.85K -107 -3%
BFA
2016
Beaumont Financial Advisors
Massachusetts
$226K -$3.01K -41 -1%
DCM
2017
Dudley Capital Management
Virginia
$226K – – –
S
2018
Storgate
Texas
$226K +$229K +3,126 New
EFG
2019
Ethos Financial Group
Pennsylvania
$225K -$15.6K -213 -6%
AFT
2020
Alpha Family Trust
California
$224K – – –
CC
2021
Clearwave Capital
California
$224K +$228K +3,110 New
QFW
2022
QTR Family Wealth
Florida
$224K -$114K -1,548 -33%
5NPW
2023
55 North Private Wealth
Florida
$223K -$2.71K -37 -1%
BAM
2024
Blueshift Asset Management
New Jersey
$221K +$225K +3,066 New
PCIG
2025
Partners Capital Investment Group
Massachusetts
$221K – – –
79 80
81
82 83