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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
2001
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K -$5.76K -70 -3%
NDSI
2002
Newman Dignan & Sheerar Inc
Rhode Island
$233K +$205K +2,494 New
WPC
2003
Waters Parkerson & Co
Louisiana
$233K +$205K +2,493 New
AT
2004
American Trust
Kentucky
$231K +$204K +2,481 New
TS
2005
Tamar Securities
California
$231K -$2.14K -26 -1%
CFFP
2006
Center for Financial Planning
Michigan
$231K – – –
AF
2007
Apexium Financial
Texas
$230K -$39K -474 -16%
SSWM
2008
Smith Salley Wealth Management
North Carolina
$230K +$203K +2,464 New
CWM
2009
Connecticut Wealth Management
Connecticut
$230K +$203K +2,460 New
PCS
2010
Private Client Services
Kentucky
$230K +$203K +2,460 New
RT
2011
Rockland Trust
Massachusetts
$229K +$202K +2,450 New
AWS
2012
Aspen Wealth Strategies
Colorado
$228K +$201K +2,445 New
EP
2013
Essential Partners
California
$228K +$201K +2,442 New
WSWA
2014
Warren Street Wealth Advisors
California
$227K +$200K +2,432 New
KOC
2015
Koss-Olinger Consulting
Florida
$226K -$27.8K -338 -12%
HCM
2016
Hollencrest Capital Management
California
$226K -$113K -1,367 -36%
VBFG
2017
Vishria Bird Financial Group
Tennessee
$225K +$199K +2,412 New
AWC
2018
Abundance Wealth Counselors
Pennsylvania
$225K +$199K +2,414 New
KFGK
2019
Keystone Financial Group (Kentucky)
Kentucky
$225K +$198K +2,409 New
WLPWM
2020
Walled Lake Planning & Wealth Management
Illinois
$224K +$198K +2,400 New
SI
2021
Saxon Interests
Texas
$224K – – –
CWA
2022
Consilio Wealth Advisors
Washington
$223K +$201K +2,440 New
AFO
2023
Arrowroot Family Office
California
$223K +$197K +2,388 New
CAM
2024
Cozad Asset Management
Illinois
$222K +$196K +2,382 New
BCG
2025
Breakwater Capital Group
New Jersey
$222K +$196K +2,381 New
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