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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2001
PVG Asset Management
Colorado
$294K +$324K +3,596 New
PWM
2002
Power Wealth Management
Georgia
$294K -$2.61K -29 -0.8%
TW
2003
Traveka Wealth
California
$293K -$6.84K -76 -2%
IWS
2004
Integrity Wealth Solutions
Colorado
$293K – – –
RF
2005
Rossby Financial
Florida
$293K +$227K +2,523 +238%
SGCA
2006
Steel Grove Capital Advisors
Tennessee
$290K +$20K +222 +7%
PB
2007
Pinnacle Bancorp
Nebraska
$290K – – –
AFO
2008
Arrowroot Family Office
California
$289K +$17.1K +190 +6%
TC
2009
Trilogy Capital
California
$286K +$90 +1 +0%
TC
2010
TwinBeech Capital
New York
$286K -$13M -143,827 -98%
SFP
2011
Sandbox Financial Partners
Maryland
$286K +$1.8K +20 +0.6%
BAWM
2012
Bennett Associates Wealth Management
Pennsylvania
$286K +$116K +1,290 +58%
PGWM
2013
Pitti Group Wealth Management
New York
$285K +$314K +3,489 New
FHC
2014
First Horizon Corporation
Tennessee
$285K +$15K +167 +5%
PWM
2015
Pines Wealth Management
North Carolina
$284K +$88.4K +982 +39%
NICM
2016
Neo Ivy Capital Management
New York
$283K -$78.6K -873 -20%
QPWM
2017
Quadrant Private Wealth Management
Pennsylvania
$282K +$2.61K +29 +0.8%
TC
2018
TFR Capital
Texas
$282K +$12.3K +137 +4%
BL
2019
Balentine LLC
Georgia
$282K -$17.1K -190 -5%
CT
2020
Caldwell Trust
Florida
$282K +$113K +1,251 +57%
SH
2021
SLT Holdings
Arizona
$281K -$33.8K -375 -10%
RFP
2022
Root Financial Partners
California
$281K +$44.8K +498 +17%
ACM
2023
AlphaStar Capital Management
North Carolina
$281K +$310K +3,439 New
SMA
2024
Seven Mile Advisory
New Jersey
$280K -$40K -444 -11%
EP
2025
Ehrenkranz Partners
New York
$280K +$308K +3,424 New
79 80
81
82 83