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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
2001
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$78.1K +371 +7%
LWIC
2002
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.23M +$1.01M +4,814 +478%
STA
2003
Summit Trail Advisors
New York
$1.23M +$96.8K +460 +9%
FWA
2004
FOCUS Wealth Advisors
Texas
$1.23M -$5.89K -28 -0.5%
BFA
2005
Beacon Financial Advisory
Ohio
$1.23M +$36K +171 +3%
GFS
2006
GYL Financial Synergies
Connecticut
$1.23M -$317K -1,505 -21%
4WM
2007
44 Wealth Management
Oregon
$1.22M +$329K +1,565 +37%
WLPWM
2008
Walled Lake Planning & Wealth Management
Illinois
$1.22M +$421 +2 +0%
WAG
2009
Winthrop Advisory Group
Massachusetts
$1.22M +$33K +157 +3%
CWS
2010
Cypress Wealth Services
California
$1.22M +$31.2K +148 +3%
BAM
2011
Berkshire Asset Management
Pennsylvania
$1.22M +$24.6K +117 +2%
FNWM
2012
Financial Network Wealth Management
Utah
$1.22M +$31.6K +150 +3%
DCM
2013
Davidson Capital Management
Texas
$1.21M -$1.19M -5,638 -50%
GG
2014
Golden Green
South Carolina
$1.21M -$865K -4,110 -42%
BOM
2015
Bank of Marin
California
$1.21M -$658K -3,127 -35%
FFA
2016
Founders Financial Alliance
North Carolina
$1.21M +$1.26K +6 +0.1%
TCM
2017
Tradewinds Capital Management
Washington
$1.21M -$631 -3 -0.1%
OWA
2018
Octavia Wealth Advisors
Ohio
$1.21M +$99.4K +472 +9%
GC
2019
Grace Capital
Massachusetts
$1.2M -$575K -2,731 -32%
EWM
2020
Executive Wealth Management
Michigan
$1.2M +$367K +1,743 +44%
BG
2021
Bollard Group
Massachusetts
$1.19M – – –
TLCM
2022
Twin Lakes Capital Management
California
$1.19M -$8.21K -39 -0.7%
FWM
2023
Foresight Wealth Management
Utah
$1.19M -$48.8K -232 -4%
BEAM
2024
Baker Ellis Asset Management
Washington
$1.18M -$5.68K -27 -0.5%
WMA
2025
Wealth Management Associates
New Jersey
$1.18M +$4.21K +20 +0.4%
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