We are live on ! Find out more
VZ icon

Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
2001
Gryphon Financial Partners
Ohio
$503K -$40.9K -1,037 -7%
SA
2002
Shilanski & Associates
Alaska
$502K +$6.47K +164 +1%
FCIM
2003
Fairview Capital Investment Management
California
$502K +$7.38K +187 +1%
EWA
2004
Encompass Wealth Advisors
Oregon
$501K +$22.2K +564 +5%
AL
2005
Aspiriant LLC
California
$498K -$16.5K -418 -3%
TT
2006
TI-Trust
Illinois
$498K -$3.55K -90 -0.7%
WTFG
2007
Wells Trecaso Financial Group
Ohio
$497K -$3.75K -95 -0.7%
BFA
2008
BMS Financial Advisors
South Dakota
$497K +$160K +4,069 +47%
EFG
2009
Everhart Financial Group
Ohio
$497K +$54.9K +1,392 +12%
AP
2010
Advisors Preferred
Maryland
$496K -$84.8K -2,151 -15%
SP
2011
Successful Portfolios
Florida
$496K +$4.85K +123 +1%
TMWM
2012
Taylor & Morgan Wealth Management
Michigan
$494K -$105K -2,665 -17%
CYG
2013
Clean Yield Group
Vermont
$494K -$53.7K -1,361 -10%
MSWM
2014
McGlone Suttner Wealth Management
Wisconsin
$493K +$27.2K +689 +6%
VAM
2015
Verity Asset Management
North Carolina
$492K +$55.6K +1,409 +13%
KIA
2016
KLR Investment Advisors
Rhode Island
$491K +$163K +4,144 +49%
AWM
2017
AllSquare Wealth Management
New York
$491K +$63.1K +1,600 +15%
PG
2018
Proffitt & Goodson
Tennessee
$490K +$124K +3,145 +33%
SI
2019
Saxon Interests
Texas
$490K +$42.4K +1,074 +9%
NPF
2020
Norris Perne & French
Michigan
$488K – – –
TC
2021
Trust Company
Kansas
$488K -$133K -3,361 -21%
IIM
2022
InTrack Investment Management
Vermont
$486K +$143K +3,615 +42%
FPWM
2023
FSB Premier Wealth Management
Iowa
$486K +$58.6K +1,486 +13%
KFP
2024
KB Financial Partners
New Jersey
$485K +$55.3K +1,402 +13%
SSA
2025
Schonfeld Strategic Advisors
New York
$484K -$20.9M -528,861 -98%
79 80
81
82 83