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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2001
Janiczek Wealth Management
Colorado
$358K +$121K +3,575 +48%
PWM
2002
Prentice Wealth Management
New York
$358K +$4.43K +131 +1%
CW
2003
Channel Wealth
California
$357K -$70K -2,071 -16%
MWA
2004
Meridian Wealth Advisors
Texas
$357K -$43.7K -1,293 -11%
ME
2005
McIlrath & Eck
Washington
$356K -$3.01K -89 -0.8%
FNC
2006
First National Corp
Massachusetts
$356K -$46.5K -1,375 -11%
GFP
2007
Gryphon Financial Partners
Ohio
$355K +$20.3K +601 +6%
PP
2008
PDS Planning
Ohio
$354K -$131K -3,878 -26%
GWANC
2009
Guardian Wealth Advisors (North Carolina)
North Carolina
$353K -$106K -3,127 -22%
HKAM
2010
Horizon Kinetics Asset Management
New York
$353K +$14.2K +421 +4%
OFS
2011
Oldfather Financial Services
Nebraska
$353K +$135 +4 +0%
AC
2012
Avestar Capital
New York
$352K +$64.6K +1,912 +21%
P
2013
&Partners
Tennessee
$352K +$11K +325 +3%
PWM
2014
Paulson Wealth Management
Illinois
$350K +$3.99K +118 +1%
PGAM
2015
Princeton Global Asset Management
New Jersey
$347K -$6.83K -202 -2%
VAG
2016
VisionPoint Advisory Group
Texas
$347K -$207K -6,123 -36%
AFG
2017
Alterity Financial Group
Maine
$346K +$68 +2 +0%
RSWM
2018
Robertson Stephens Wealth Management
California
$346K -$76K -2,250 -17%
PWM
2019
PBMares Wealth Management
Virginia
$343K -$62.4K -1,846 -15%
MPAM
2020
Murphy Pohlad Asset Management
Minnesota
$343K -$2.68M -79,408 -88%
FFWM
2021
Future Financial Wealth Management
Ohio
$343K +$77.3K +2,287 +28%
EA
2022
Eudaimonia Advisors
Tennessee
$342K -$2.43K -72 -0.7%
FCFC
2023
First Commonwealth Financial Corp
Pennsylvania
$342K -$372 -11 -0.1%
FNB
2024
Farmers National Bank
Kentucky
$341K -$72.6K -2,150 -17%
WAG
2025
Winthrop Advisory Group
Massachusetts
$341K +$24.4K +722 +7%
79 80
81
82 83