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Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
2001
Risk Paradigm Group
Texas
$1.11M -$26K -984 -2%
I2I
2002
Insight 2811 Inc
Illinois
$1.1M -$57.2K -2,160 -5%
RWM
2003
Raffa Wealth Management
District of Columbia
$1.1M -$124K -4,676 -11%
RTS
2004
Round Table Services
New Jersey
$1.09M -$548K -20,720 -36%
FM
2005
Forward Management
California
$1.09M -$95K -3,588 -8%
TFF
2006
The Family Firm
Maryland
$1.09M -$13.1K -496 -1%
CMANY
2007
Capital Management Associates (New York)
New York
$1.08M – – –
SEIA
2008
Signature Estate & Investment Advisors
California
$1.08M -$147K -5,568 -13%
PWMAG
2009
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M -$196K -7,420 -16%
KM
2010
Kalos Management
Georgia
$1.06M -$350K -13,232 -26%
LOCC
2011
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.06M +$263K +9,920 +36%
FVCM
2012
F&V Capital Management
Florida
$1.05M – – –
VWM
2013
Venturi Wealth Management
Texas
$1.05M +$151K +5,700 +18%
DWM
2014
Darwin Wealth Management
Florida
$1.05M -$265K -10,004 -21%
WIP
2015
Wellesley Investment Partners
Massachusetts
$1.05M +$194K +7,324 +25%
PFM
2016
Peak Financial Management
Massachusetts
$1.05M -$172K -6,504 -15%
AA
2017
ALPS Advisors
Colorado
$1.04M +$977K +36,916 New
BCP
2018
Berkeley Capital Partners
Georgia
$1.03M -$5.72K -216 -0.6%
HHGA
2019
Halbert Hargrove Global Advisors
California
$1.02M -$164K -6,184 -15%
HCM
2020
Highbridge Capital Management
New York
$1.02M +$954K +36,048 New
FCCM
2021
First City Capital Management
Georgia
$1.02M -$11K -416 -1%
IIC
2022
Integrated Investment Consultants
Michigan
$1.02M – – –
BL
2023
Balentine LLC
Georgia
$1.01M -$33K -1,248 -3%
PCMC
2024
Paragon Capital Management (Colorado)
Colorado
$1.01M +$423 +16 +0%
AR
2025
Advisory Research
Illinois
$1M -$2.44K -92 -0.3%
79 80
81
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