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Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
2001
Trivium Point Advisory
Connecticut
$13.1M +$175K +1,108 +2%
CBT
2002
CoreFirst Bank & Trust
Kansas
$13.1M -$580K -3,670 -5%
DFA
2003
Delta Financial Advisors
Louisiana
$13.1M -$50.9K -322 -0.4%
SC
2004
Solstein Capital
California
$13.1M -$2.86M -18,100 -20%
CWM
2005
Chronos Wealth Management
Florida
$13.1M -$203K -1,283 -2%
BWM
2006
Bulltick Wealth Management
Florida
$13.1M -$6.42M -40,596 -36%
BCCM
2007
Bridge Creek Capital Management
Massachusetts
$13M -$514K -3,253 -4%
ST
2008
Somerset Trust
Pennsylvania
$13M -$488K -3,087 -4%
NB
2009
Nicolet Bankshares
Wisconsin
$13M -$883K -5,589 -7%
CCWA
2010
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13M +$47.3K +299 +0.4%
IF
2011
IRON Financial
Illinois
$13M +$457K +2,894 +4%
HBCM
2012
Heron Bay Capital Management
Michigan
$13M +$110K +694 +1%
EVC
2013
Eidelman Virant Capital
Missouri
$13M -$352K -2,225 -3%
KFS
2014
Kaizen Financial Strategies
California
$12.9M -$1.67M -10,570 -13%
PWA
2015
Physician Wealth Advisors
Utah
$12.9M +$894K +5,656 +8%
HNW
2016
High Note Wealth
Minnesota
$12.9M +$85K +538 +0.7%
LF
2017
Lee Financial
Texas
$12.9M -$202K -1,276 -2%
CPA
2018
Clear Perspective Advisors
Illinois
$12.9M +$648K +4,101 +6%
MIM
2019
Morningstar Investment Management
Illinois
$12.9M +$11.5M +72,710 New
TWM
2020
Triton Wealth Management
Arizona
$12.9M -$357K -2,258 -3%
NWM
2021
Nicola Wealth Management
British Columbia, Canada
$12.9M +$474K +3,000 +4%
V
2022
VeraBank
Texas
$12.8M +$368K +2,330 +3%
T
2023
TCWP
Ohio
$12.8M +$11.4M +72,163 New
CCMINC
2024
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.8M -$28.9K -183 -0.3%
MFW
2025
Mosaic Family Wealth
Missouri
$12.8M -$198K -1,256 -2%
79 80
81
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