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Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
2001
Mizuho Markets Americas
New York
$14M -$1.01M -5,494 -7%
BA
2002
Baugh & Associates
Georgia
$14M -$249K -1,346 -2%
MF
2003
Manchester Financial
California
$14M -$278K -1,503 -2%
WAM
2004
Weiss Asset Management
Massachusetts
$13.9M +$13.4M +72,425 New
GWM
2005
GDS Wealth Management
Texas
$13.9M +$1.59M +8,599 +13%
DWP
2006
Destiny Wealth Partners
Florida
$13.9M -$20.1K -109 -0.1%
PAS
2007
Professional Advisory Services
Florida
$13.9M -$77.9K -422 -0.6%
APW
2008
Austin Private Wealth
Texas
$13.9M +$698K +3,778 +6%
FNBOMD
2009
First National Bank of Mount Dora
Florida
$13.9M -$150K -814 -1%
KA
2010
Kercheville Advisors
Texas
$13.9M -$201K -1,089 -1%
FTWA
2011
Fifth Third Wealth Advisors
Ohio
$13.9M +$1.69M +9,146 +15%
TPA
2012
Trivium Point Advisory
Connecticut
$13.9M +$39.1K +212 +0.3%
UHC
2013
Union Heritage Capital
Michigan
$13.9M – – –
QCIG
2014
Quad-Cities Investment Group
Iowa
$13.8M -$456K -2,467 -3%
MCM
2015
Morton Capital Management
California
$13.8M -$155K -840 -1%
RCA
2016
Resonant Capital Advisors
Wisconsin
$13.8M -$278K -1,503 -2%
BCM
2017
Birch Capital Management
Texas
$13.8M -$22.5K -122 -0.2%
SPS
2018
Susquehanna Portfolio Strategies
Pennsylvania
$13.8M +$13.2M +71,500 New
LCM
2019
Lattice Capital Management
Washington
$13.8M +$314K +1,700 +2%
NPT
2020
National Philanthropic Trust
Pennsylvania
$13.7M +$13.2M +71,348 New
MTWM
2021
Masso Torrence Wealth Management
New Jersey
$13.7M -$255K -1,381 -2%
MCM
2022
McDonough Capital Management
Florida
$13.7M -$102K -553 -0.8%
SF
2023
Symphony Financial
Texas
$13.7M +$12.3M +66,481 +826%
DBIA
2024
Dumont & Blake Investment Advisors
New Jersey
$13.7M -$316K -1,712 -2%
CWM
2025
Centric Wealth Management
Illinois
$13.7M +$768K +4,157 +6%
79 80
81
82 83