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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2001
Kennedy Investment Group
New Jersey
$12.8M +$1.45M +7,995 +12%
BDA
2002
Borer Denton & Associates
Pennsylvania
$12.8M +$107K +591 +0.8%
TCOTS
2003
Trust Company of the South
North Carolina
$12.8M +$13.5M +74,355 New
LWP
2004
LMG Wealth Partners
Louisiana
$12.7M -$227K -1,247 -2%
NB
2005
Nicolet Bankshares
Wisconsin
$12.7M -$94.2K -518 -0.7%
CBB
2006
Citizens Business Bank
California
$12.7M -$322K -1,772 -2%
WAS
2007
Wealth Advisory Solutions
Indiana
$12.7M -$456K -2,507 -3%
MIM
2008
Moseley Investment Management
Florida
$12.7M -$217K -1,196 -2%
CWM
2009
Centric Wealth Management
Illinois
$12.7M +$331K +1,820 +3%
AGC
2010
Aspen Grove Capital
Colorado
$12.7M +$300K +1,651 +2%
IBOK
2011
Independence Bank of Kentucky
Kentucky
$12.7M +$1.69M +9,297 +14%
GGHC
2012
Gilder Gagnon Howe & Co
New York
$12.7M -$5.21M -28,658 -28%
LFA
2013
Legacy Financial Advisors
Kentucky
$12.6M -$268K -1,473 -2%
CRI
2014
Colonial River Investments
Virginia
$12.6M +$3.8M +20,907 +40%
FNBOMD
2015
First National Bank of Mount Dora
Florida
$12.6M +$275K +1,512 +2%
RC
2016
RBO & Co
California
$12.6M -$1.09K -6 -0%
LF
2017
Lee Financial
Texas
$12.6M +$173K +949 +1%
EFG
2018
Everhart Financial Group
Ohio
$12.6M +$1.53M +8,437 +13%
MCM
2019
McDonough Capital Management
Florida
$12.6M +$381K +2,098 +3%
IFS
2020
Ifrah Financial Services
Arkansas
$12.6M -$313K -1,719 -2%
SC
2021
Sierra Capital
Florida
$12.5M -$365K -2,009 -3%
HCC
2022
Hirtle Callaghan & Co
Pennsylvania
$12.5M -$121K -666 -0.9%
DWMS
2023
Dominguez Wealth Management Solutions
Virginia
$12.5M -$16K -88 -0.1%
DWP
2024
Destiny Wealth Partners
Florida
$12.5M -$666K -3,662 -5%
KA
2025
KLCM Advisors
Wisconsin
$12.5M +$431K +2,373 +3%
79 80
81
82 83