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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
2001
Alpha Omega Wealth Management
Virginia
$16.5M -$65.1K -349 -0.4%
AGAM
2002
Avalon Global Asset Management
California
$16.5M +$74.6K +400 +0.5%
DDPIC
2003
Deroy & Devereaux Private Investment Counsel
Michigan
$16.5M -$1.74M -9,336 -11%
JHCP
2004
Jackson Hole Capital Partners
Oklahoma
$16.5M -$28.9K -155 -0.2%
HI
2005
Humankind Investments
New York
$16.5M -$1.72M -9,208 -11%
BFPW
2006
BOK Financial Private Wealth
Colorado
$16.4M -$320K -1,714 -2%
MPW
2007
Monterey Private Wealth
California
$16.4M -$53.5K -287 -0.4%
KWM
2008
Keebeck Wealth Management
Illinois
$16.4M -$378K -2,026 -3%
SGA
2009
Strategic Global Advisors
California
$16.4M +$278K +1,493 +2%
COCM
2010
Charter Oak Capital Management
New Hampshire
$16.4M -$319K -1,712 -2%
IEFM
2011
IQ EQ Fund Management
Ireland
$16.4M -$69.6K -373 -0.5%
HNW
2012
High Note Wealth
Minnesota
$16.4M +$200K +1,074 +1%
HI
2013
Hoey Investments
Pennsylvania
$16.4M -$1.57M -8,408 -10%
PAS
2014
Professional Advisory Services
Florida
$16.4M -$535K -2,867 -4%
SICM
2015
Sustainable Insight Capital Management
New York
$16.4M +$2.67M +14,300 +23%
LD
2016
Lipe & Dalton
New York
$16.4M -$593K -3,181 -4%
RCYC
2017
Richard C. Young & Co
Rhode Island
$16.4M +$12M +64,100 +469%
DWP
2018
Destiny Wealth Partners
Florida
$16.4M +$895K +4,801 +7%
RW
2019
Rockport Wealth
Ohio
$16.3M +$13.3M +71,141 +1,119%
RCA
2020
Resonant Capital Advisors
Wisconsin
$16.3M +$525K +2,814 +4%
LSCM
2021
Light Street Capital Management
California
$16.3M +$14.4M +77,459 New
MP
2022
McDonald Partners
Ohio
$16.3M +$552K +2,959 +4%
AWM
2023
Aviso Wealth Management
Washington
$16.3M -$144K -772 -1%
CA
2024
Crewe Advisors
Utah
$16.3M -$132K -706 -0.9%
CC
2025
Capital Counsel
New York
$16.3M -$58.7K -315 -0.4%
79 80
81
82 83