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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2001
Argos Wealth Advisors
California
$19.7M +$19.3M +71,902 New
UWM
2002
Udine Wealth Management
Florida
$19.7M +$497K +1,852 +3%
DWMS
2003
Dominguez Wealth Management Solutions
Virginia
$19.7M -$177K -661 -0.9%
AA
2004
Armis Advisers
Georgia
$19.7M -$5.94M -22,114 -22%
BONH
2005
Bank of New Hampshire
New Hampshire
$19.6M +$274K +1,022 +1%
AB
2006
Atlas Brown
Kentucky
$19.6M -$725K -2,699 -4%
MWM
2007
Mattern Wealth Management
Kansas
$19.6M -$258K -962 -1%
FLII
2008
First Long Island Investors
New York
$19.6M -$2.27M -8,470 -11%
TAA
2009
TB Alternative Assets
Cayman Islands
$19.6M +$19.3M +72,024 New
AIP
2010
Arrowpoint Investment Partners
Singapore
$19.6M +$19.3M +72,000 New
KIG
2011
Kennedy Investment Group
New Jersey
$19.6M +$385K +1,435 +2%
WAS
2012
WESPAC Advisors SoCal
California
$19.5M +$932K +3,471 +5%
DWP
2013
Destiny Wealth Partners
Florida
$19.5M -$3.08M -11,455 -13%
WA
2014
WBH Advisory
Maryland
$19.5M -$2.15K -8 -0%
FCM
2015
Fortis Capital Management
Washington
$19.5M +$253K +942 +1%
BB
2016
Burford Brothers
Texas
$19.5M +$67.9K +253 +0.4%
DBIA
2017
Dumont & Blake Investment Advisors
New Jersey
$19.5M +$689K +2,565 +4%
SIC
2018
SJS Investment Consulting
Ohio
$19.4M +$2.49M +9,282 +15%
V
2019
VeraBank
Texas
$19.4M -$151K -561 -0.8%
AF
2020
Arrow Financial
New York
$19.4M -$172K -642 -0.9%
BONST
2021
Bank of Nova Scotia Trust
Ontario, Canada
$19.4M +$539K +2,007 +3%
MA
2022
MSA Advisors
California
$19.3M +$2.98M +11,119 +19%
KAS
2023
Kemnay Advisory Services
New York
$19.3M -$728K -2,713 -4%
MIM
2024
Moseley Investment Management
Florida
$19.3M -$573K -2,133 -3%
IDA
2025
Intelligence Driven Advisers
California
$19.3M -$711K -2,647 -4%
79 80
81
82 83