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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
2001
Signature Wealth Management Partners
New Jersey
$234K +$206K +400 New
TFA
2002
Teamwork Financial Advisors
Texas
$234K +$206K +400 New
IAA
2003
Ironsides Asset Advisors
North Carolina
$233K +$205K +398 New
SIMG
2004
Stephens Investment Management Group
Texas
$231K – – –
ANBT
2005
American National Bank & Trust
Texas
$230K +$193K +375 +2,083%
ESBC
2006
E.S. Barr & Co
Kentucky
$230K +$203K +393 New
LNWTC
2007
Laird Norton Wetherby Trust Company
Washington
$229K -$29.9K -58 -13%
AWM
2008
Adams Wealth Management
Utah
$229K +$202K +391 New
AIP
2009
Almanack Investment Partners
Pennsylvania
$229K +$202K +391 New
BSSFA
2010
Baron Silver Stevens Financial Advisors
Florida
$229K +$202K +391 New
CWC
2011
Carolinas Wealth Consulting
North Carolina
$228K -$515 -1 -0.3%
MFG
2012
Magnus Financial Group
New York
$227K +$199K +387 New
CIC
2013
Crawford Investment Counsel
Georgia
$227K +$200K +388 New
RPSA
2014
Richard P. Slaughter Associates
Texas
$225K +$198K +385 New
MWP
2015
Madison Wealth Partners
Wisconsin
$223K -$10.3K -20 -5%
FBFS
2016
First Business Financial Services
Wisconsin
$223K +$196K +380 New
FAM
2017
Flaharty Asset Management
Florida
$223K +$196K +380 New
CAWM
2018
Capital Advisors Wealth Management
Washington
$221K +$194K +377 New
MSS
2019
Mitchell Sinkler & Starr
Pennsylvania
$221K +$194K +377 New
MHIC
2020
Marble Harbor Investment Counsel
Massachusetts
$220K +$193K +375 New
VFM
2021
Vivid Financial Management
California
$220K +$193K +375 New
KLWA
2022
Kelly Lawrence W & Associates
California
$219K – – –
FM
2023
Family Management
New York
$218K +$192K +373 New
RC
2024
Rovin Capital
Arizona
$218K +$192K +373 New
HWM
2025
Holloway Wealth Management
Florida
$217K – – –
79 80
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