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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
2001
JFS Wealth Advisors
Pennsylvania
$392K -$15.8K -41 -4%
RYIA
2002
Roehl & Yi Investment Advisors
Oregon
$391K +$390K +1,011 New
WWC
2003
Waypoint Wealth Counsel
Georgia
$391K +$172K +447 +79%
PHIC
2004
Pine Haven Investment Counsel
Massachusetts
$391K +$1.93K +5 +0.5%
TPW
2005
Transatlantique Private Wealth
New York
$389K -$379K -984 -49%
DWA
2006
Douglass Winthrop Advisors
New York
$387K -$2.31K -6 -0.6%
PI
2007
Parkside Investments
Illinois
$387K -$385K -1,000 -50%
CI
2008
Corient IA
Florida
$387K – – –
HP
2009
Highlander Partners
Texas
$387K – – –
CCM
2010
Campbell Capital Management
Florida
$387K +$385K +1,000 New
VC
2011
Veracity Capital
Georgia
$386K -$42.8K -111 -10%
SRC
2012
Shufro Rose & Co
New York
$384K – – –
BB
2013
Berkshire Bank
Massachusetts
$383K -$111K -287 -22%
VWA
2014
Visionary Wealth Advisors
Illinois
$382K -$55.9K -145 -13%
YDMI
2015
Y.D. More Investments
Israel
$379K -$825K -2,142 -69%
VWM
2016
Venturi Wealth Management
Texas
$379K -$237K -616 -39%
EC
2017
EntryPoint Capital
New York
$376K -$14.3K -37 -4%
CAC
2018
Certified Advisory Corp
Florida
$376K +$19.3K +50 +5%
JCM
2019
Jacobsen Capital Management
Utah
$374K -$6.17K -16 -2%
HBW
2020
Hazlett, Burt & Watson
West Virginia
$373K -$162K -420 -30%
BOC
2021
Bull Oak Capital
California
$371K – – –
DFA
2022
Delta Financial Advisors
Louisiana
$371K +$3.85K +10 +1%
RWPA
2023
Richard W. Paul & Associates
Michigan
$371K +$105K +272 +40%
FBT
2024
First Bank & Trust
South Dakota
$369K -$621K -1,611 -63%
WC
2025
Woodstock Corp
Massachusetts
$369K -$21.2K -55 -5%
79 80
81
82 83