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Advanced Micro Devices
AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
2001
Smith, Moore & Co
Missouri
$248K -$9.5K -66 -3%
APG
2002
Abacus Planning Group
South Carolina
$248K -$30.1K -209 -9%
EBT
2003
Enterprise Bank & Trust
Massachusetts
$248K +$295K +2,053 New
TW
2004
TritonPoint Wealth
Maryland
$247K -$62.3K -433 -17%
WWM
2005
WJ Wealth Management
Arizona
$247K -$242K -1,680 -45%
EFG
2006
Ethos Financial Group
Pennsylvania
$247K +$79.1K +550 +37%
NB
2007
NBT Bank
New York
$246K +$23.7K +165 +9%
UWM
2008
USAdvisors Wealth Management
Minnesota
$246K +$294K +2,044 New
ECM
2009
Estabrook Capital Management
New York
$246K – – –
TW
2010
Traveka Wealth
California
$245K -$106K -735 -27%
TI
2011
TTP Investments
California
$244K -$2.65M -18,427 -90%
DWA
2012
Douglass Winthrop Advisors
New York
$244K -$21.6K -150 -7%
AIS
2013
American Investment Services
Massachusetts
$244K -$144 -1 -0%
GWM
2014
GK Wealth Management
Nevada
$244K +$290K +2,018 New
CWA
2015
Clarity Wealth Advisors
California
$243K -$12.1K -84 -4%
OHIS
2016
Oak Harvest Investment Services
Texas
$242K -$968K -6,728 -77%
RFP
2017
Roth Financial Partners
Texas
$242K – – –
KFP
2018
Keener Financial Planning
Texas
$241K – – –
AA
2019
Auxano Advisors
Washington
$240K +$64.9K +451 +29%
RDWM
2020
Red Door Wealth Management
Tennessee
$240K +$99.1K +689 +53%
PSF
2021
Pacific Sun Financial
California
$240K +$38.9K +270 +16%
SHIM
2022
Stone House Investment Management
Pennsylvania
$240K +$8.92K +62 +3%
AP
2023
Appleton Partners
Massachusetts
$239K +$285K +1,982 New
BW
2024
BIP Wealth
Georgia
$238K +$58.6K +407 +26%
AB
2025
Atlas Brown
Kentucky
$238K +$28.1K +195 +11%
79 80
81
82 83