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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2001
SFE Investment Counsel
California
$274K +$3.34K +15 +1%
T
2002
TrustBank
Illinois
$274K +$6.23K +28 +2%
MWM
2003
Moran Wealth Management
Florida
$274K +$281K +1,265 New
CNBOF
2004
City National Bank of Florida
Florida
$274K +$281K +1,264 New
GPA
2005
Garrison Point Advisors
California
$273K +$40K +180 +17%
SEM
2006
Strategic Equity Management
Arizona
$272K -$101K -454 -27%
VAG
2007
VisionPoint Advisory Group
Texas
$272K -$11.3K -51 -4%
OWA
2008
Opal Wealth Advisors
New York
$272K +$445 +2 +0.2%
LBC
2009
Leigh Baldwin & Co
New York
$272K -$3.34K -15 -1%
KIC
2010
Kensington Investment Counsel
California
$272K – – –
SWP
2011
Summit Wealth Partners
Florida
$271K – – –
TCM
2012
Telos Capital Management
California
$271K -$15.4K -69 -5%
AA
2013
Argent Advisors
Louisiana
$271K -$8.01K -36 -3%
SHF
2014
Stage Harbor Financial
Massachusetts
$271K – – –
PCM
2015
Poehling Capital Management
Wisconsin
$271K +$278K +1,251 New
CFD
2016
Creative Financial Designs
Indiana
$271K -$74.5K -335 -21%
FCB
2017
First County Bank
Connecticut
$271K – – –
MFAM
2018
Motley Fool Asset Management
Virginia
$271K +$278K +1,250 New
EWP
2019
Elevation Wealth Partners
California
$270K +$196K +879 +238%
CWS
2020
Cypress Wealth Services
California
$270K +$9.34K +42 +3%
MBWA
2021
Marin Bay Wealth Advisors
California
$270K -$6.07M -27,287 -96%
EMAM
2022
Encompass More Asset Management
California
$269K -$20K -90 -7%
PNFS
2023
PW Nova Financial Services
Pennsylvania
$269K -$18.5K -83 -6%
CFO
2024
CVA Family Office
Colorado
$269K +$890 +4 +0.3%
CCM
2025
Crabel Capital Management
California
$268K -$298K -1,341 -52%
79 80
81
82 83