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Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
2001
Summit Wealth Group
Vermont
$230K – – –
WA
2002
WBH Advisory
Maryland
$229K -$5.81K -49 -2%
IIA
2003
IPG Investment Advisors
California
$229K -$19.6K -165 -7%
TAM
2004
Townsend Asset Management
North Carolina
$229K +$18.4K +155 +8%
SAM
2005
Summit Asset Management
Tennessee
$229K +$2.02K +17 +0.8%
TWM
2006
Tripletail Wealth Management
Florida
$229K +$11.9K +100 +5%
LJAC
2007
L.J. Altfest & Co
New York
$228K -$356 -3 -0.1%
BWM
2008
Baron Wealth Management
Michigan
$228K -$51.2K -432 -16%
CC
2009
Centiva Capital
New York
$227K +$254K +2,143 +5,495%
GPI
2010
General Partner Inc
Pennsylvania
$227K – – –
LIM
2011
Loudon Investment Management
New Hampshire
$227K – – –
MFWP
2012
Mosaic Family Wealth Partners
Missouri
$226K +$258K +2,178 New
4WM
2013
49 Wealth Management
Texas
$226K -$1.05M -8,822 -80%
A
2014
Alongside
Texas
$226K +$258K +2,174 New
VNA
2015
Valley National Advisers
Pennsylvania
$226K +$74.2K +626 +41%
LC
2016
Lincoln Capital
Nebraska
$225K – – –
XWL
2017
XXI Wealth LLC
Illinois
$225K -$5.33K -45 -2%
NC
2018
North Capital
Utah
$225K -$6.4K -54 -2%
MI
2019
Markowski Investments
Florida
$224K +$256K +2,157 New
MCM
2020
Monument Capital Management
Virginia
$224K +$255K +2,153 New
WFMPM
2021
Woodley Farra Manion Portfolio Management
Indiana
$224K -$2.85K -24 -1%
PBO
2022
Peoples Bank (Ohio)
Ohio
$224K -$10.7K -90 -4%
LWM
2023
LongView Wealth Management
Georgia
$223K -$5.45K -46 -2%
NMCM
2024
Nicholson Meyer Capital Management
Missouri
$223K – – –
AGA
2025
Arch Global Advisors
New York
$223K +$28.7K +242 +13%
79 80
81
82 83