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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFD
2001
Boit C.F. David
$135K – – –
CWM
2002
CarsonAllaria Wealth Management
Illinois
$134K -$28.3K -314 -17%
PP
2003
Pacifica Partners
Canada
$133K – – –
IWM
2004
IMG Wealth Management
Florida
$133K +$134K +1,486 New
TTIC
2005
Tower Trust & Investment Company
Iowa
$131K +$106K +1,182 +428%
FFO
2006
Fortitude Family Office
Arizona
$128K -$8.55K -95 -6%
GWP
2007
Gen-Wealth Partners
Michigan
$128K -$3.42K -38 -3%
WAS
2008
Winch Advisory Services
Wisconsin
$127K +$990 +11 +0.8%
TIM
2009
Tortoise Investment Management
New York
$126K -$32.4K -360 -20%
JFGIW
2010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K -$673K -7,475 -84%
ZBNA
2011
Zions Bancorporation, National Association
Utah
$122K -$149K -1,653 -55%
LFA
2012
Livelsberger Financial Advisory
Ohio
$120K +$120K +1,337 New
WB
2013
Webster Bank
Connecticut
$120K -$6.93K -77 -5%
CFFP
2014
Center for Financial Planning
Michigan
$120K +$46.4K +516 +63%
BGAI
2015
Bruce G. Allen Investments
Colorado
$118K -$6.12K -68 -5%
CTC
2016
Cetera Trust Company
Minnesota
$117K +$29.4K +327 +34%
FWA
2017
Flagship Wealth Advisors
Massachusetts
$117K – – –
JWA
2018
JFS Wealth Advisors
Pennsylvania
$116K -$31.3K -348 -21%
PFG
2019
Putney Financial Group
California
$114K -$36K -400 -24%
BLC
2020
Brown, Lisle/Cummings
Rhode Island
$113K – – –
AG
2021
AmeriFlex Group
Nevada
$113K -$29.2K -324 -21%
JFA
2022
JNBA Financial Advisors
Minnesota
$113K -$2.7K -30 -2%
JSAM
2023
J. Safra Asset Management
New York
$112K – – –
BGA
2024
Battery Global Advisors
Massachusetts
$111K +$360 +4 +0.3%
SNB
2025
Security National Bank
Nebraska
$107K – – –
79 80
81
82 83