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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2001
Clearstead Trust
Maine
$123K +$42.1K +445 +52%
FWA
2002
Flagship Wealth Advisors
Massachusetts
$123K – – –
WB
2003
Webster Bank
Connecticut
$121K -$4.73K -50 -4%
MCI
2004
MRP Capital Investments
Georgia
$121K -$14.2K -150 -10%
BLC
2005
Brown, Lisle/Cummings
Rhode Island
$120K – – –
HWM
2006
Hemington Wealth Management
Virginia
$119K +$43.9K +464 +58%
GWP
2007
Gen-Wealth Partners
Michigan
$119K -$16.1K -170 -12%
BGA
2008
Battery Global Advisors
Massachusetts
$117K +$378 +4 +0.3%
CA
2009
Centerpoint Advisors
Massachusetts
$117K +$8.79K +93 +8%
SNB
2010
Security National Bank
Nebraska
$112K -$473 -5 -0.4%
MSG
2011
Main Street Group
Virginia
$112K -$378 -4 -0.3%
CIA
2012
Cape Investment Advisory
Georgia
$107K -$3.97K -42 -4%
HIA
2013
Harbor Investment Advisory
Maryland
$106K +$38.4K +406 +56%
HWA
2014
Heartwood Wealth Advisors
Virginia
$106K +$106K +1,117 New
M
2015
MOTCO
Texas
$105K – – –
FPB
2016
First PREMIER Bank
South Dakota
$105K – – –
MAFA
2017
MJT & Associates Financial Advisory
Minnesota
$103K – – –
OP
2018
ORG Partners
Indiana
$98.1K -$2.17K -23 -2%
CA
2019
Crewe Advisors
Utah
$97.5K +$3.97K +42 +4%
TIM
2020
Tortoise Investment Management
New York
$97.3K -$35.6K -377 -27%
DF
2021
DecisionPoint Financial
Arizona
$97K – – –
TWD
2022
True Wealth Design
Ohio
$96.8K -$14.2K -150 -13%
GIA
2023
GHP Investment Advisors
Colorado
$96.2K -$945 -10 -1%
ATC
2024
Advantage Trust Company
Kansas
$94.6K -$8.79K -93 -9%
ACA
2025
American Capital Advisory
Idaho
$94.6K -$473 -5 -0.5%
79 80
81
82 83