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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2001
JNBA Financial Advisors
Minnesota
$131K +$12.1K +128 +10%
JSAM
2002
J. Safra Asset Management
New York
$126K +$8.04K +85 +7%
CT
2003
Clearstead Trust
Maine
$123K +$42.1K +445 +52%
FWA
2004
Flagship Wealth Advisors
Massachusetts
$123K – – –
WB
2005
Webster Bank
Connecticut
$121K -$4.73K -50 -4%
MCI
2006
MRP Capital Investments
Georgia
$121K -$14.2K -150 -10%
BLC
2007
Brown, Lisle/Cummings
Rhode Island
$120K – – –
HWM
2008
Hemington Wealth Management
Virginia
$119K +$43.9K +464 +58%
GWP
2009
Gen-Wealth Partners
Michigan
$119K -$16.1K -170 -12%
BGA
2010
Battery Global Advisors
Massachusetts
$117K +$378 +4 +0.3%
CA
2011
Centerpoint Advisors
Massachusetts
$117K +$8.79K +93 +8%
SNB
2012
Security National Bank
Nebraska
$112K -$473 -5 -0.4%
MSG
2013
Main Street Group
Virginia
$112K -$378 -4 -0.3%
CIA
2014
Cape Investment Advisory
Georgia
$107K -$3.97K -42 -4%
HIA
2015
Harbor Investment Advisory
Maryland
$106K +$38.4K +406 +56%
HWA
2016
Heartwood Wealth Advisors
Virginia
$106K +$106K +1,117 New
M
2017
MOTCO
Texas
$105K – – –
FPB
2018
First PREMIER Bank
South Dakota
$105K – – –
MAFA
2019
MJT & Associates Financial Advisory
Minnesota
$103K – – –
OP
2020
ORG Partners
Indiana
$98.1K -$2.17K -23 -2%
CA
2021
Crewe Advisors
Utah
$97.5K +$3.97K +42 +4%
TIM
2022
Tortoise Investment Management
New York
$97.3K -$35.6K -377 -27%
DF
2023
DecisionPoint Financial
Arizona
$97K – – –
TWD
2024
True Wealth Design
Ohio
$96.8K -$14.2K -150 -13%
GIA
2025
GHP Investment Advisors
Colorado
$96.2K -$945 -10 -1%
79 80
81
82 83