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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMA
2001
Ables Iannone Moore & Associates
Georgia
$1.99M – – –
CWM
2002
Centurion Wealth Management
Virginia
$1.99M +$246K +248 +14%
PWM
2003
Pines Wealth Management
North Carolina
$1.99M +$80.5K +81 +4%
RA
2004
RiverPark Advisors
New York
$1.98M -$151K -152 -7%
PWAM
2005
Pinnacle West Asset Management
Wyoming
$1.98M – – –
DI
2006
Disciplined Investors
Texas
$1.98M – – –
PMG
2007
Private Management Group
California
$1.97M +$1.01M +1,018 +104%
LAM
2008
L2 Asset Management
Massachusetts
$1.97M +$99.4K +100 +5%
FCM
2009
Fortis Capital Management
Washington
$1.97M +$496K +499 +33%
MFG
2010
MidWestOne Financial Group
Iowa
$1.97M +$26.8K +27 +1%
BI
2011
Bolthouse Investments
California
$1.97M – – –
CFO
2012
CVA Family Office
Colorado
$1.97M -$6.96K -7 -0.4%
PFT
2013
Providence First Trust
Arizona
$1.96M – – –
TWP
2014
Tempus Wealth Planning
California
$1.96M +$79.5K +80 +4%
NWMG
2015
Nicholson Wealth Management Group
South Carolina
$1.96M +$91.4K +92 +5%
SCA
2016
St. Clair Advisors
Ohio
$1.96M – – –
LCM
2017
LCM Capital Management
Illinois
$1.95M +$13.9K +14 +0.7%
BWS
2018
Broadway Wealth Solutions
Texas
$1.95M +$364K +366 +23%
LWA
2019
Lineweaver Wealth Advisors
Ohio
$1.94M +$59.6K +60 +3%
CA
2020
Claro Advisors
Massachusetts
$1.94M -$768K -773 -28%
FMLI
2021
Fukoku Mutual Life Insurance
Japan
$1.94M -$69.6K -70 -3%
CB
2022
Centennial Bank
Arkansas
$1.94M – – –
MHIC
2023
Marble Harbor Investment Counsel
Massachusetts
$1.93M -$134K -135 -6%
PWA
2024
Physician Wealth Advisors
Utah
$1.93M +$126K +127 +7%
SFC
2025
SYM Financial Corp
Indiana
$1.93M +$155K +156 +9%
79 80
81
82 83