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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
2001
Hexagon Capital Partners
Arkansas
$771K -$39.1K -691 -5%
RCM
2002
RB Capital Management
Nevada
$770K +$39.2K +692 +5%
LA
2003
Latitude Advisors
Florida
$765K +$310K +5,479 +66%
APC
2004
Aspire Private Capital
North Carolina
$762K +$691K +12,214 +845%
MC
2005
Machina Capital
France
$762K +$773K +13,659 New
LWM
2006
Ledge Wealth Management
Minnesota
$759K +$770K +13,610 New
WCF
2007
West Coast Financial
California
$758K -$340 -6 -0%
EA
2008
Emerald Advisors
Washington
$758K +$27.2K +481 +4%
CG
2009
Carmignac Gestion
France
$755K +$230K +4,071 +43%
KIG
2010
Kowal Investment Group
Wisconsin
$753K +$191K +3,378 +33%
TPWA
2011
TRUE Private Wealth Advisors
Oregon
$752K -$40.3K -712 -5%
CCG
2012
Coastwise Capital Group
California
$749K +$760K +13,425 New
IWA
2013
Intercontinental Wealth Advisors
Texas
$748K -$121K -2,131 -14%
NL
2014
Navalign LLC
California
$748K +$4.64K +82 +0.5%
GDP
2015
Great Diamond Partners
Maine
$747K -$375K -6,627 -33%
KFS
2016
Kurt F. Somerville
$746K -$21.8K -385 -3%
IBOK
2017
Independence Bank of Kentucky
Kentucky
$746K +$138K +2,437 +22%
HCM
2018
Highview Capital Management
Illinois
$746K +$335K +5,917 +79%
MA
2019
MCF Advisors
Kentucky
$744K +$755K +13,338 New
AFS
2020
Annapolis Financial Services
Maryland
$743K -$4.41K -78 -0.6%
VCM
2021
Vigilant Capital Management
Maine
$743K +$41.4K +731 +6%
BBL
2022
Beck Bode LLC
Massachusetts
$742K +$206K +3,635 +38%
BFA
2023
Bill Few Associates
Pennsylvania
$741K +$7.3K +129 +1%
IIM
2024
Ironwood Investment Management
Massachusetts
$740K +$57 +1 +0%
AIM
2025
Athena Investment Management
California
$740K +$749K +13,229 New
79 80
81
82 83