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Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
2001
WCG Wealth Advisors
Nevada
$738K +$130K +2,659 +23%
CB
2002
Centennial Bank
Arkansas
$737K -$293K -5,990 -30%
PVI
2003
Pine Valley Investments
New Jersey
$736K +$1.33M +27,201 New
AAM
2004
Aureus Asset Management
Massachusetts
$736K -$509K -10,416 -43%
ICM
2005
IMS Capital Management
Oregon
$735K +$257K +5,257 +60%
DCM
2006
Dupont Capital Management
Delaware
$733K -$2.56M -52,469 -79%
PTC
2007
Philadelphia Trust Company
Pennsylvania
$732K – – –
AT
2008
American Trust
Kentucky
$732K +$11K +225 +2%
HCMG
2009
Howard Capital Management Group
California
$731K – – –
HNWAG
2010
High Net Worth Advisory Group
Florida
$731K – – –
BWM
2011
Baystate Wealth Management
Massachusetts
$731K +$6.06K +124 +0.9%
APC
2012
Aspire Private Capital
North Carolina
$730K +$5.71K +117 +0.8%
AAMC
2013
Asset Allocation & Management Company
Illinois
$729K – – –
WAS
2014
Wealth Advisory Solutions
Indiana
$726K -$41.3K -846 -6%
CGFA
2015
Colton Groome Financial Advisors
North Carolina
$726K +$204K +4,171 +43%
FCM
2016
Fourpath Capital Management
Oklahoma
$726K -$20.1K -412 -3%
BWAM
2017
Boyd Watterson Asset Management
Ohio
$726K -$85.1K -1,743 -11%
AC
2018
Allstate Corporation
Illinois
$726K -$6.75M -138,300 -91%
FWA
2019
FSM Wealth Advisors
Ohio
$726K -$8.94K -183 -1%
AIA
2020
Angeles Investment Advisors
California
$722K +$329K +6,746 +95%
CPIG
2021
Chicago Partners Investment Group
Illinois
$722K +$24.2K +496 +3%
STAS
2022
Strong Tower Advisory Services
Minnesota
$722K +$35.4K +725 +6%
RG
2023
Rathbones Group
United Kingdom
$721K -$28.4K -582 -4%
EWA
2024
EverSource Wealth Advisors
Alabama
$717K -$15.1K -310 -2%
VCM
2025
Vivaldi Capital Management
Illinois
$714K -$91K -1,863 -12%
79 80
81
82 83