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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
2001
Ridgewood Investments
New Jersey
$756K -$24.6K -501 -3%
AI
2002
ArchPoint Investors
Florida
$754K – – –
LK
2003
Lumbard & Kellner
New Hampshire
$753K +$1.92K +39 +0.3%
CCM
2004
Chilton Capital Management
Texas
$752K +$19.8K +402 +3%
BV
2005
Boxwood Ventures
Illinois
$752K – – –
FHC
2006
Forest Hill Capital
Arkansas
$752K – – –
VFA
2007
Voya Financial Advisors
Connecticut
$752K +$12.4K +252 +2%
UCMOK
2008
United Capital Management of KS
Kansas
$751K +$714K +14,507 New
JAFL
2009
Jay A. Fishman Ltd
Michigan
$750K -$4.92K -100 -0.7%
HI
2010
Human Investing
Oregon
$750K +$140K +2,837 +24%
SQA
2011
Simon Quick Advisors
New Jersey
$750K +$43.4K +883 +6%
GEA
2012
Glen Eagle Advisors
New Jersey
$749K +$58.4K +1,188 +9%
CPA
2013
Capital Planning Advisors
California
$749K -$19.6K -399 -3%
PP
2014
Patron Partners
Texas
$747K +$40.4K +821 +6%
HC
2015
Hamilton Capital
Ohio
$746K +$45.4K +924 +7%
BOPW
2016
Brandywine Oak Private Wealth
Pennsylvania
$746K -$49.9K -1,015 -7%
SLT
2017
St Louis Trust
Missouri
$745K – – –
VC
2018
Vicus Capital
Pennsylvania
$739K +$113K +2,307 +19%
TL
2019
Tradewinds LLC
North Carolina
$739K -$11.1K -226 -2%
LMKC
2020
L.M. Kohn & Company
Ohio
$738K +$46.4K +943 +7%
HIM
2021
Hillsdale Investment Management
Ontario, Canada
$738K +$46.7K +950 +7%
KWM
2022
Kolinsky Wealth Management
New Jersey
$736K +$58.9K +1,198 +9%
TNA
2023
True North Advisors
Texas
$736K -$311K -6,328 -31%
OFG
2024
Oxford Financial Group
Indiana
$736K +$352K +7,166 +102%
T
2025
TRUADVICE
Florida
$735K +$8.56K +174 +1%
79 80
81
82 83