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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
2001
High Net Worth Advisory Group
Florida
$629K – – –
MCM
2002
Maple Capital Management
Vermont
$629K -$37.8K -778 -6%
PCMC
2003
Paragon Capital Management (Colorado)
Colorado
$629K +$730 +15 +0.1%
ATIA
2004
American Trust Investment Advisors
New Hampshire
$627K +$573K +11,788 New
MAM
2005
MMA Asset Management
Pennsylvania
$626K +$279K +5,736 +96%
PMG
2006
ProVise Management Group
Florida
$626K +$74.5K +1,531 +15%
BCP
2007
Blue Chip Partners
Michigan
$624K -$184K -3,793 -24%
PFA
2008
Pure Financial Advisors
California
$623K +$31.4K +645 +6%
KCIC
2009
Kuhn & Co Investment Counsel
Illinois
$623K +$1.99K +41 +0.4%
WWM
2010
Waterway Wealth Management
Texas
$622K +$76.7K +1,578 +16%
FFG
2011
Fiduciary Financial Group
California
$622K +$40.7K +836 +8%
SPIO
2012
Seven Post Investment Office
California
$621K – – –
CG
2013
Clifford Group
Massachusetts
$621K -$80.2K -1,650 -12%
LIA
2014
LBMC Investment Advisors
Tennessee
$620K +$340 +7 +0.1%
HCMG
2015
Howard Capital Management Group
California
$620K -$73K -1,500 -11%
MC
2016
Machina Capital
France
$618K -$710K -14,608 -56%
BAM
2017
BOS Asset Management
Illinois
$618K +$778 +16 +0.1%
IRC
2018
Investors Research Corp
Georgia
$617K – – –
MU
2019
Mirova US
Massachusetts
$616K +$563K +11,579 New
WMA
2020
Wealth Management Associates
New Jersey
$615K – – –
OWA
2021
One Wealth Advisors
California
$615K -$7.2K -148 -1%
AIA
2022
Alera Investment Advisors
Illinois
$612K +$7.98K +164 +1%
SPW
2023
Sonoma Private Wealth
California
$612K -$681 -14 -0.1%
SAM
2024
SignalPoint Asset Management
Missouri
$612K +$2.19K +45 +0.4%
CFFP
2025
Center for Financial Planning
Michigan
$611K -$900K -18,501 -62%
79 80
81
82 83