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Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
2001
Autumn Glory Partners
Texas
$790K -$1.04M -18,213 -58%
CH
2002
Cromwell Holdings
Wyoming
$789K +$1.89K +33 +0.2%
CHAM
2003
Clear Harbor Asset Management
Connecticut
$787K +$79.1K +1,385 +12%
BBA
2004
Baader Bank Aktiengesellschaft
Germany
$784K +$757K +13,250 New
MMHP
2005
Murphy Middleton Hinkle & Parker
Georgia
$784K -$35.1K -615 -4%
HPBT
2006
Hickory Point Bank & Trust
Illinois
$784K +$756K +13,243 New
WCM
2007
Whitener Capital Management
North Carolina
$782K -$6.28K -110 -0.8%
MCA
2008
Martin Capital Advisors
Texas
$780K +$18.1K +317 +2%
EPAM
2009
Evelyn Partners Asset Management
$779K +$751K +13,157 New
SWIG
2010
Strategic Wealth Investment Group
Kentucky
$776K -$274K -4,796 -27%
RC
2011
Roundview Capital
New Jersey
$775K +$7.03K +123 +0.9%
LA
2012
LexAurum Advisors
Kansas
$774K -$31.3K -548 -4%
RCI
2013
RS Crum Inc
California
$774K – – –
OWA
2014
Outlook Wealth Advisors
Texas
$774K +$747K +13,071 New
AA
2015
Alta Advisers
United Kingdom
$773K +$129K +2,259 +21%
WWC
2016
Waypoint Wealth Counsel
Georgia
$773K +$12.2K +214 +2%
BOPW
2017
Brandywine Oak Private Wealth
Pennsylvania
$773K +$22.5K +394 +3%
CSI
2018
Cross Staff Investments
New York
$772K +$343 +6 +0%
YLHM
2019
Yelin Lapidot Holdings Management
Israel
$771K – – –
CCFCSB
2020
Cape Cod Five Cents Savings Bank
Massachusetts
$770K – – –
GS
2021
GWN Securities
Florida
$769K +$708K +12,388 New
APA
2022
Astoria Portfolio Advisors
New York
$768K +$35.6K +623 +5%
LCWP
2023
Legacy Capital Wealth Partners
Arkansas
$766K -$773K -13,528 -51%
MWS
2024
MFA Wealth Services
California
$764K +$737K +12,906 New
SCM
2025
Stevens Capital Management
Pennsylvania
$764K +$737K +12,898 New
79 80
81
82 83