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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2001
Legacy Bridge
Iowa
$290K -$46.2K -440 -13%
PCMC
2002
Paragon Capital Management (Colorado)
Colorado
$290K -$24.7K -235 -8%
CCG
2003
Chatham Capital Group
Georgia
$290K -$7.88K -75 -3%
BCMO
2004
Buckingham Capital Management (Ohio)
Ohio
$288K -$794K -7,554 -73%
FIBT
2005
First International Bank & Trust
North Dakota
$288K -$91.6K -872 -23%
CNWM
2006
Clay Northam Wealth Management
California
$288K -$5.25K -50 -2%
SIM
2007
SSI Investment Management
California
$287K -$2.84K -27 -0.9%
WMA
2008
West Michigan Advisors
Michigan
$287K +$46.2K +440 +18%
CFO
2009
CVA Family Office
Colorado
$287K +$79.8K +760 +37%
W
2010
WealthOne
New York
$287K +$298K +2,837 New
AA
2011
Argent Advisors
Louisiana
$286K -$47.3K -450 -14%
AL
2012
Aspiriant LLC
California
$286K +$74.4K +708 +34%
MCM
2013
McRae Capital Management
New Jersey
$285K – – –
TCMP
2014
Thrive Capital Management (Pennsylvania)
Pennsylvania
$283K -$735K -6,999 -71%
IAG
2015
Investment Advisory Group
Massachusetts
$283K – – –
SGCA
2016
Steel Grove Capital Advisors
Tennessee
$283K – – –
WIC
2017
Woodmont Investment Counsel
Tennessee
$283K +$6.51K +62 +2%
RWP
2018
RWA Wealth Partners
Massachusetts
$282K +$43.7K +416 +18%
RE
2019
RBC Europe
United Kingdom
$281K – – –
JPLA
2020
Joseph P. Lucia & Associates
New York
$280K -$196K -1,862 -40%
AWA
2021
AmeriServ Wealth Advisors
Pennsylvania
$280K -$63K -600 -18%
CCP
2022
Carmel Capital Partners
California
$279K -$3.36K -32 -1%
ACP
2023
Aveo Capital Partners
Colorado
$278K -$12.1K -115 -4%
VA
2024
Valmark Advisers
Ohio
$278K -$5.88K -56 -2%
ES
2025
ETF Store
Kansas
$278K – – –
79 80
81
82 83