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Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
2001
ICA Group Wealth Management
Colorado
$125K -$54.4K -765 -30%
SOAMC
2002
Spirit of America Management Corp
New York
$125K -$313K -4,400 -71%
HB
2003
Horizon Bancorp
Indiana
$125K +$108K +1,524 +527%
TCWA
2004
Ten Capital Wealth Advisors
Washington
$123K +$9.82K +138 +8%
PWMG
2005
Prestige Wealth Management Group
New Jersey
$123K -$264K -3,706 -68%
SFFS
2006
Stonehage Fleming Financial Services
Jersey
$123K – – –
WTA
2007
Washington Trust Advisors
Massachusetts
$121K -$23.8K -335 -16%
MIM
2008
Meridiem Investment Management
United Kingdom
$119K -$23.8K -335 -16%
WOC
2009
West Oak Capital
California
$117K – – –
SFM
2010
Systematic Financial Management
New Jersey
$117K – – –
GFA
2011
Gifford Fong Associates
California
$116K – – –
CT
2012
Clearstead Trust
Maine
$114K -$4.98K -70 -4%
CTA
2013
Colonial Trust Advisors
South Carolina
$112K -$6.9K -97 -6%
MWM
2014
Mascoma Wealth Management
New Hampshire
$110K -$2.35K -33 -2%
AP
2015
Arlington Partners
Alabama
$109K -$46.7K -656 -29%
LFASL
2016
Lugano Financial Advisors SA (LFA)
Switzerland
$107K +$4.06K +57 +4%
TCA
2017
Trifecta Capital Advisors
Illinois
$107K +$783 +11 +0.7%
MCM
2018
MV Capital Management
Maryland
$103K -$4.27K -60 -4%
SWM
2019
Sugarloaf Wealth Management
Georgia
$103K +$712 +10 +0.7%
UIA
2020
Ulland Investment Advisors
Minnesota
$102K +$26.3K +370 +33%
CCA
2021
Column Capital Advisors
Indiana
$101K – – –
DAM
2022
Delta Asset Management
Tennessee
$101K – – –
NIMI
2023
Natixis Investment Managers International
France
$98.7K -$6.26K -88 -6%
LWM
2024
LJI Wealth Management
Indiana
$95.1K +$1.02M +14,320 New
FCB
2025
First Command Bank
Texas
$95K – – –
79 80
81
82 83