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Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
2001
Bank of Nova Scotia Trust
Ontario, Canada
$253K -$168 -2 -0.1%
FC
2002
FCA Corp
Texas
$252K – – –
SPI
2003
Santori & Peters Inc
Pennsylvania
$252K +$295K +3,513 New
MAM
2004
Morse Asset Management
Connecticut
$251K -$16.7K -199 -5%
SCG
2005
Sonata Capital Group
Washington
$250K -$108K -1,280 -27%
AIM
2006
Arcadia Investment Management
Michigan
$250K -$37.8K -450 -11%
TIA
2007
Tiemann Investment Advisors
California
$250K -$14.7K -175 -5%
LWA
2008
Lineweaver Wealth Advisors
Ohio
$250K +$84.4K +1,004 +41%
22CM
2009
20/20 Capital Management
California
$249K – – –
KFI
2010
Key Financial Inc
Pennsylvania
$249K – – –
WCWM
2011
Willow Creek Wealth Management
California
$249K – – –
PCP
2012
Proficio Capital Partners
Massachusetts
$248K -$678K -8,056 -68%
RSWM
2013
Robertson Stephens Wealth Management
California
$248K -$212K -2,519 -42%
CRIG
2014
Charter Research & Investment Group
Connecticut
$248K – – –
MSA
2015
Marino Stram & Associates
Massachusetts
$247K +$77K +916 +36%
PFWA
2016
Paces Ferry Wealth Advisors
Georgia
$247K +$289K +3,437 New
WDL
2017
Well Done LLC
Michigan
$245K -$10.3K -123 -3%
GWS
2018
Glassman Wealth Services
Virginia
$244K -$12.3K -146 -4%
HIC
2019
Hartline Investment Corp
Illinois
$243K -$4.63K -55 -2%
LBD
2020
Landsberg Bennett & Dubbaneh
Florida
$242K -$119K -1,418 -30%
TW
2021
Towerpoint Wealth
California
$242K -$40K -476 -12%
NPF
2022
Norris Perne & French
Michigan
$242K – – –
MAG
2023
Mayfair Advisory Group
Alabama
$242K +$81.3K +967 +40%
GA
2024
Gateway Advisory
New Jersey
$241K – – –
BFPW
2025
BOK Financial Private Wealth
Colorado
$240K -$98.2K -1,168 -26%
79 80
81
82 83