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