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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
Westmount Partners
California
$1.2M +$43.1K +270 +4%
IFU
2002
iSAM Funds (UK)
United Kingdom
$1.2M +$1.22M +7,664 New
AAM
2003
Aureus Asset Management
Massachusetts
$1.2M +$120K +750 +11%
BIC
2004
Beach Investment Counsel
Pennsylvania
$1.2M -$765K -4,800 -39%
RSC
2005
Red Spruce Capital
Pennsylvania
$1.2M -$21K -132 -2%
FPGK
2006
Financial Partners Group (Kansas)
Kansas
$1.2M -$16.7K -105 -1%
RPCONE
2007
Retirement Planning Company of New England
Rhode Island
$1.19M -$34.1K -214 -3%
SQA
2008
Simon Quick Advisors
New Jersey
$1.19M -$157K -983 -11%
1WM
2009
1900 Wealth Management
Texas
$1.19M -$28.5K -179 -2%
CPP
2010
Capasso Planning Partners
South Carolina
$1.19M +$1.21M +7,607 New
WMA
2011
Wealth Management Associates
New Jersey
$1.19M – – –
CICI
2012
Capital Investment Counsel Inc
North Carolina
$1.19M – – –
FGA
2013
Fortis Group Advisors
New Jersey
$1.19M +$197K +1,238 +19%
DAM
2014
Deltec Asset Management
New York
$1.19M -$8.93K -56 -0.7%
PP
2015
Paloma Partners
Connecticut
$1.19M -$2.06M -12,925 -63%
HWM
2016
HFG Wealth Management
Texas
$1.18M – – –
APW
2017
Austin Private Wealth
Texas
$1.18M -$70.5K -442 -6%
AWM
2018
Angeles Wealth Management
California
$1.18M +$316K +1,982 +36%
WC
2019
Waterloo Capital
Texas
$1.18M +$47.8K +300 +4%
AWM
2020
Accel Wealth Management
Iowa
$1.18M +$128K +802 +12%
WHC
2021
Wulff, Hansen & Co
California
$1.18M – – –
DBRC
2022
D.B. Root & Company
Pennsylvania
$1.18M -$513K -3,220 -30%
BOPW
2023
Brandywine Oak Private Wealth
Pennsylvania
$1.17M -$43.1K -270 -3%
HNB
2024
Hilltop National Bank
Wyoming
$1.17M -$17.5K -110 -1%
AFG
2025
ABLE Financial Group
Arizona
$1.17M -$2.87K -18 -0.2%
79 80
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