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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2001
Sabal Trust
Florida
$574K +$609K +6,430 New
BCA
2002
Bray Capital Advisors
Florida
$572K -$62.6K -661 -9%
TLCM
2003
Twin Lakes Capital Management
California
$571K -$1.04K -11 -0.2%
SW
2004
SkyOak Wealth
Michigan
$571K -$76.7K -810 -11%
PVM
2005
Palogic Value Management
Texas
$569K -$2.08K -22 -0.3%
MPW
2006
MGO Private Wealth
California
$568K -$86.7K -915 -13%
KWMG
2007
King Wealth Management Group
Florida
$566K -$83K -876 -12%
BCP
2008
Berkeley Capital Partners
Georgia
$566K -$17.1K -181 -3%
WCM
2009
Whitener Capital Management
North Carolina
$566K – – –
AC
2010
Avenir Corporation
Virginia
$564K – – –
AWM
2011
Ameliora Wealth Management
Switzerland
$564K -$232K -2,450 -28%
EM
2012
Excalibur Management
Massachusetts
$561K -$15.5K -164 -3%
FRM
2013
Fox Run Management
Connecticut
$559K +$74.2K +783 +14%
RPCONE
2014
Retirement Planning Company of New England
Rhode Island
$557K -$26.7K -282 -4%
ST
2015
Spinnaker Trust
Maine
$556K -$121K -1,280 -17%
KFA
2016
Kapstone Financial Advisors
Ohio
$555K -$160K -1,689 -21%
CCG
2017
Coastwise Capital Group
California
$555K +$100K +1,060 +21%
LA
2018
Lifeworks Advisors
Michigan
$553K +$1.23K +13 +0.2%
RA
2019
Rational Advisors
New York
$552K +$553K +5,837 +1,672%
TA
2020
TFG Advisers
Michigan
$552K -$113K -1,191 -16%
FPF
2021
First Pacific Financial
Washington
$552K +$12.3K +130 +2%
SRSA
2022
S.R. Schill & Associates
Washington
$551K -$202K -2,135 -26%
MAM
2023
Milestone Asset Management
Pennsylvania
$550K -$13.8K -146 -2%
AA
2024
Advisory Alpha
Michigan
$549K +$52.3K +552 +10%
AC
2025
Apella Capital
Connecticut
$549K +$583K +6,153 New
79 80
81
82 83