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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2001
Personal CFO Solutions
New Jersey
$468K -$14.3K -167 -3%
WSCM
2002
Wellington Shields Capital Management
New York
$467K -$16.4K -192 -3%
CIC
2003
Crawford Investment Counsel
Georgia
$467K -$13.5K -158 -3%
BHBT
2004
Burke & Herbert Bank & Trust
Virginia
$467K -$150K -1,754 -23%
NPA
2005
Nichols & Pratt Advisers
Massachusetts
$467K -$181K -2,125 -27%
CG
2006
Corundum Group
Colorado
$466K -$74.6K -874 -13%
AA
2007
Addison Advisors
Vermont
$466K +$16.5K +193 +3%
AIM
2008
Athena Investment Management
California
$465K – – –
CBOR
2009
Community Bank of Raymore
Missouri
$465K +$95.7K +1,120 +24%
FWM
2010
Forza Wealth Management
Florida
$464K -$34.2K -400 -7%
TPWM
2011
Twelve Points Wealth Management
Massachusetts
$463K +$27.9K +327 +6%
PWPS
2012
Pinnacle Wealth Planning Services
Ohio
$463K -$139K -1,630 -22%
BCPWM
2013
Bradley & Co Private Wealth Management
Florida
$462K -$4.31M -50,441 -90%
WW
2014
Waterfront Wealth
Kansas
$461K -$26.6K -311 -5%
JFGIW
2015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$461K -$113K -1,318 -19%
GSEP
2016
Golden State Equity Partners
California
$459K -$7.43K -87 -2%
B
2017
Bridgeworth
Alabama
$458K -$4.36K -51 -0.9%
CRWM
2018
Castle Rock Wealth Management
California
$458K +$14.9K +175 +3%
HCM
2019
Hutchinson Capital Management
California
$458K +$50.6K +592 +12%
TIA
2020
Tiemann Investment Advisors
California
$457K -$16.2K -190 -3%
ISWM
2021
Independent Solutions Wealth Management
New York
$457K -$96.3K -1,127 -17%
FAG
2022
Fortitude Advisory Group
Washington
$457K -$19.5K -228 -4%
ESCM
2023
Echo Street Capital Management
New York
$457K +$199K +2,334 +71%
TWA
2024
TCI Wealth Advisors
Arizona
$455K +$36.6K +428 +8%
GFPC
2025
Global Financial Private Client
Florida
$454K -$15K -176 -3%
79 80
81
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