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Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2001
Texas Capital Bank Wealth Management Services
Texas
$551K -$2.67M -30,270 -83%
RFS
2002
Richardson Financial Services
Massachusetts
$551K +$538K +6,099 New
BFG
2003
Beacon Financial Group
Texas
$550K -$92.3K -1,047 -15%
BCP
2004
Berkeley Capital Partners
Georgia
$550K -$29.2K -331 -5%
MCM
2005
McDonough Capital Management
Florida
$547K -$101K -1,150 -16%
SWP
2006
Strategic Wealth Partners
Ohio
$547K -$170K -1,932 -24%
D
2007
Diversified
Delaware
$546K +$21.6K +245 +4%
WC
2008
Waterloo Capital
Texas
$546K +$533K +6,043 New
KTA
2009
Keeley-Teton Advisors
Illinois
$545K – – –
FPF
2010
First Pacific Financial
Washington
$545K +$7.23K +82 +1%
FZCM
2011
Flynn Zito Capital Management
New York
$544K +$7.49K +85 +1%
MGWM
2012
Marks Group Wealth Management
Minnesota
$543K +$88.2K +1,000 +20%
AFA
2013
Arlington Financial Advisors
California
$543K -$2.32M -26,348 -81%
ROTUOC
2014
Regents of the University of California
California
$542K – – –
CBOR
2015
Community Bank of Raymore
Missouri
$541K +$22.9K +260 +5%
HIC
2016
Harvey Investment Company
Kentucky
$541K – – –
AAS
2017
Annex Advisory Services
Wisconsin
$541K -$63.5K -720 -11%
PL
2018
Plancorp LLC
Missouri
$541K +$1.68K +19 +0.3%
SEIA
2019
Signature Estate & Investment Advisors
California
$538K -$41.8M -474,096 -99%
RSA
2020
River Street Advisors
Illinois
$537K -$96.5K -1,095 -16%
MAWCM
2021
Mine & Arao Wealth Creation & Management
California
$536K -$4.41K -50 -0.8%
AC
2022
Apella Capital
Connecticut
$536K -$13.2K -150 -2%
AIA
2023
Angeles Investment Advisors
California
$535K +$151K +1,713 +41%
VC
2024
Vicus Capital
Pennsylvania
$533K -$97.9K -1,111 -16%
LAM
2025
LECAP Asset Management
United Kingdom
$533K +$520K +5,900 New
79 80
81
82 83