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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
2001
Twin Lakes Capital Management
California
$720K – – –
CCM
2002
Cinctive Capital Management
New York
$718K +$77.9K +746 +15%
AC
2003
Allstate Corporation
Illinois
$718K -$49.8K -477 -8%
PFG
2004
PAX Financial Group
Texas
$716K -$32.9K -315 -5%
TCBWMS
2005
Texas Capital Bank Wealth Management Services
Texas
$715K -$26.5K -254 -4%
WIC
2006
Wilkins Investment Counsel
Massachusetts
$713K +$8.36K +80 +1%
PWM
2007
Prentice Wealth Management
New York
$712K +$32.6K +312 +6%
NPFS
2008
Novak & Powell Financial Services
Florida
$711K +$209 +2 +0%
TCM
2009
Tran Capital Management
California
$708K – – –
FZCM
2010
Flynn Zito Capital Management
New York
$708K -$25.3K -242 -4%
HIC
2011
Harvey Investment Company
Kentucky
$708K -$20.9K -200 -3%
MAWCM
2012
Mine & Arao Wealth Creation & Management
California
$706K -$17.1K -164 -3%
EFG
2013
Everhart Financial Group
Ohio
$705K +$74.1K +709 +14%
FCA
2014
FinTrust Capital Advisors
South Carolina
$704K +$186K +1,781 +45%
WH
2015
Willner & Heller
California
$704K -$78.1K -748 -12%
HWM
2016
Hohimer Wealth Management
Washington
$703K +$14.4K +138 +2%
BFG
2017
Beacon Financial Group
Texas
$703K -$35.6K -341 -6%
GWANC
2018
Guardian Wealth Advisors (North Carolina)
North Carolina
$703K +$25.4K +243 +4%
AIM
2019
Athena Investment Management
California
$702K – – –
CCG
2020
Catalina Capital Group
California
$702K +$599K +5,738 New
BHBT
2021
Burke & Herbert Bank & Trust
Virginia
$702K -$2.09K -20 -0.3%
PMFA
2022
Plante Moran Financial Advisors
Michigan
$701K -$107K -1,027 -15%
MCM
2023
Morton Capital Management
California
$700K +$17.8K +170 +3%
PA
2024
Probity Advisors
Texas
$697K +$17.7K +169 +3%
CF
2025
Copperwynd Financial
Arizona
$696K +$37K +354 +7%
79 80
81
82 83