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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2001
Probity Advisors
Texas
$651K -$91.9K -875 -13%
CF
2002
Convergence Financial
Missouri
$650K -$13.7K -130 -2%
JWM
2003
Jacksonville Wealth Management
Florida
$650K +$613K +5,837 New
LCM
2004
Liberty Capital Management
Michigan
$650K -$83.2K -792 -12%
BFS
2005
BridgePort Financial Solutions
Iowa
$650K +$613K +5,837 New
FHC
2006
First Heartland Consultants
Missouri
$650K -$44.5K -424 -7%
AIM
2007
Athena Investment Management
California
$649K – – –
PSF
2008
Pacific Sun Financial
California
$648K -$21K -200 -3%
AIM
2009
Alhambra Investment Management
Florida
$648K – – –
IA
2010
Intellus Advisors
Florida
$648K +$611K +5,821 New
SEEDPG
2011
S.E.E.D. Planning Group
New York
$648K -$2.13M -20,250 -78%
DSC
2012
Duncker Streett & Co
Missouri
$648K -$32.4K -308 -5%
CASB
2013
Cape Ann Savings Bank
Massachusetts
$648K -$75.2K -716 -11%
MCM
2014
Morton Capital Management
California
$647K +$13.1K +125 +2%
AIA
2015
AssuredPartners Investment Advisors
Florida
$647K +$610K +5,807 New
TCM
2016
Tran Capital Management
California
$644K – – –
OFS
2017
Orrstown Financial Services
Pennsylvania
$644K +$2.73K +26 +0.5%
DE
2018
Diversified Enterprises
Delaware
$644K +$8.51K +81 +1%
BPAMU
2019
BTG Pactual Asset Management US
New York
$643K +$604K +5,746 +17,956%
NPFS
2020
Novak & Powell Financial Services
Florida
$642K – – –
4WM
2021
44 Wealth Management
Oregon
$642K +$606K +5,769 New
KHCM
2022
Kirtland Hills Capital Management
Ohio
$642K +$81.9K +780 +16%
SIAP
2023
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$639K +$4.41K +42 +0.7%
IWA
2024
IBEX Wealth Advisors
New Jersey
$639K +$603K +5,741 New
PB
2025
Pinnacle Bancorp
Nebraska
$639K +$8.93K +85 +2%
79 80
81
82 83