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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2001
Mainstay Capital Management
Michigan
$113K +$129K +1,347 New
DSN
2002
D. Scott Neal
Kentucky
$110K -$24K -251 -16%
CHP
2003
Cable Hill Partners
Oregon
$110K -$19.2K -201 -14%
PWM
2004
Paulson Wealth Management
Illinois
$110K +$126K +1,316 New
FFG
2005
Ford Financial Group
California
$108K +$118K +1,235 New
FBT
2006
First Bank & Trust
South Dakota
$106K -$63.9K -669 -35%
CWM
2007
Cranbrook Wealth Management
Michigan
$104K +$20K +209 +20%
WAS
2008
WESPAC Advisors SoCal
California
$102K – – –
CFD
2009
Creative Financial Designs
Indiana
$102K +$33.1K +347 +39%
RWG
2010
Regal Wealth Group
California
$101K +$2.86K +30 +3%
KIG
2011
Kessler Investment Group
Indiana
$100K -$1.56M -16,362 -93%
GSC
2012
G&S Capital
Colorado
$99K +$113K +1,180 New
GWS
2013
Glassman Wealth Services
Virginia
$98K -$865K -9,062 -89%
CFG
2014
CKW Financial Group
Hawaii
$98K – – –
SP
2015
SWS Partners
Ohio
$91K +$104K +1,089 New
PFO
2016
Pathstone Family Office
New Jersey
$89K -$3.15K -33 -3%
LF
2017
Lee Financial
Texas
$88K -$235K -2,457 -70%
VIMU
2018
Veritas Investment Management (UK)
United Kingdom
$87K -$192K -2,014 -66%
BCP
2019
Blackhawk Capital Partners
Wisconsin
$86K +$98.6K +1,033 New
IP
2020
Isthmus Partners
Wisconsin
$85K – – –
DPA
2021
Delphi Private Advisors
California
$85K +$72.8K +763 +305%
BL
2022
Balentine LLC
Georgia
$84K -$39.8K -417 -29%
RFWA
2023
RPg Family Wealth Advisory
Massachusetts
$81.8K – – –
GBT
2024
Grove Bank & Trust
Florida
$78K -$555K -5,816 -86%
UOTTAIMCU
2025
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$74K +$83.9K +879 New
79 80
81
82 83