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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2001
Stenahm Asset Management
Guernsey
$475K -$5.79M -21,190 -93%
FWA
2002
Flagship Wealth Advisors
Massachusetts
$475K +$24.6K +90 +6%
ACP
2003
Aviance Capital Partners
Florida
$475K +$29.2K +107 +7%
AA
2004
Apriem Advisors
California
$474K +$22.4K +82 +5%
CWM
2005
Chemistry Wealth Management
New York
$474K +$79K +289 +22%
AWA
2006
Archvest Wealth Advisors
California
$473K -$7.38K -27 -2%
WIM
2007
Warwick Investment Management
Texas
$472K -$110K -402 -20%
MSA
2008
Marino Stram & Associates
Massachusetts
$471K – – –
CPCM
2009
Cardinal Point Capital Management
Ontario, Canada
$470K -$61.5K -225 -12%
EGWAG
2010
Elwood & Goetz Wealth Advisory Group
Georgia
$470K +$24.9K +91 +6%
BF
2011
Brucke Financial
Indiana
$469K +$10.1K +37 +2%
CAM
2012
Cozad Asset Management
Illinois
$469K -$48.7K -178 -10%
PWM
2013
Palacios Wealth Management
Florida
$469K +$76.3K +279 +22%
WAG
2014
Winthrop Advisory Group
Massachusetts
$469K -$43.7K -160 -9%
CTI
2015
Community Trust & Investment
Kentucky
$469K – – –
HT
2016
Heritage Trust
Oklahoma
$467K +$23K +84 +6%
EL
2017
EWA LLC
Pennsylvania
$467K +$18K +66 +4%
VNA
2018
Valley National Advisers
Pennsylvania
$466K -$15.9K -58 -4%
EGA
2019
E&G Advisors
Texas
$464K +$37.4K +137 +10%
VFIC
2020
Valley Forge Investment Consultants
Pennsylvania
$464K +$422K +1,544 New
BHPW
2021
Beverly Hills Private Wealth
California
$464K -$36.4K -133 -8%
FI
2022
Finivi Inc
Massachusetts
$464K -$13.4K -49 -3%
SCP
2023
Shorepoint Capital Partners
Massachusetts
$463K +$421K +1,540 New
KCPG
2024
Kavar Capital Partners Group
Kansas
$463K – – –
HCWM
2025
Hidden Cove Wealth Management
Washington
$462K +$13.4K +49 +3%
79 80
81
82 83