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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2001
Trust Company
Kansas
$573K – – –
FCG
2002
Fielder Capital Group
Tennessee
$571K +$37.7K +120 +6%
NBWM
2003
North Berkeley Wealth Management
California
$570K +$23.6K +75 +4%
IWM
2004
Iams Wealth Management
Nebraska
$570K +$393K +1,251 +165%
DAM
2005
Deltec Asset Management
New York
$568K +$630K +2,003 New
TNBTD
2006
Trustmark National Bank Trust Department
Mississippi
$568K -$302K -961 -32%
VHAM
2007
Van Hulzen Asset Management
California
$567K +$31.4K +100 +5%
PF
2008
Prota Financial
Texas
$567K +$62.5K +199 +11%
KWM
2009
Keebeck Wealth Management
Illinois
$566K +$378K +1,203 +152%
RCS
2010
Retirement Capital Strategies
California
$565K – – –
WWC
2011
Waypoint Wealth Counsel
Georgia
$564K -$109K -347 -15%
WCM
2012
Winebrenner Capital Management
Kentucky
$564K +$30.5K +97 +5%
PCH
2013
PGIM Custom Harvest
New Jersey
$563K +$30.5K +97 +5%
LK
2014
Lumbard & Kellner
New Hampshire
$563K – – –
MIC
2015
Means Investment Company
Maine
$563K +$623K +1,983 New
PG
2016
Patten Group
Tennessee
$562K +$28K +89 +5%
RWM
2017
Rialto Wealth Management
New York
$562K -$46.8K -149 -7%
GSB
2018
Greenfield Savings Bank
Massachusetts
$562K – – –
KA
2019
Kozak & Associates
Colorado
$560K -$14.5K -46 -2%
WIA
2020
Westbourne Investment Advisors
Maryland
$559K – – –
DA
2021
Dover Advisors
Virginia
$559K -$220K -700 -26%
4WM
2022
4J Wealth Management
Virginia
$558K +$33.6K +107 +6%
SFG
2023
Shum Financial Group
California
$557K -$6.29K -20 -1%
CMAI
2024
Capital Management Associates Inc
Minnesota
$554K -$31.4K -100 -5%
AI
2025
AXS Investments
New York
$554K -$88K -280 -13%
79 80
81
82 83