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Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
2001
Southeast Asset Advisors
Georgia
$1.09M +$31.3K +102 +3%
CFFP
2002
Center for Financial Planning
Michigan
$1.09M +$33.4K +109 +3%
CCM
2003
Chiron Capital Management
Florida
$1.09M -$123K -400 -10%
ZF
2004
Zhang Financial
Michigan
$1.09M +$33.1K +108 +3%
LFG
2005
Larson Financial Group
Missouri
$1.08M -$144K -471 -11%
CWP
2006
Curated Wealth Partners
California
$1.08M -$13.2K -43 -1%
WI
2007
Wedgewood Investors
Pennsylvania
$1.08M – – –
UBG
2008
United Bank (Georgia)
Georgia
$1.08M +$15.6K +51 +1%
FTWA
2009
Fifth Third Wealth Advisors
Ohio
$1.08M +$1.12M +3,656 New
HIA
2010
Harvest Investment Advisors
Florida
$1.07M +$1.12M +3,641 New
RCG
2011
Regatta Capital Group
California
$1.07M – – –
GC
2012
Gilbert & Cook
Iowa
$1.07M +$10.7K +35 +1%
CC
2013
Callan Capital
California
$1.07M -$3.99K -13 -0.4%
HCP
2014
Holt Capital Partners
Texas
$1.07M -$123K -400 -10%
AC
2015
Avestar Capital
New York
$1.07M -$117K -382 -10%
BWP
2016
Balboa Wealth Partners
Arizona
$1.07M -$613 -2 -0.1%
OPOWM
2017
One Plus One Wealth Management
Florida
$1.07M -$49.4K -161 -4%
PBO
2018
Peoples Bank (Ohio)
Ohio
$1.07M -$37.7K -123 -3%
AF
2019
Apexium Financial
Texas
$1.06M +$154K +503 +16%
TWP
2020
Tower Wealth Partners
Pennsylvania
$1.06M -$53.7K -175 -5%
CF
2021
Copperwynd Financial
Arizona
$1.06M +$307 +1 +0%
MWM
2022
Maltin Wealth Management
New Jersey
$1.06M +$430K +1,403 +64%
JCM
2023
Jacobsen Capital Management
Utah
$1.06M -$980K -3,198 -47%
AGC
2024
Aspen Grove Capital
Colorado
$1.06M +$86.5K +282 +9%
SI
2025
Saxon Interests
Texas
$1.06M -$256K -836 -19%
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