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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2001
AIMZ Investment Advisors
California
$1.77M – – –
AF
2002
Atala Financial
California
$1.77M +$1.86M +4,547 New
IF
2003
Ironwood Financial
Arizona
$1.76M +$13.1K +32 +0.7%
1C
2004
111 Capital
France
$1.76M +$1.85M +4,534 New
TCB
2005
Texas Capital Bancshares
Texas
$1.76M -$20.8K -51 -1%
PWAM
2006
Papamarkou Wellner Asset Management
New York
$1.75M +$1.84M +4,510 New
SCA
2007
Sulzberger Capital Advisors
Florida
$1.75M +$1.84M +4,502 New
SWA
2008
SFMG Wealth Advisors
Texas
$1.75M -$221K -540 -11%
CGF
2009
Constant Guidance Financial
Massachusetts
$1.75M +$44.9K +110 +3%
FWA
2010
FSM Wealth Advisors
Ohio
$1.75M +$67.8K +166 +4%
HFM
2011
Harvest Fund Management
China
$1.75M -$1.56M -3,827 -46%
CFP
2012
Catalyst Financial Partners
Massachusetts
$1.74M +$55.6K +136 +3%
PWSG
2013
Pacific Wealth Strategies Group
California
$1.74M -$1.23K -3 -0.1%
OC
2014
Opinicus Capital
Florida
$1.74M +$21.2K +52 +1%
AA
2015
Argent Advisors
Louisiana
$1.74M -$79.7K -195 -4%
CF
2016
Centaurus Financial
California
$1.74M +$9.8K +24 +0.5%
MWC
2017
MBM Wealth Consultants
Missouri
$1.74M +$28.2K +69 +2%
CFO
2018
CVA Family Office
Colorado
$1.73M +$574K +1,404 +46%
PWM
2019
PBMares Wealth Management
Virginia
$1.73M -$67K -164 -4%
AIC
2020
Argus Investors Counsel
New York
$1.73M -$190K -466 -9%
TRIA
2021
Trail Ridge Investment Advisors
Colorado
$1.73M +$13.5K +33 +0.7%
AI
2022
Accredited Investors
Minnesota
$1.73M -$24.9K -61 -1%
KCFA
2023
Key Client Fiduciary Advisors
New Jersey
$1.73M +$3.27K +8 +0.2%
AWMT
2024
AAFMAA Wealth Management & Trust
North Carolina
$1.73M -$278K -681 -13%
DMBA
2025
Deseret Mutual Benefit Administrators
Utah
$1.73M -$171K -418 -9%
79 80
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