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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2001
Stevard LLC
Illinois
$200K – – –
TIM
2002
Total Investment Management
Arizona
$200K – – –
AWAG
2003
ARS Wealth Advisors Group
Florida
$200K +$202K +1,508 New
CWA
2004
Clearview Wealth Advisors
Oregon
$199K +$2.14K +16 +1%
HF
2005
Halpern Financial
Virginia
$198K -$35.7K -267 -15%
MCA
2006
Mercer Capital Advisers
New Jersey
$197K – – –
RFA
2007
Reilly Financial Advisors
California
$194K -$22.9K -171 -10%
PO
2008
Private Ocean
California
$194K +$535 +4 +0.3%
FCA
2009
FinTrust Capital Advisors
South Carolina
$191K -$19.9K -149 -9%
CFD
2010
Creative Financial Designs
Indiana
$190K -$2.81K -21 -1%
FPB
2011
First PREMIER Bank
South Dakota
$188K +$60.2K +450 +47%
JMF
2012
Johnson Midwest Financial
Iowa
$187K – – –
CWC
2013
Carolinas Wealth Consulting
North Carolina
$187K +$668 +5 +0.4%
FMTCOCP
2014
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$185K -$7.22K -54 -4%
ONST
2015
Old North State Trust
North Carolina
$184K – – –
APWA
2016
Atlas Private Wealth Advisors
New Jersey
$181K – – –
PIM
2017
Platinum Investment Management
Australia
$179K -$29.3K -219 -14%
SA
2018
SRH Advisors
Kansas
$178K -$153K -1,147 -46%
CBT
2019
Central Bank & Trust
Kentucky
$168K – – –
TI
2020
Truehand Inc
New Hampshire
$167K – – –
SOW
2021
State of Wyoming
Wyoming
$167K +$107K +803 +175%
PFA
2022
Professional Financial Advisors
Nebraska
$163K – – –
SSC
2023
Syverson Strege & Co
Iowa
$161K +$1.47K +11 +0.9%
WOSD
2024
WFA of San Diego
California
$161K +$162K +1,213 New
CIA
2025
Cascade Investment Advisors
Oregon
$160K – – –
79 80
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