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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2001
Court Place Advisors
Maryland
$378K – – –
RTC
2002
Riverview Trust Company
Washington
$377K +$121K +800 +53%
SL
2003
Summitry LLC
California
$376K – – –
SAA
2004
Southeast Asset Advisors
Georgia
$373K – – –
AWM
2005
Atticus Wealth Management
Florida
$373K +$4.38K +29 +1%
BOM
2006
Bank of Marin
California
$370K +$90.7K +600 +36%
RIM
2007
Rakuten Investment Management
Japan
$369K +$341K +2,256 New
NFA
2008
Northwest Financial Advisors
Virginia
$369K +$341K +2,259 New
FHC
2009
First Heartland Consultants
Missouri
$369K -$7.1K -47 -2%
LMKC
2010
L.M. Kohn & Company
Ohio
$369K +$7.86K +52 +2%
VFA
2011
Voya Financial Advisors
Connecticut
$368K -$3.63K -24 -1%
IAG
2012
Investment Advisory Group
Massachusetts
$368K -$13.3K -88 -4%
PWM
2013
Paulson Wealth Management
Illinois
$367K – – –
ACA
2014
Affinity Capital Advisors
California
$367K +$1.06K +7 +0.3%
FCP
2015
Fidelis Capital Partners
Florida
$367K +$81.4K +539 +32%
LSIA
2016
LaSalle St. Investment Advisors
Illinois
$367K -$122K -809 -27%
TIA
2017
Tiemann Investment Advisors
California
$366K +$40K +265 +13%
RDWM
2018
Red Door Wealth Management
Tennessee
$364K +$26K +172 +8%
EFG
2019
Ethos Financial Group
Pennsylvania
$363K -$1.36K -9 -0.4%
LIG
2020
Lokken Investment Group
Delaware
$363K +$151 +1 +0%
CIA
2021
Cape Investment Advisory
Georgia
$360K -$2.42K -16 -0.7%
BMM
2022
Buffington Mohr McNeal
Idaho
$360K -$11.3K -75 -3%
AG
2023
AlTi Global
New York
$359K +$332K +2,195 New
CWC
2024
Carolinas Wealth Consulting
North Carolina
$359K +$7.55K +50 +0.5%
CCA
2025
Childress Capital Advisors
Texas
$358K +$3.02K +20 +0.9%
79 80
81
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