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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
2001
Arbor Investment Advisors
North Carolina
$424K -$43.3K -1,000 -8%
AIM
2002
Allen Investment Management
New York
$424K -$26.3K -609 -5%
GC
2003
Gilbert & Cook
Iowa
$424K -$18.4K -426 -4%
BFO
2004
Biltmore Family Office
North Carolina
$424K +$1.17K +27 +0.2%
OWM
2005
OneAscent Wealth Management
Alabama
$422K +$18.1K +418 +4%
TRIA
2006
Trail Ridge Investment Advisors
Colorado
$422K +$40.4K +933 +9%
CYG
2007
Clean Yield Group
Vermont
$421K -$18.2K -420 -4%
MA
2008
MBA Advisors
Pennsylvania
$421K -$2.08K -48 -0.4%
RFA
2009
Resurgent Financial Advisors
Georgia
$420K -$94.6K -2,187 -16%
SA
2010
SRH Advisors
Kansas
$420K +$46.7K +1,080 +11%
CBFP
2011
Cedar Brook Financial Partners
Ohio
$419K -$18.1K -418 -4%
BBNB
2012
Baker Boyer National Bank
Washington
$419K +$9.78K +226 +2%
IGGA
2013
Iron Gate Global Advisors
Utah
$419K +$24.8K +574 +5%
PCMC
2014
Paragon Capital Management (Colorado)
Colorado
$418K -$71.6K -1,656 -13%
SFG
2015
StrategIQ Financial Group
Indiana
$416K -$189K -4,374 -28%
QC
2016
Quent Capital
New York
$416K -$69K -1,596 -13%
LWM
2017
Lyell Wealth Management
California
$415K -$62K -1,433 -11%
1WM
2018
1900 Wealth Management
Texas
$414K -$47.8K -1,105 -9%
NWM
2019
Northcape Wealth Management
New York
$413K -$235K -5,439 -33%
GA
2020
Geller Advisors
New York
$413K -$12.2K -283 -2%
NQWM
2021
Northwest Quadrant Wealth Management
Oregon
$413K +$1.77K +41 +0.4%
LCM
2022
LCM Capital Management
Illinois
$412K -$2.73K -63 -0.6%
BIC
2023
Beach Investment Counsel
Pennsylvania
$412K – – –
AWA
2024
Aaron Wealth Advisors
Illinois
$411K -$13.3K -307 -3%
AWM
2025
Accurate Wealth Management
Florida
$410K +$2.98K +69 +0.6%
79 80
81
82 83