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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2001
Willow Creek Wealth Management
California
$267K +$39.3K +1,416 +16%
CA
2002
Cornerstone Advisory
Maryland
$267K -$1.86K -67 -0.7%
1WM
2003
1900 Wealth Management
Texas
$267K – – –
DI
2004
DFPG Investments
Utah
$266K +$247K +8,903 New
MTIC
2005
Missouri Trust & Investment Company
Missouri
$265K -$72.4K -2,605 -21%
BBNB
2006
Baker Boyer National Bank
Washington
$264K -$2.78K -100 -1%
AAIM
2007
American Assets Investment Management
California
$264K -$5.55M -200,000 -95%
CG
2008
Carmignac Gestion
France
$264K +$278K +10,000 New
JWM
2009
Jupiter Wealth Management
Colorado
$264K – – –
LFM
2010
Lumina Fund Management
New York
$264K – – –
NFP
2011
NorthLanding Financial Partners
New York
$264K +$5.39K +194 +2%
KFP
2012
KB Financial Partners
New Jersey
$263K -$2.14K -77 -0.8%
CWS
2013
Cypress Wealth Services
California
$262K +$276K +9,929 New
SIC
2014
Sigma Investment Counselors
Michigan
$262K -$136K -4,882 -33%
SFG
2015
Sovereign Financial Group
Connecticut
$261K +$25.2K +907 +10%
AC
2016
AlphaCore Capital
California
$261K +$56K +2,016 +26%
EFG
2017
Ethos Financial Group
Pennsylvania
$261K +$272K +9,801 New
PGWM
2018
Parisi Gray Wealth Management
New Jersey
$260K +$4.33K +156 +2%
DWM
2019
Defined Wealth Management
Oregon
$260K -$27.8K -1,000 -9%
FMTC
2020
Farmers & Merchants Trust Company
California
$260K +$5.14K +185 +2%
AIM
2021
Alhambra Investment Management
Florida
$259K -$105K -3,764 -28%
POIA
2022
Pin Oak Investment Advisors
Texas
$259K – – –
TW
2023
Towerpoint Wealth
California
$258K -$18.8K -677 -0.7%
RC
2024
Rovin Capital
Arizona
$257K -$191K -6,867 -41%
ABLA
2025
Alan B. Lancz & Associates
Ohio
$257K -$22.2K -800 -9%
79 80
81
82 83