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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2001
One Charles Private Wealth Services
Massachusetts
$270K -$53.8K -1,899 -19%
SDWIA
2002
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$270K +$368 +13 +0.2%
GBT
2003
Grove Bank & Trust
Florida
$270K -$16.1K -569 -6%
AA
2004
Aufman Associates
Pennsylvania
$270K -$10.5K -372 -4%
WB
2005
West Bancorporation
Iowa
$269K -$30K -1,059 -11%
PNAA
2006
Pictet North America Advisors
Switzerland
$269K – – –
CWM
2007
Cadence Wealth Management
Massachusetts
$268K +$233K +8,214 New
WQ
2008
Wealth Quarterback
New Jersey
$268K +$233K +8,207 New
VCM
2009
Vivaldi Capital Management
Illinois
$268K -$15.6K -550 -6%
WDL
2010
Well Done LLC
Michigan
$267K -$5.58K -197 -2%
KFI
2011
Key Financial Inc
Pennsylvania
$267K -$5.27K -186 -2%
OFW
2012
Omnia Family Wealth
Florida
$267K -$2.38K -84 -1%
CA
2013
Centerpoint Advisors
Massachusetts
$267K +$34.2K +1,206 +17%
SWM
2014
Sugarloaf Wealth Management
Georgia
$267K -$255 -9 -0.1%
1WM
2015
1900 Wealth Management
Texas
$266K -$453 -16 -0.2%
AF
2016
Affiance Financial
Minnesota
$266K -$7.42K -262 -3%
SCM
2017
Sterneck Capital Management
Missouri
$266K – – –
RA
2018
Riverstone Advisors
Texas
$265K +$230K +8,121 New
BA
2019
Ballast Advisors
Minnesota
$265K +$8.64K +305 +4%
AIM
2020
Avity Investment Management
Connecticut
$265K +$229K +8,100 New
PVI
2021
Pine Valley Investments
New Jersey
$264K +$510K +18,009 New
SL
2022
Stevard LLC
Illinois
$264K – – –
SPWM
2023
Straight Path Wealth Management
Michigan
$263K -$737 -26 -0.3%
BBPWM
2024
Blue Bell Private Wealth Management
Pennsylvania
$262K +$3.97K +140 +2%
SWM
2025
Seed Wealth Management
Illinois
$262K -$14.2K -500 -6%
79 80
81
82 83