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Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
2001
American Institute for Advanced Investment Management
Arizona
$378K -$91.3K -2,050 -19%
AA
2002
ALPS Advisors
Colorado
$377K +$380K +8,530 New
CCC
2003
Chelsea Counsel Company
California
$376K
WCWM
2004
Willow Creek Wealth Management
California
$376K -$9.8K -220 -3%
NPT
2005
Nixon Peabody Trust
Massachusetts
$376K -$132K -2,968 -26%
SOAG
2006
Silver Oak Advisory Group
Oregon
$375K +$131K +2,934 +53%
AC
2007
Apella Capital
Connecticut
$374K -$142K -3,186 -25%
CT
2008
Colonial Trust
South Carolina
$374K -$4.9K -110 -1%
VWA
2009
VERITY Wealth Advisors
United States
$373K +$13.9K +312 +4%
CB
2010
Centennial Bank
Arkansas
$373K -$19.3K -433 -5%
CCAL
2011
City Center Advisors LLC
Michigan
$373K +$376K +8,438 New
BIP
2012
Blueprint Investment Partners
North Carolina
$373K -$135K -3,040 -26%
RIA
2013
Richwood Investment Advisors
Ohio
$371K
MA
2014
MKT Advisors
California
$370K -$34.1K -766 -7%
AFPL
2015
Advus Financial Partners, LLC
Florida
$370K +$11.6K +261 +3%
SRL
2016
Scientech Research LLC
New Jersey
$369K +$102K +2,292 +38%
KFI
2017
Key Financial Inc
Pennsylvania
$369K
SFG
2018
SNS Financial Group
Minnesota
$368K -$15.1K -338 -4%
CG
2019
Clarus Group
Texas
$367K -$26.4K -593 -7%
CFS
2020
CRA Financial Services
New Jersey
$367K -$3.12K -70 -0.8%
FHC
2021
First Heartland Consultants
Missouri
$366K +$847 +19 +0.2%
SMWM
2022
Silvia McColl Wealth Management
California
$365K +$68.8K +1,544 +19%
MAWA
2023
Moss Adams Wealth Advisors
Washington
$365K +$147K +3,307 +67%
KFC
2024
Klingenstein Fields & Co
New York
$363K
PNAA
2025
Pictet North America Advisors
Switzerland
$362K