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Name Holding Trade Value Shares
Change 		Change in
Stake
GRR
2001
Golden Reserve Retirement
Ohio
$930K +$447K +5,665 +98%
FZCM
2002
Flynn Zito Capital Management
New York
$929K -$5.05K -64 -0.6%
WFS
2003
Walker Financial Services
Kentucky
$926K -$293K -3,712 -25%
RFP
2004
Root Financial Partners
California
$925K +$125K +1,582 +16%
TWM
2005
Trueblood Wealth Management
Ohio
$924K +$7.19K +91 +0.8%
HCA
2006
Hardworking Capital Advisors
California
$921K -$10.3K -131 -1%
ZF
2007
Zhang Financial
Michigan
$918K +$16.1K +204 +2%
AP
2008
Appleton Partners
Massachusetts
$916K -$23.9K -303 -3%
AWA
2009
AGH Wealth Advisors
Kansas
$915K +$67.9K +860 +8%
S
2010
Sunpointe
Missouri
$915K -$169K -2,134 -16%
APA
2011
Astoria Portfolio Advisors
New York
$913K +$421K +5,331 +90%
PAM
2012
Peak Asset Management
Colorado
$911K -$29.4K -372 -3%
GIA
2013
GHP Investment Advisors
Colorado
$910K +$632 +8 +0.1%
SI
2014
Severin Investments
Missouri
$910K -$76.1K -963 -8%
BSB
2015
Bangor Savings Bank
Maine
$905K +$57.3K +725 +7%
VCM
2016
Virtue Capital Management
Tennessee
$902K +$5.92K +75 +0.7%
HCP
2017
Hardin Capital Partners
South Carolina
$902K -$43.6K -552 -5%
BWP
2018
Balboa Wealth Partners
Arizona
$902K +$273K +3,458 +45%
BWL
2019
Bogart Wealth LLC
Virginia
$901K -$5.63M -71,258 -87%
ATWA
2020
Arbor Trust Wealth Advisors
Michigan
$900K -$26.5K -336 -3%
CWM
2021
Centurion Wealth Management
Virginia
$900K -$98.1K -1,242 -10%
AP
2022
Atwood & Palmer
Missouri
$899K – – –
WFM
2023
Wolff Financial Management
Michigan
$899K +$316 +4 +0%
PAM
2024
Peninsula Asset Management
Florida
$897K – – –
PWAM
2025
Pinnacle West Asset Management
Wyoming
$897K – – –
79 80
81
82 83