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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2001
HCR Wealth Advisors
California
$516K -$40.7K -679 -7%
NME
2002
Notis-McConarty Edward
$515K – – –
DA
2003
Detalus Advisors
Missouri
$515K – – –
ABLA
2004
Alan B. Lancz & Associates
Ohio
$512K – – –
HAC
2005
Harbor Advisory Corp
New Hampshire
$511K – – –
CAGAS
2006
Capital Advisory Group Advisory Services
Minnesota
$510K +$547K +9,116 New
CA
2007
CGN Advisors
Kansas
$509K +$135K +2,248 +33%
GLLW
2008
Graves Light Lenhart Wealth
Virginia
$509K +$60 +1 +0%
C
2009
CEDRUS
Colorado
$507K +$72.6K +1,210 +15%
CA
2010
Cambridge Advisors
Nebraska
$505K +$2.16K +36 +0.4%
1WM
2011
1900 Wealth Management
Texas
$505K +$225K +3,751 +71%
AI
2012
Accredited Investors
Minnesota
$504K +$660 +11 +0.1%
AIA
2013
Alera Investment Advisors
Illinois
$504K -$21.4K -357 -4%
FUBT
2014
First United Bank & Trust
Maryland
$504K +$60 +1 +0%
SC
2015
Searle & Co
Connecticut
$502K – – –
QC
2016
Quent Capital
New York
$502K -$28.5K -475 -5%
ECM
2017
Elgethun Capital Management
South Dakota
$501K +$32K +533 +6%
GC
2018
Garde Capital
Washington
$500K +$4.8K +80 +0.9%
IRC
2019
Investors Research Corp
Georgia
$500K +$3K +50 +0.6%
HBT
2020
Heartland Bank & Trust
Illinois
$499K +$8.34K +139 +2%
AA
2021
Advisory Alpha
Michigan
$497K +$43.8K +731 +9%
FWP
2022
Firethorn Wealth Partners
Georgia
$497K +$7.44K +124 +1%
QFA
2023
Quantum Financial Advisors
California
$495K +$221K +3,677 +71%
TT
2024
TI-Trust
Illinois
$495K – – –
IDBONY
2025
Israel Discount Bank of New York
New York
$494K -$7.62K -127 -1%
79 80
81
82 83