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Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
2001
Heartland Bank & Trust
Illinois
$777K +$96.2K +1,440 +15%
HPBT
2002
Hickory Point Bank & Trust
Illinois
$777K +$26.7K +400 +4%
FCMT
2003
Founders Capital Management (Texas)
Texas
$776K -$299K -4,478 -29%
MGWA
2004
Monument Group Wealth Advisors
Massachusetts
$774K – – –
RIA
2005
Richwood Investment Advisors
Ohio
$774K +$15.6K +234 +2%
UAG
2006
United Advisor Group
Ohio
$774K -$173K -2,587 -19%
EIP
2007
Ellis Investment Partners
Pennsylvania
$772K +$20K +300 +3%
DCM
2008
Driehaus Capital Management
Illinois
$771K +$719K +10,763 New
WGC
2009
Watts Gwilliam & Co
Arizona
$771K +$58.8K +880 +9%
HWP
2010
Highline Wealth Partners
California
$769K +$12.6K +189 +2%
FIB
2011
First Interstate Bank
Montana
$767K -$63.7K -954 -8%
FH
2012
FWG Holdings
Florida
$767K +$55.2K +826 +8%
CNB
2013
Camden National Bank
Maine
$766K +$319K +4,783 +81%
FBB
2014
Fulton Breakefield Broenniman
Maryland
$766K -$26.3K -394 -4%
PWM
2015
Partners Wealth Management
California
$765K -$8.41K -126 -1%
BT
2016
Brandywine Trust
Delaware
$765K – – –
VAS
2017
Vestmark Advisory Solutions
Massachusetts
$764K +$266K +3,988 +60%
LSA
2018
L & S Advisors
California
$763K -$67 -1 -0%
SCM
2019
Spreng Capital Management
Ohio
$762K – – –
SOS
2020
Silver Oak Securities
Tennessee
$762K +$42.1K +630 +6%
PWP
2021
Phillips Wealth Planners
Mississippi
$761K +$463K +6,940 +187%
BWA
2022
BlueChip Wealth Advisors
Georgia
$759K -$2.34K -35 -0.3%
GWM
2023
Gibbs Wealth Management
Georgia
$759K +$44.5K +666 +7%
PWM
2024
Prentice Wealth Management
New York
$758K +$13.4K +201 +2%
SFSG
2025
Sound Financial Strategies Group
Mississippi
$758K -$203K -3,040 -22%
79 80
81
82 83