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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
2001
First Business Financial Services
Wisconsin
$529K – – –
CAP
2002
Columbia Advisory Partners
Washington
$526K -$64.8K -197 -12%
SIM
2003
SSI Investment Management
California
$525K – – –
EWM
2004
Empirical Wealth Management
Washington
$525K -$391K -1,189 -44%
OWM
2005
OneAscent Wealth Management
Alabama
$525K +$3.95K +12 +0.8%
CC
2006
Callan Capital
California
$525K +$48.1K +146 +11%
CSWG
2007
Cardinal Strategic Wealth Guidance
Kentucky
$524K -$95.8K -291 -16%
PHAM
2008
Palisades Hudson Asset Management
Florida
$524K +$1.98K +6 +0.4%
LCS
2009
Levin Capital Strategies
New York
$522K – – –
WPI
2010
Walter Public Investments
Canada
$522K – – –
NC
2011
Northcape Capital
Australia
$521K -$40.5K -123 -8%
WA
2012
Wealth Architects
California
$520K +$4.28K +13 +0.9%
IEFM
2013
IQ EQ Fund Management
Ireland
$520K -$15.8K -48 -3%
BAAM
2014
Baker Avenue Asset Management
California
$519K +$71.4K +217 +17%
LP
2015
LGL Partners
Pennsylvania
$517K -$770K -2,339 -61%
CWC
2016
Carolinas Wealth Consulting
North Carolina
$515K +$11.2K +34 +2%
FFG
2017
Frisch Financial Group
New York
$513K +$253K +770 +109%
HNWAG
2018
High Net Worth Advisory Group
Florida
$511K -$100K -304 -17%
PWP
2019
Pursue Wealth Partners
California
$509K – – –
HCM
2020
Horiko Capital Management
New York
$508K – – –
CPSAC
2021
Chas P. Smith & Associates (CPS)
Florida
$506K +$8.89K +27 +2%
CWP
2022
Concord Wealth Partners
Virginia
$505K -$143K -434 -23%
RW
2023
REDW Wealth
New Mexico
$505K -$88.9K -270 -16%
PCMF
2024
Private Capital Management (Florida)
Florida
$505K +$208K +631 +77%
MSA
2025
Marino Stram & Associates
Massachusetts
$503K +$329 +1 +0.1%
79 80
81
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