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Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
2001
First Western Trust Bank
Colorado
$1.22M -$3.45K -6 -0.3%
SM
2002
Stonegate Management
Illinois
$1.22M +$1.23M +2,144 New
FMB
2003
Field & Main Bank
Kentucky
$1.22M -$14.4K -25 -1%
EWS
2004
Evergreen Wealth Solutions
Pennsylvania
$1.22M -$241K -419 -16%
EW
2005
Elyxium Wealth
California
$1.22M +$6.89K +12 +0.6%
CWM
2006
Connecticut Wealth Management
Connecticut
$1.22M -$6.32K -11 -0.5%
CFIA
2007
Cantor Fitzgerald Investment Advisors
New York
$1.21M -$38.5K -67 -3%
BW
2008
Blalock Williams
Alabama
$1.21M +$50.5K +88 +4%
SFO
2009
Stokes Family Office
Louisiana
$1.2M +$370K +644 +44%
RE
2010
Rydar Equities
Texas
$1.2M +$50.5K +88 +4%
USWIA
2011
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.19M -$135K -235 -10%
SC
2012
Solstein Capital
California
$1.19M – – –
RDFA
2013
Ritter Daniher Financial Advisory
Ohio
$1.19M +$1.09M +1,891 +932%
APP
2014
Avantax Planning Partners
Iowa
$1.19M +$141K +245 +13%
SCM
2015
Seascape Capital Management
New Hampshire
$1.19M +$20.1K +35 +2%
MC
2016
Maren Capital
Illinois
$1.19M – – –
NWM
2017
Northcape Wealth Management
New York
$1.18M -$173K -301 -13%
AM
2018
Atwater Malick
Pennsylvania
$1.18M – – –
SFS
2019
Stiles Financial Services
Minnesota
$1.18M -$20.7K -36 -2%
CCA
2020
Catalyst Capital Advisors
New York
$1.18M +$227K +396 +24%
GWSG
2021
GPS Wealth Strategies Group
Colorado
$1.18M -$23K -40 -2%
AFT
2022
Alpha Family Trust
California
$1.17M – – –
WMA
2023
Wealth Management Associates
New Jersey
$1.17M +$574 +1 +0%
BMCM
2024
Burns Matteson Capital Management
New York
$1.16M -$33.9K -59 -3%
1C
2025
111 Capital
France
$1.16M -$4.73M -8,243 -80%
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