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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Connecticut Wealth Management
Connecticut
$284K -$28.2K -195 -8%
SGK
2002
Steigerwald Gordon & Koch
Virginia
$284K +$8.69K +60 +3%
TFO
2003
Tarbox Family Office
California
$283K -$4.06K -28 -1%
PI
2004
PHH Investments
Texas
$283K – – –
GIA
2005
Guyasuta Investment Advisors
Pennsylvania
$282K -$19.6K -135 -6%
CCFCSB
2006
Cape Cod Five Cents Savings Bank
Massachusetts
$281K -$32.3K -223 -9%
SIAS
2007
Shine Investment Advisory Services
Colorado
$281K +$17.1K +118 +6%
MC
2008
Mathes Company
New York
$279K -$43.5K -300 -12%
NNP
2009
Nachman Norwood & Parrott
South Carolina
$278K +$307K +2,118 New
TCPWM
2010
Traverso Chambers Private Wealth Management
California
$278K +$307K +2,122 New
CFA
2011
Capstone Financial Advisors
Illinois
$277K -$104K -717 -25%
ACM
2012
AUA Capital Management
Pennsylvania
$277K – – –
DBRC
2013
D.B. Root & Company
Pennsylvania
$276K -$4.93K -34 -2%
TC
2014
Trilogy Capital
California
$276K – – –
GWS
2015
Glassman Wealth Services
Virginia
$275K +$12K +83 +4%
TSW
2016
Thompson Siegel & Walmsley
Virginia
$274K – – –
SCM
2017
Stonebridge Capital Management
California
$274K +$108K +745 +56%
FMII
2018
Farmers & Merchants Investments Inc
Nebraska
$274K +$127K +877 +72%
PM
2019
Parametrica Management
Hong Kong
$274K +$303K +2,090 New
WPA
2020
West Paces Advisors
Georgia
$273K +$10.1K +70 +3%
HPCM
2021
High Pointe Capital Management
Illinois
$273K – – –
FWM
2022
Fairhaven Wealth Management
Illinois
$273K +$302K +2,086 New
SFWA
2023
Summit Financial Wealth Advisors
Louisiana
$271K – – –
GHA
2024
GW Henssler & Associates
Georgia
$270K -$90.5K -625 -23%
PW
2025
Price Wealth
Texas
$270K – – –
79 80
81
82 83