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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2001
WMS Partners
Maryland
$449K -$3.99K -34 -0.9%
CCA
2002
Childress Capital Advisors
Texas
$448K -$258K -2,196 -37%
PFBT
2003
Parkside Financial Bank & Trust
Missouri
$448K -$75.2K -640 -15%
GCP
2004
GSA Capital Partners
United Kingdom
$448K -$548K -4,671 -56%
GWM
2005
Greenwich Wealth Management
Connecticut
$448K +$438K +3,727 New
1SB
2006
1ST Source Bank
Indiana
$448K -$2.2M -18,745 -83%
KA
2007
Klingman & Associates
New York
$447K +$71.2K +606 +19%
OBWP
2008
O'Brien Wealth Partners
Massachusetts
$446K +$50.7K +432 +13%
CWA
2009
Canvas Wealth Advisors
Kansas
$445K -$229K -1,948 -37%
APG
2010
Abacus Planning Group
South Carolina
$445K -$42.9K -365 -9%
BOS
2011
Bank of Stockton
California
$445K -$137K -1,165 -24%
ODG
2012
O'Dell Group
Ohio
$445K +$132K +1,123 +44%
DAM
2013
Delta Asset Management
Tennessee
$445K +$14.8K +126 +4%
IC
2014
Inscription Capital
Texas
$444K -$16K -136 -4%
CCM
2015
Carlson Capital Management
Minnesota
$444K +$141K +1,199 +48%
PFM
2016
Privium Fund Management
Netherlands
$443K +$433K +3,684 New
PPC
2017
Park Place Capital
Alabama
$443K +$432K +3,682 New
GA
2018
Geller Advisors
New York
$440K -$20K -170 -4%
HIC
2019
Holderness Investments Company
North Carolina
$439K -$561K -4,775 -57%
AI
2020
Accredited Investors
Minnesota
$439K -$8.57K -73 -2%
RIA
2021
Regal Investment Advisors
Michigan
$437K -$9.98K -85 -2%
T
2022
TCWP
Ohio
$437K +$427K +3,634 New
SIA
2023
Schear Investment Advisers
Ohio
$437K +$426K +3,632 New
PFP
2024
Paragon Financial Partners
California
$437K – – –
FP
2025
Financial Perspectives
Minnesota
$436K -$149K -1,272 -26%
79 80
81
82 83