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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
2001
Oxford Financial Group
Indiana
$246K +$4K +24 +2%
CIC
2002
Chilton Investment Company
Connecticut
$244K -$189K -1,134 -44%
HCM
2003
Hillman Capital Management
Maryland
$244K
FNT
2004
First Nebraska Trust
Nebraska
$243K
TWP
2005
Tower Wealth Partners
Pennsylvania
$243K -$4K -24 -2%
NIM
2006
Nicollet Investment Management
Minnesota
$243K
CWM
2007
Chronos Wealth Management
Florida
$242K
CWM
2008
Curi Wealth Management
North Carolina
$242K +$1.67K +10 +0.7%
AGA
2009
Arkos Global Advisors
Texas
$242K +$20K +120 +9%
LWM
2010
Lyell Wealth Management
California
$242K +$243K +1,454 New
ANB
2011
Amarillo National Bank
Texas
$241K
SEIA
2012
Signature Estate & Investment Advisors
California
$241K +$30.9K +185 +15%
OBWG
2013
Onyx Bridge Wealth Group
New York
$240K +$240K +1,441 New
RWB
2014
RMR Wealth Builders
New Jersey
$239K -$668 -4 -0.3%
B
2015
Bellecapital
Switzerland
$239K
GPA
2016
Garrison Point Advisors
California
$239K +$26.4K +158 +12%
FFG
2017
Ford Financial Group
California
$238K
LIM
2018
Lathrop Investment Management
Arkansas
$238K
QWM
2019
QP Wealth Management
New Jersey
$238K
OCG
2020
Opus Capital Group
Ohio
$238K +$167 +1 +0.1%
EFL
2021
ERn Financial LLC
Wisconsin
$238K +$4.84K +29 +2%
MWM
2022
Mattern Wealth Management
Kansas
$237K -$17K -102 -7%
BCM
2023
Bienville Capital Management
New York
$237K
OL
2024
Optas LLC
Texas
$237K +$3.17K +19 +1%
NCM
2025
Northside Capital Management
Oregon
$236K