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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2001
Trek Financial
Arizona
$10.9M +$5.14M +17,070 +94%
AIA
2002
AIMZ Investment Advisors
California
$10.9M -$313K -1,039 -3%
GP
2003
Greenline Partners
New York
$10.8M +$66.2K +220 +0.6%
HAM
2004
Harber Asset Management
North Carolina
$10.8M -$6.43M -21,377 -38%
CT
2005
Clearstead Trust
Maine
$10.8M -$9.33K -31 -0.1%
NB
2006
Nicolet Bankshares
Wisconsin
$10.8M +$1.05M +3,480 +11%
CCM
2007
Canal Capital Management
Virginia
$10.8M +$3.63M +12,055 +52%
SFG
2008
Summit Financial Group
West Virginia
$10.8M -$185K -615 -2%
FRA
2009
Front Row Advisors
California
$10.8M +$69.8K +232 +0.7%
BWM
2010
BNC Wealth Management
Oregon
$10.8M +$379K +1,261 +4%
BFO
2011
Biltmore Family Office
North Carolina
$10.8M -$1.43M -4,757 -12%
AAMA
2012
Advanced Asset Management Advisors
Ohio
$10.7M -$90.9K -302 -0.9%
SFP
2013
Sandbox Financial Partners
Maryland
$10.7M +$238K +791 +2%
RFMS
2014
RWQ Financial Management Services
Florida
$10.7M -$1.19M -3,950 -10%
CWM
2015
Chronos Wealth Management
Florida
$10.7M +$130K +433 +1%
RDWM
2016
Red Door Wealth Management
Tennessee
$10.7M +$390K +1,295 +4%
CP
2017
Corbenic Partners
Pennsylvania
$10.7M +$797K +2,649 +8%
ITFISA
2018
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.7M -$4.12M -13,685 -28%
FIA
2019
Foundations Investment Advisors
Arizona
$10.7M +$648K +2,153 +6%
WA
2020
Wealth Advisors
California
$10.7M +$15.9K +53 +0.2%
HCA
2021
Harbour Capital Advisors
Virginia
$10.7M +$49.6K +165 +0.5%
PM
2022
Penbrook Management
New York
$10.7M -$696K -2,315 -6%
STC
2023
Sarah T. Connolly
$10.6M +$292K +970 +3%
LCP
2024
Legacy Capital Partners
Wisconsin
$10.6M +$21.1K +70 +0.2%
NAMP
2025
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.6M +$4.51K +15 +0%
79 80
81
82 83