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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2001
Apriem Advisors
California
$17.2M +$50.7K +119 +0.3%
WCA
2002
Westover Capital Advisors
Delaware
$17.2M +$77.5K +182 +0.4%
CG
2003
CFO4Life Group
Texas
$17.2M +$170K +400 +1%
UHC
2004
Union Heritage Capital
Michigan
$17.2M – – –
WFG
2005
Wills Financial Group
Virginia
$17.1M -$1.55M -3,644 -8%
AFGAS
2006
Allegiance Financial Group Advisory Services
Virginia
$17.1M +$233K +546 +1%
ISB
2007
Iowa State Bank
Iowa
$17.1M +$37.5K +88 +0.2%
WA
2008
Wealth Alliance
New York
$17M -$603K -1,415 -3%
GIC
2009
Generali Investments CEE
Czech Republic
$17M +$17.2M +40,346 New
LSPW
2010
Lake Street Private Wealth
Illinois
$17M -$511K -1,200 -3%
CF
2011
Cantor Fitzgerald
New York
$17M +$17.2M +40,335 New
KFA
2012
Kelleher Financial Advisors
New York
$17M +$39.2K +92 +0.2%
TNBTD
2013
Trustmark National Bank Trust Department
Mississippi
$16.9M +$34.1K +80 +0.2%
BIP
2014
Blueprint Investment Partners
North Carolina
$16.9M +$4.35M +10,209 +34%
ACM
2015
Alight Capital Management
New York
$16.9M – – –
BFA
2016
Bill Few Associates
Pennsylvania
$16.9M -$201K -473 -1%
DA
2017
DCM Advisors
New York
$16.8M +$2.86M +6,713 +20%
NIP
2018
Nicholas Investment Partners
California
$16.8M +$1.41M +3,300 +9%
ADL
2019
Asset Dedication LLC
California
$16.8M -$3.84M -9,005 -18%
BBP
2020
Banco BTG Pactual
Brazil
$16.8M -$2.13M -4,989 -11%
SP
2021
Stonebrook Private
Michigan
$16.8M +$20.9K +49 +0.1%
LC
2022
Lincoln Capital
Nebraska
$16.7M -$274K -643 -2%
IPW
2023
Inlet Private Wealth
Florida
$16.7M -$101K -236 -0.6%
NP
2024
Nilsine Partners
Colorado
$16.7M +$2.13M +5,004 +14%
SPG
2025
Strategic Planning Group
Utah
$16.7M +$742K +1,743 +5%
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